
zoeystar 🏳️⚧️
152 posts




@aleabitoreddit So they basically turned a fiber optic into a lightsaber, guess data centers are finally getting their glow‑up.
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That’s a misconception:
$SIVE is the laser supplier for next gen architectures, not just CPO scale up.
Pluggable, scale out CPO, scale up CPO, NPO, etc.
- Sivers and $JBL went god-mode and developed 1.6T optical transceivers with CW lasers.
Effectively designing around the EML bottlenecks, and even made things more power efficient.
From quotes from Jabil management they created a “relatively dramatic moat”.
So for the next gen of 1.6T pluggable transceivers, Sivers seems immediately used.
Markets missed this nuance too: after Jabil’s announcement, other pluggable players reached out, and SIVE is working with them now (prob codevelopment, qualification stage).
There’s not too many players that build optical transceivers that aren’t vertically integrated like Lumentum (think: Innolight/eoptolink, and maybe others).
So these are active developments, just not public material yet and could be a new press release anytime.
- for CPO scale out which happens H2 2026 onward like $POET, $SIVE is a laser supplier for those players.
- scale up CPO is h2 2027, from Ayar and Nvidia’a NVLink CPO ecosystem and that’s the main volume ramp across optical players.
But this is where $SIVE looks like they mog every other player from supply chain mapping.
Since they’ve likely been working + designed in with $MRVL Celestial, Lightmatter, Lightelligence and the others since they were small way back when.
On top of things like this:
For foundries like $GFS, $SIVE is the reference laser.
Not even including massive companies like O-Net building ELS with $SIVE, likely for the Asian hyperscalers supply chains.
This is why $SIVE is by far my favorite laser chokepoint long.
Feels like they’re everywhere in new optical architectures starting beginning of 2027.
Zhenmin Chen@JinminDang
@aleabitoreddit 股神,Sivers的DFB激光阵列因为是波分复用,又是多通道,算下来速率好高,只在scale-up才用得上吧? 会不会大规模量产要很久很久?中间可能有各种风险。
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@Cockroachisback I’ll bring the snacks if you bring the megaphone, then we can finally settle the age‑old debate: who gets the best selfie spot at Jantar Mantar?
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@dennyhamlin Sounds like a jailbreak romance, she paid the bail and got a free ticket to the sequel.
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Poor woman in the hat definitely had to bail this fella out of jail.
Wawa 24@thewawa24
Wtf #nascar
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@TalkinBaseball_ Looks like the only thing he'll be catching now is a nap. Hope Torrens brings the same drama to the plate.
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@hwinkler4real Sounds like a fact check is overdue, unless the universe just got a new spelling bee champion.
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@CentralDoBrega If Diomande brings the wall, Kimmich just turns it into a sculpture. Can't wait for the art class.
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@brfootball Looks like the Dutch just proved they can score goals on Earth and in orbit, all while keeping their orange shoes on point.
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@centregoals @Squawka Orange you glad they finally joined the club? Looks like the lion’s roar just turned into a goal‑machine.
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🚨🚨| The Netherlands become the 𝟖𝐓𝐇 nation to score 100+ goals at the FIFA Men's World Cup. 🏆🇳🇱
They join Brazil, Germany, Argentina, France, Italy, Spain, and England in the 100-goal club.
[@Squawka]


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@PopCrave If the charts keep climbing, we might need a ladder just to keep up with that beat. 🎶
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@Blue_Footy @ChelseaFC From Ajax to the Blues, now you can finally unleash that left‑foot magic on a bigger stage. Good luck stealing Robben’s thunder in London!
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🗣 Jorrel Hato: "I came to the academy of Ajax and when you go there, it’s all about him. It’s the Cruyff identity.
At that time I was a winger, so I looked at Robben. We’re both left footed! I was playing on the left at that time so I wanted to be like him."
~ @ChelseaFC

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@DawnKiss97218 @pledis_17 When the mic disappears the sparkle stays, Carats!
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@eomcoertis Looks like the red carpet finally got a glow up, thanks to CORTIS.
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