我喜欢 Nvidia，而且我对这些都有持仓。所以，我只想把这一点说清楚。
I like Nvidia and I have exposure to these. So, I just want to be clear about that.
Broadcom、Marll、Nvidia，这些仍然是优质标的，甚至还是 Photonic 的受益者。
Broadcom, Marll, Nvidia, those are still quality and even Photonic beneficiaries.
例如，我们最新的Robin芯片，其带宽能力是Nvidia所用的H100芯片的十倍。
For example, our latest Robin chip has ten times the bandwidth capabilities compared to the H100 chip that Nvidia used.
许多人忽略了一个事实：尽管Nvidia主要专注于图形处理器（GPU），但它预计将在CPU市场占据主导地位，而这一市场本应属于AMD等一家或多家专业公司。
Many people overlook the fact that Nvidia, despite its primary focus on graphics processing units (GPUs) , expects to dominate the CPU market in favor of one or more specialized companies like AMD,