Microsoft becomes the biggest loser, ARM faces sale? The mystery of the $500 billion cost of "Stargate"
Microsoft is considered the biggest loser, ARM may face a sale, Marvell and Ciena will be the winners in DCI construction, and Fabrinet will also benefit. Coherent and Lumentum will benefit to a lesser extent. Market risk warning, investment should be cautious, this article does not constitute personal investment advice
A piece that just came out a few minutes ago.
Mainly some cost estimates.
Other viewpoints can also be looked at slightly.
For example, is Microsoft the biggest loser? Could ARM face a sale by SoftBank? Will Marvell and Ciena be the biggest winners in the ongoing DCI construction? And will Fabrinet gain considerable benefits? The benefits for Coherent / Lumentum will be relatively small?
- Stargate and Cost Estimation》
Risk Warning and Disclaimer
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