Sivers Semiconductors被强调为机器人领域（通过与LG Innotek合作驱动Boston Dynamics Atlas）和物理AI领域（通过Nvidia Hyp
Sivers Semiconductors被强调为机器人领域（通过与LG Innotek合作驱动Boston Dynamics Atlas）和物理AI领域（通过Nvidia Hyperion生态系统）的关键激光器供应商。此外，苹果被暗示为生物识别和健康监测光学传感模块的客户。作者认为这些关系可能带来高收入。
“$SIVE + Aeva likely coded from the new PR today and SIVE + Apple. For Sivers lasers powering robotics / physical AI. -> Sivers lasers powering Boston Dynamics Atlas via. LG Innotek for robotics -> Nvidia Hyperion ecosystem w/ Sivers lasers for physical AI. Are possible paths with Aeva. Apple likely using Sivers also reiterated from the newer webpage: “Optical sensing modules for wearables” from biometric and health monitoring. They just can’t namedrop partners due to confidentiality, but consumer sensing is probably the biggest tell. Physical AI and mass consumer production with Apple would be very material to revenue.”原帖：X / @aleabitoreddit ↗