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WEB3 Mint To Be

《WEB3 MINT TO BE》是由投资机构Mint Ventures推出的Web3商业主题栏目。在这里，我们将邀请来源广泛的Web3从业者作为嘉宾，以对谈的轻松形式，为大家厘清行业热点背后的事实，提供穿透事件本身的洞察，引入多元的思考角度。期待各位在收听后给我们积极反馈，这些都会成为栏目迭代生长的营养。To bring Web3 inclusion to everyone, we sit down with builders, professionals, communities, and entrepreneurs to share…

Podcast · By Mint Ventures · Chinese (China) · US · Official site

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Aug 11, 2026
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  1. Episode · Aug 11, 2026

    EP55：AI 算力互联层浅析：为什么选择 Lumentum 和 Coherent (opens the original)

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    欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】 本期我们请研究员 Lawrence 来做一下关于 AI 算力互联层及相关重点标的的分享。他会讲到算力互联的架构、光模块的传递、CPO 渗透率预测等内容，还会重点拆解 Lumentum（音频中简称 LITE） 和 Coherent 两个公司的业务情况和风险点。希望能让你有所收获。 欢迎留言，写下你的观点，也可写下其他你希望我们关注、讨论的投资标的。 时间线: 00:02:30 算力互联的四层架构 00:04:55 关于「光进铜退」 00:07:36 光模块的传递拆解 00:09:00 激光器的难度分层 00:12:22 激光器的”租金池”方程 00:13:21 模块层面的四种变化 00:15:29 CPO 渗透率预测 00:23:52 两个标的的业务数据和风险拆解 00:33:49 总结 文字版： 《EP43：AI 算力互联层浅析：为什么选择 Lumentum 和 Coherent》 在小宇宙查看该单集文稿

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