精选759月29日 06:22Serenity行业动态多源精选 ×11

AMD收购World Labs与英伟达激光产能锁定等AI产业链动态

Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is askin…

Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is asking...

大家都在问‘Serenity在哪里’或‘Serenity是谁’。但没人问……

"How is Serenity"?

‘Serenity怎么样’？

I do read things from $AMD $8.2B acquisition of World Labs... but feeling pretty sick right now, so taking a little break.

我确实在阅读关于AMD以82亿美元收购World Labs的相关内容……但目前感觉相当不适，所以稍作休息。

I remember saying physical AI + world models would major shift way back when, so maybe I should have invested in private companies at the time...

我记得很早以前就说过物理AI + 世界模型会带来重大转变，所以也许当时我应该投资一些私营公司……

Apart from that... other interesting news:

除此之外……其他有趣的新闻：

Some channel checks from ECOC was that $NVDA apparently secured 50% of $LITE Greensboro UHP laser capacity? And possibly contracts that allow them to secure the remaining capacity per Barclays.

来自ECOC的一些渠道调查显示，英伟达（$NVDA）显然获得了LITE Greensboro超高功率（UHP）激光器产能的50%？并且可能还有根据巴克莱银行报道允许他们锁定剩余产能的合同。

That's $5B in lasers (annual capacity)... so it's hilarious to see Nvidia go out and bottleneck the rest of the industry by doing this. But this just puts more strategic value on other merchant laser suppliers + more visibility for Lumentum.

这是50亿美元的激光器（年产能）……因此看到英伟达通过此举成为整个行业的瓶颈真是令人发笑。但这只是增加了其他商用激光器供应商的战略价值，并提高了Lumentum的可见度。

It's kinda game theory over allocation, since if you secure all the HBM, lasers, and others it inadvertently makes it much harder for competitors to scale their programs.

这有点像分配上的博弈论，因为如果你锁定了所有HBM、激光器等资源，无意中会让竞争对手更难扩展他们的计划。

Then there's your massive $150B Nvidia authorized buybacks (just look at $AAPL when they did buybacks..) They're printing too much.
What's also interesting is that Samsung Electro-Mechanics is expanding their FC-BGA substrate capacity today... but customers are the one funding this.

然后是英伟达高达1500亿美元的授权股票回购（看看苹果在回购时的表现……）他们印钞太多了。
同样有趣的是，三星电机今天正在扩大其FC-BGA基板产能……但客户是为此买单的人。

I also remembered $MRVL in SEC filings cited large body substrates as one of the core bottlenecks of their program (alongside $TSM sole source dependencies). So they also went out and did some other expansion agreements with related companies like AT&S recently.

我还记得Marvell（$MRVL）在SEC文件中将大型体基板列为其计划的核心瓶颈之一（与台积电（$TSM）的单源依赖并列）。所以他们最近也与AT&S等相关公司进行了一些其他扩张协议。