Just floating out an idea to $Broadcom(AVGO.US):
If you lock up $SIVE laser supply for next few years since you need “more laser capacity”.You could unintentionally cause bottlenecks across your main ASIC competitors:Like $Marvell Tech(MRVL.US) (Celestial), AlChip, Mediatek, GUC (Ayar CPO), first gen deployments. Where many also seem to be aligned with your best friend $NVIDIA(NVDA.US)…Maybe it’s worth discussing spending spare change to lock up the remaining merchant laser supply?
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