$博通(AVGO)$

Q1 FY2026（最新一场）：Hock Tan 说了
“we are fine with optical”、“bright shiny object called CPO”、“Not this year, maybe not next year”、以及 “more expensive and requires significantly more power.”
结合上下文，他的意思非常清楚：机架内 / scale-up 尽量继续走 direct attached copper；机架间 / scale-out 继续用 optical；不要急着追 CPO；至少不是今年，也未必是明年。（网页链接）

网页链接

Q4 FY2025（上一场关键表态）：他当时的核心说法是
“We are not quite there yet”、“The final, final, straw”、“T