@aleabitoreddit
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?