Ben Bajarin· @BenBajarin · X·· 18 天前AI 评分28
AI 导读
在 OCP 上与 $avgo（博通）进行了很好的交流。我们分享了我们对网络市场走向的看法以及我们看到的挑战，也从他们高管那里获得了对他们观点及如何看待机遇的有益解读。 已为 Atlas 的客户和订阅者写成报告。 https://atlas.creativestrategies.com/notes?note=broadcom-ocp-2026-ultra-and-jericho
AI 生成摘要 · 以原文为准
正文
Had good meetings with $avgo at OCP. We shared where we see the networking market going and the challenges we see and got good commentary from their execs on their views and how they see the opportunity.
Wrote it up for clients and subscribers in Atlas.
https://atlas.creativestrategies.com/notes?note=broadcom-ocp-2026-ultra-and-jericho
来源：Ben Bajarin · x.com