Ben Bajarin· @BenBajarin · X·· 18 天前AI 评分37
AI 导读
与 $CRDO 深入交流了 ALC 机会。我们认为通过短距离 scale up/out 的 AEC 在计算域中将更加关键，而 ALC 则面向更长距离的 scale out 需求。它们覆盖了计算域发展方向的各个方面。 完整报告见 Atlas（面向客户和订阅者）。 https://atlas.creativestrategies.com/notes?note=credo-ocp-2026-active-led-cable
AI 生成摘要 · 以原文为准
正文
Spent time with $CRDO on the ALC opportunity. We believe AECs via short range scale up/out will be even more critical in compute domains and ALCs for longer range scale out needs. They cover all the bases for where compute domains are going.
Full note in Atlas for clients and subscribers.
https://atlas.creativestrategies.com/notes?note=credo-ocp-2026-active-led-cable
来源：Ben Bajarin · x.com