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Just floating out an idea to $AVGO: 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 $MRVL (Celestial), AlChip, Mediatek, GUC (Ayar CPO), first gen deployments. Where many also seem to be aligned with your best friend $NVDA… Maybe it’s worth discussing spending spare change to lock up the remaining merchant laser supply?
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