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“New Stock God” Serenity hints that SIVE is once again set to receive major favorable news: an important partner has joined the NVIDIA NVLink Fusion ecosystem
BlockBeats message. On June 3, “New Stock God” Serenity posted that today a certain company became an effective upstream laser bottleneck in the NVIDIA NVLink Fusion integrated CPO ecosystem. The company’s laser equipment has now entered Nvidia’s optical infrastructure supply chain.
According to publicly available information, Ayar Labs has officially joined the NVIDIA NVLink Fusion ecosystem, introducing CPO technology for AI rack-level interconnects. Sivers Semiconductors (SIVE), as Ayar Labs’ publicly announced laser collaboration partner, provides high-precision InP laser arrays, becoming a key upstream supplier in the chain.