E
18 hours ago
We need more FAUs for CPO.
"Based on the estimated shipment of approximately 20,000 Spectrum-X units this year, the optical engines required would need 600,000 to 700,000 FAUs (Fiber Optic Active Units), and this number is expected to reach millions by 2027.""Currently, the supply chain capacity cannot meet this demand." $NVIDIA(NVDA.US)
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