'New Stock God' Serenity Hints at Major Positive News for SIVE: Key Partner Joins NVIDIA NVLink Fusion Ecosystem

BlockBeats News, June 3, 'New Stock God' Serenity posted that today a certain company has become a critical upstream laser bottleneck in NVIDIA's 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 NVIDIA's NVLink Fusion ecosystem, introducing CPO technology for AI rack-level interconnects. Sivers Semiconductors (SIVE), as Ayar Labs' publicly known laser partner, provides high-precision InP laser arrays, becoming a key upstream supplier in this chain. [Original Link]