Serenity Highlights SIVE’s Potential as Ayar and Wiwynn’s Partner for AI Rack Optical Interconnects

ME News reports that on May 28 (UTC+8), Serenity, known as the "God of New Stocks," recently commented on her heavily weighted holding, SIVE. Today, Ayar Labs and Wiwynn officially announced their collaboration, which could significantly accelerate Sivers Semiconductors’ (SIVE) efforts to bring CPO (Co-Packaged Optics) technology from the chip level to the rack scale. Wiwynn serves major cloud providers including Amazon, Meta, and Microsoft, and is currently in discussions with Google regarding TPU deployment. According to reference architectures, each rack requires more than 512 advanced light sources. If SIVE successfully becomes the primary supplier of laser arrays, even a moderate-scale rack deployment would generate substantial revenue growth for the company. Serenity acknowledged that the commercialization of rack-level solutions remains in its early stages, with no corresponding financial impact yet reflected in earnings reports. However, this partnership has established a critical link for the large-scale adoption of CPO, signaling positive momentum along the supply chain that merits continued market attention. SIVE is currently listed on the Nasdaq Stockholm exchange in Sweden. The company is evaluating a dual listing on the U.S. Nasdaq but has not yet entered the U.S. primary market. On the previous trading day, the stock dropped 15.49%. Serenity noted that the recent correction in the optical AI sector and SIVE’s price decline are normal fluctuations during an upward trend, and she continues to increase her position. (Source: ODAILY)