Ben Bajarin· @BenBajarin · X·· 23 小时前AI 评分30
AI 导读
$LITE 早已知道，更深度的垂直整合是 AI 基础设施领域新的竞争基础。
AI 生成摘要 · 以原文为准
正文
$LITE knew that more vertical integration is the new basis of competition for AI infra.
The only way to interpret Lumentum’s management accepting this deal is that they have no faith in the current AI cycle. They think the market will collapse in two to three years.在 X 查看被引用的帖子
来源：Ben Bajarin · x.com