$SIVE $AMD - The industry is hit by a massive squeeze on CW Lasers.
Recent supply chain tracking from TrendForce shows that $AMD is quietly scrambling to lock in massive purchase orders for these lasers.
Their goal is obvious is to secure their own independent supply line before $NVDA locks down the entire market and chokes out $AMD next-o-Packaged Optics (CPO) roadmap.
The big problem?
Giants like $LITE and $COHR are basically booked solid through 2028.
This supply crunch turns $SIVE into a massive tactical play.
Connecting the dots between $AMD and $SIVE isn't just wishful thinking; looking at the infrastructure, it’s practically inevitable.
$SIVE recently locked in a deep collaboration with $GFS, embedding their laser arrays directly into GF’s SCALE CPO framework.
$AMD has a long, deeply rooted history of relying on $GFS for its silicon photonics manufacturing.
If $AMD builds its optical chips through GF, they are essentially forced to use $SIVE as their reference light source. The partnership is already written into the silicon.
$SIVE is also the exclusive hardware engine behind Ayar Labs' SuperNova light sources. $AMD is a founding heavy-hitter in the Optical Compute Interconnect (OCI) consortium, an ecosystem heavily reliant on Ayar’s architecture.
This means $AMD long-term hardware pipeline is already designed to plug right into $SIVE's physical lasers.
Look at $AMD recent acquisition of CPO pioneer Enosemi.
Enosemi’s designs require incredibly precise, external laser sources to actually move data. Since $SIVE has clear, unconstrained manufacturing capacity through its relationship with WIN Semiconductors, it stands out as one of the only global players capable of handling $AMD massive production scaling.
On the corporate side, $SIVE is actively restructuring its books to PCAOB standards to prepare for a major dual-listing on the Nasdaq in New York. You don't launch a major US IPO without a massive PR catalyst. Sealing an official supply agreement with a trillion-dollar hyper-scaler like $AMD would be the ultimate validator for their US market debut.
Recent supply chain tracking from TrendForce shows that $AMD is quietly scrambling to lock in massive purchase orders for these lasers.
Their goal is obvious is to secure their own independent supply line before $NVDA locks down the entire market and chokes out $AMD next-o-Packaged Optics (CPO) roadmap.
The big problem?
Giants like $LITE and $COHR are basically booked solid through 2028.
This supply crunch turns $SIVE into a massive tactical play.
Connecting the dots between $AMD and $SIVE isn't just wishful thinking; looking at the infrastructure, it’s practically inevitable.
$SIVE recently locked in a deep collaboration with $GFS, embedding their laser arrays directly into GF’s SCALE CPO framework.
$AMD has a long, deeply rooted history of relying on $GFS for its silicon photonics manufacturing.
If $AMD builds its optical chips through GF, they are essentially forced to use $SIVE as their reference light source. The partnership is already written into the silicon.
$SIVE is also the exclusive hardware engine behind Ayar Labs' SuperNova light sources. $AMD is a founding heavy-hitter in the Optical Compute Interconnect (OCI) consortium, an ecosystem heavily reliant on Ayar’s architecture.
This means $AMD long-term hardware pipeline is already designed to plug right into $SIVE's physical lasers.
Look at $AMD recent acquisition of CPO pioneer Enosemi.
Enosemi’s designs require incredibly precise, external laser sources to actually move data. Since $SIVE has clear, unconstrained manufacturing capacity through its relationship with WIN Semiconductors, it stands out as one of the only global players capable of handling $AMD massive production scaling.
On the corporate side, $SIVE is actively restructuring its books to PCAOB standards to prepare for a major dual-listing on the Nasdaq in New York. You don't launch a major US IPO without a massive PR catalyst. Sealing an official supply agreement with a trillion-dollar hyper-scaler like $AMD would be the ultimate validator for their US market debut.
🇨🇭 Global One SI - Prompt
#WTI U.S. Oil falls to $78 as the energy selloff accelerates following Trump's promises of an Iran peace deal on Friday
#WTI US Oil falls of a cliff to $75 as Trump claims a draft Iran memorandum of understanding is already signed
✍1💯1
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Optimism remains the success defining trait of the 21st century
The people who told you to bet against America on the year of its 250th birthday lost, once again
The people who told you to bet against America on the year of its 250th birthday lost, once again
🍾1
🇨🇭 Global One SI - Prompt
BREAKING: OpenAI lost $38.5 billion in 2025, equivalent to the market cap of most companies
In a major blow to Sam Altman, Microsoft plans to move $MSFT Copilot to usage-based pricing with open-source AI model DeepSeek instead of OpenAI due to costs
👨💻1
🇨🇭 Global One SI - Prompt
Cursor acquired for a massive $60B by SpaceX Elon wasn't lying when he said SpaceX will hit $1T revenue by 2030
In the AI era, coding models are the crown jewels.
Whoever masters AI-driven software development gains the ability to iterate at unprecedented speed through human guidance.
That’s why OpenAI and Anthropic have moved so fast.
Now, xAI has officially joined the battle.
Whoever masters AI-driven software development gains the ability to iterate at unprecedented speed through human guidance.
That’s why OpenAI and Anthropic have moved so fast.
Now, xAI has officially joined the battle.
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Cursor founders right now
🇨🇭 Global One SI - Prompt
Jeff Bezos when he tests Claude to make Amazon better but Fable 5 accidentally builds a better app than Amazon, so he has to cancel before too late
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Jeff Bezos realizing Elon Musk's SpaceX reached a higher market cap in 4 days than Amazon took 29 years to reach
Yeah GLM5-2 is now up on Nebius if you need another provider for your API. One of the strongest Chinese models.
nebius.com
nebius.com
🚨 GLM-5.2 is #Z dot AI’s latest model with open weights (MIT license). Let's go!
Key details:
🧠 Significant improvements in coding, agentic tasks, and reasoning
📏 1M token context window
⚖️ Two modes: (max) for highest performance and (high) for better token efficiency
🔓 Fully open weights under MIT license (same API pricing as GLM-5.1)
Strong focus on long-horizon agentic and coding workloads.
One of the more capable open models currently available.
Key details:
🧠 Significant improvements in coding, agentic tasks, and reasoning
📏 1M token context window
⚖️ Two modes: (max) for highest performance and (high) for better token efficiency
🔓 Fully open weights under MIT license (same API pricing as GLM-5.1)
Strong focus on long-horizon agentic and coding workloads.
One of the more capable open models currently available.
👀1
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$SPCX +43% in 5 days
$PURR +26% in 5 days
your savings account needs 6.8 years to do that
Same week. Completely different life
$PURR +26% in 5 days
your savings account needs 6.8 years to do that
Same week. Completely different life
🇨🇭 Global One SI - Prompt
In a major blow to Sam Altman, Microsoft plans to move $MSFT Copilot to usage-based pricing with open-source AI model DeepSeek instead of OpenAI due to costs
Microsoft $MSFT plans to move Copilot Cowork to a usage based pricing plan🤖
As some will obviously not enjoy this, they are already preparing a low cost enterprise model similar to Copilot!
This is similar towards Anthropic’s model pricing as many find usage based more cost efficient!
As some will obviously not enjoy this, they are already preparing a low cost enterprise model similar to Copilot!
This is similar towards Anthropic’s model pricing as many find usage based more cost efficient!
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Falcon 9’s first stage has landed on the A Shortfall of Gravitas droneship
🇨🇭 Global One SI - Prompt
THIS WEEK is a big week for space ... $SPCX is scheduled to launch Bluebirds 8, 9 and 10 for $ASTS on Wednesday, June 17th @ 2:39AM EDT from Cape Canaveral. $ASTS BlueBirds 8, 9, and 10 are "Block 2" units, featuring the largest commercial phased-array antennas…
Deployment of all three BlueBird satellites confirmed