BlockBeats News, June 10th: Yesterday, SemiAnalysis, an independent research firm focusing on the semiconductor, AI infrastructure, and data center fields, released a research report stating that two key AI data center technologies are significantly delayed. This report has been identified as one of the main reasons for the major pullback in US stock market AI industry stocks yesterday.

In response to this report, a group of star analysts sharply criticized it as "information lagging and alarmist." BlockBeats summarized as follows:

"Stock God with White Hair" Serenity posted a strong questioning and opposition to the research report, believing it to be unreliable, "tending to believe in the continuously reiterated accelerated mass production schedule of industry chain companies, with Scale-Out CPO gradually ramping up from the second half of this year and Scale-Up CPO scheduled to start in the second half of 2027, entering a major growth phase in 2028."

Rising US stock star researcher KawzInvests (@KawzInvests) emphasized that photonic communication is far more than just CPO, with the pluggable transceiver market reaching $26 billion by 2026 and growing to $45 billion by 2030. KawzInvests believes that the report's claim of large-scale CPO production may accelerate NPO technology applications. In addition, the scale of LPO/LRO is expected to increase from $12 billion in 2026 to over $50 billion by 2030, OCS from $1 billion to over $4 billion, with the overall market size remaining unchanged as the high-speed interconnection demand in AI data centers continues to drive long-term growth in photonics.

Renowned US stock KOL Herman Jin (@ShanghaoJin) shares a similar view. He believes the information in the above report is severely lagging, but CPO/800V is a timing issue that does not affect overall progress. He once again emphasizes the importance of model-side demand, pointing out that 'as long as the model does not regress in intelligence (other so-called bearish news is not critical); the market's excessive focus on 2027 expectations is unnecessary.'