Odaily Planet Daily report: Serenity, known as the "New Stock God," recently commented on its heavily weighted holding, SIVE. Today, Ayar Labs and Wiwynn officially announced their collaboration, which may significantly impact Sivers Semiconductors' (SIVE) progress in advancing CPO co-packaged optics technology toward rack-level deployment.
InfiniBand serves top cloud providers such as Amazon, Meta, and Microsoft, and is currently in discussions with Google regarding TPU deployment. According to the reference architecture, each rack requires more than 512 ultra-bright light sources. If SIVE successfully becomes the primary laser array supplier, even a moderate-scale rack deployment would generate significant revenue growth for the company.
Serenity acknowledged that the commercial deployment of third-party rack-level solutions is still in its early stages, and related performance has not yet been reflected in the financial statements. However, this collaboration has established a critical pathway for the scalable application of CPO, signaling positive developments on the supply chain side that warrant continued market attention.
SIVE is currently listed on the Nasdaq in Stockholm, Sweden, and the company is evaluating a plan for a dual listing on the U.S. Nasdaq; it has not yet listed on a U.S. primary exchange. The stock fell 15.49% in the previous trading session, but Serenity stated that the correction in the optical AI sector and SIVE is a normal fluctuation during an upward trend, and the company continues to increase its position.