「Stock God」 Serenity Hints at Another Major Boost for SIVE: Key Partner Joins NVIDIA NVLink Fusion Ecosystem

BlockBeats News, June 3rd, The "Stock God" Serenity posted today that a certain company has become a key upstream laser bottleneck in the Nvidia NVLink Fusion CPO ecosystem. The company's laser equipment has now entered Nvidia's optical infrastructure supply chain.

According to public information, Ayar Labs has officially joined the Nvidia NVLink Fusion ecosystem, introducing CPO technology for AI rack-level interconnect. Sivers Semiconductors (SIVE), as Ayar Labs' public laser partner, provides high-precision InP laser arrays and has become a critical upstream supplier in this chain.

However, as of the time of publication, SIVE has not continued yesterday's upward trend, opening today with a temporary decline of 1.23%.