Serenity: IVE binds to Ayar, benefiting from the global AI rack optical interconnect wave Odaily Planet Daily News: Serenity, known as the "new stock god," recently commented on its heavily held stock SIVE. Ayar Labs and Wiwynn announced their collaboration today, which may have a profound impact on Sivers Semiconductors' (SIVE) efforts to bring CPO co packaged optical technology to the rack level. Weiying Services Amazon Meta、 Top cloud providers such as Microsoft are also in talks with Google regarding the deployment of TPU. According to the reference architecture, a single rack needs to be equipped with at least 512 supernova light sources. If SIVE successfully becomes the main laser array supplier, even if it is only a medium-sized rack deployment, it will bring considerable revenue growth to the company. Serenity admitted that the current third-party rack level commercial layout is still in its early stages, and the related performance has not yet been reflected in the financial report. However, this cooperation has opened up a key link for the large-scale application of CPO, which is a positive signal released by the supply chain side and worthy of continuous market tracking. SIVE is currently listed on NASDAQ in Stockholm, Sweden. The company is evaluating plans for a dual listing on NASDAQ in the United States and has not yet listed on the US main board. The stock fell 15.49% in the previous trading day, and Serenity stated that the pullback of the optical AI sector and SIVE was only a normal fluctuation on the way up, and it is still continuing to increase its position.