AI Stock Guru Serenity: SIVE Targets "NVIDIA Optical Upstream Bottleneck" as Ayar Labs Officially Announces Joining NVLink Fusion

Ayar Labs Announces Joining NVIDIA NVLink Fusion Ecosystem on June 3, Integrating CPO Optical Interconnect Technology into AI Rack-Scale Infrastructure.
AI Stock Guru Serenity Immediately Points Out Sivers Semiconductors (SIVE), As Ayar Labs’ Public InP Laser Supplier, Has Become the “Optical Upstream Bottleneck for NVIDIA.”
(Background: Will the Swedish photonics manufacturer SIVE, promoted by AI stock guru Serenity, Still Be Upgraded?)
(Additional context: Huang Renxun Calls for Marvell’s Multi-Billion Dollar Deal at Computex: MRVL Surges 23% Pre-Market to Hit a Record High of $269)

Key Summary

• Ayar Labs officially announces joining NVIDIA NVLink Fusion on 6/3, with SIVE targeting upstream InP laser supply
• SIVE surges over 50% in two days, reaching a record high of 110 SEK intraday, with a market cap of about $2.7 billion
• InP wafer yield below 30%, few global scale suppliers, SIVE’s bottleneck position unlikely to be replaced in the short term

Serenity’s post deliberately avoids naming, only leaving a question “Can anyone guess the name?” for readers to speculate, but insiders immediately recognize he’s talking about Sivers Semiconductors (SIVE), as SIVE is Ayar Labs’ only publicly known InP laser array supplier.

Wow… new extremely transformative news got released today.

Making a certain photonics company:

The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem.

With their lasers now in Nvidia’s optical infrastructure supply chains.

Can anyone guess the name?

— Serenity (@aleabitoreddit) June 3, 2026

The reason Serenity couldn’t hold back from posting is that Ayar Labs officially announced today that it has joined the NVIDIA NVLink Fusion ecosystem, integrating CPO (Co-Packaged Optics) technology into AI rack-level interconnects.

Ayar Labs CEO Mark Wade stated that AI infrastructure is being co-designed from the ground up, and customers need more options to efficiently expand bandwidth. NVIDIA Networking Vice President Ashish Karandikar said that NVLink Fusion, combined with Ayar Labs’ CPO technology, enables customers to build heterogeneous AI factories.

NVLink Fusion Optical Ecosystem Completes the Chain

Not only Ayar Labs, but yesterday (2nd), Lightmatter also announced joining the NVLink Fusion ecosystem, delivering NVIDIA-compatible CPO and NPO (Near-Packaged Optics) products.

Earlier this year, Ayar Labs completed a $500 million Series E funding round, valuing the company at $3.75 billion. NVIDIA is a strategic investor, along with other shareholders including AMD, MediaTek, ARK Invest, and Qatar Investment Authority. NVIDIA invests while integrating these companies into its own ecosystem—this dual role of investor and customer has already played out once with Marvell.

SIVE’s Two-Day Surge Followed by Volatile Fluctuations

SIVE’s key advantage lies in its critical position in the supply chain, manufacturing InP (Indium Phosphide) CW DFB laser arrays, integrated into Ayar Labs’ SuperNova light source, providing external light sources for TeraPHY silicon photonics modules.

Serenity previously pointed out that SIVE not only supplies Ayar Labs but may also be an upstream laser supplier for unicorns valued between $4 billion and $15 billion, such as Lightmatter, Celestial, and Lightelligence.

On June 2, SIVE’s stock surged over 50% in a single day after announcing a strategic partnership with GlobalFoundries, becoming the most active stock on the Stockholm Exchange. The partnership will integrate SIVE’s laser arrays into GlobalFoundries’ SCALE CPO platform, targeting the projected $25 billion pluggable optical market by 2030.

On June 3, after Ayar Labs’ announcement, SIVE briefly hit a record high of 110 SEK intraday but then fell back to 98.80 SEK, with a daily range of 17.5% (from 92.65 to 110.00 SEK), closing up 1.39%. Market cap is about 29 billion SEK (roughly $2.7 billion), with a year-to-date return exceeding 2,200%.

However, SIVE remains unprofitable, with Q1 2026 revenue of 61.9 million SEK (down 22% YoY), and net profit negative. Serenity notes that under the CPO architecture, each AI rack requires over 512 advanced light sources, and with InP wafer yields below 30%, few global manufacturers can supply at scale. SIVE’s bottleneck position is unlikely to be short-term replaced.

This is not investment advice.

Frequently Asked Questions

What role does Sivers Semiconductors (SIVE) play in NVIDIA’s optical supply chain?
SIVE manufactures InP CW DFB laser arrays, as the core component of Ayar Labs’ SuperNova light source, used in NVLink Fusion CPO interconnects, representing the most upstream laser bottleneck with a market cap of about $2.7 billion.

What does Ayar Labs’ joining the NVLink Fusion ecosystem signify?
It indicates NVIDIA is moving optical interconnects from concept validation to ecosystem locking. Ayar Labs’ CPO technology allows customers to build optical connections for AI infrastructure on the NVLink Fusion platform. The company completed a $500 million Series E, with a valuation of $3.75 billion.