**[Serenity: SIVE is not just a CPO laser supplier but a full-spectrum player in next-generation optical interconnect architectures]** BlockBeats News, June 21: Serenity published an article to correct a common market misunderstanding about SIVE—viewing it solely as a laser supplier for CPO vertical scaling. Serenity pointed out that SIVE's lasers actually cover all next-generation optical interconnect architectures, including pluggable optical modules, CPO horizontal scaling, CPO vertical scaling, and NPO. The strongest evidence comes from the collaboration between Sivers and JBL: the two parties jointly developed a 1.6T optical transceiver using CW lasers, effectively bypassing the production bottleneck of EML (Electro-Absorption Modulated Lasers) while achieving lower power consumption. Jabil's management described this as having a "very deep moat." Serenity revealed that after Jabil's announcement, other pluggable optical module manufacturers proactively reached out to SIVE. These are likely in the stages of joint development or certification, though these developments have not yet been disclosed and could lead to new announcements at any time. Since most optical module manufacturers, apart from Lumentum, are not vertically integrated, Sivers' position as an independent laser supplier becomes even more critical. Looking further ahead, CPO horizontal scaling is expected to begin in the second half of 2026 (e.g., POET, for which SIVE is the laser supplier), while CPO vertical scaling is projected to see large-scale adoption in the second half of 2027, driven by Ayar and NVIDIA's NVLink CPO ecosystem. This marks the core inflection point for the entire optical interconnect sector. Serenity stated that from a supply chain perspective, SIVE will dominate all players at this inflection point, as they likely began design collaborations years ago with companies like Marvell Celestial, Lightmatter, and Lightelligence. Additionally, at foundries like GlobalFoundries (GFS), SIVE is already a reference laser supplier. Large manufacturers like O-Net are also building ELS solutions based on SIVE, targeting the supply chains of Asia's hyperscale cloud providers. Starting in 2027, SIVE is expected to appear in nearly all new optical interconnect architectures, making it Serenity's most promising long-term play for addressing laser bottlenecks. *BlockBeats Note: CPO horizontal scaling refers to optical interconnects across cabinets and clusters for data center-level network expansion. CPO vertical scaling refers to increasing interconnect bandwidth between GPUs/accelerators within a single AI server or cabinet through CPO.* [Original Link]