**[Serenity Analyzes AMD MI500 and CPO Roadmap: Clear Commitment to Optical Interconnect Could Be an Industry-Wide Positive]** BlockBeats News, July 21—AMD will host the "Advancing AI" event in San Francisco from July 22 to 23, where it is expected to reveal more details about the MI500 series GPUs and the scale-up CPO roadmap. Serenity, in response to community inquiries, pointed out that if AMD explicitly commits to adopting the CPO solution and discloses its optical engine suppliers during the event, it would be a significant positive for the entire CPO theme—indicating that the push for optical interconnect transformation would no longer be limited to NVIDIA alone. Currently, Jefferies analyst Blayne Curtis expects AMD to collaborate with Astera Labs on UAL and with Broadcom on ESUN. However, the key focus lies in whether AMD officially transitions to a CPO-based scale-up solution and who will supply the optical engines. Serenity believes that a clearer supply chain reading will only emerge after the event on Wednesday or Thursday, and it is premature to draw conclusions at this stage. For Sivers, supply chain connections can currently only be inferred indirectly: 1. GlobalFoundries is rumored to be involved in AMD MI500 CPO work, and Sivers is its reference laser supplier. 2. AMD has previously invested in Ayar Labs. If AMD discloses during the event that it will specifically use Ayar Labs or GlobalFoundries SCALE as the optical engine solution for MI500 CPO, it would be a major positive for Sivers. As an upstream laser and reference laser supplier, Sivers occupies a core position in both pathways. The MI500 is expected to shift to a native UAL scale-up architecture, supporting up to 256 GPUs per rack and achieving interconnectivity through optical interconnect. Sivers has been strategically positioning itself across multiple technological pathways this year, including CPO, pluggable optical modules, and silicon photonics. If AMD confirms its indirect entry into the supply chain during the event, it would further validate Sivers' comprehensive layout logic in the optical interconnect field. [Original Link]