社区用户根据Lumilens CEO的LinkedIn帖子中提到CPO/NPO，推测POET和SIVE正在为前三的超大规模云厂商供货，认为这对Sivers的激光业务是利好。
社区用户根据Lumilens CEO的LinkedIn帖子中提到CPO/NPO，推测POET和SIVE正在为前三的超大规模云厂商供货，认为这对Sivers的激光业务是利好。
“Fun new information discovery from Poet OSINT community: Seems likely that $POET / $SIVE are going to power a Top-3 hyperscaler (either Amazon, Microsoft, Google). Given a Linkedin update from Ankur Singla (CEO of Lumilens). Who stated their customer is one of the top 3 hyperscalers with their post focusing on CPO/NPO. With that clue, seems more likely the Sivers CW DFB light source path over other EML suppliers given it's CPO Scale Out/NPO. If you don't remember, Sivers is the laser supplier to Poet. And Poet has purchase agreements with Lumilens. Always fun to find major potential breadcrumbs in the wild before they're officially confirmed. (Disclosure, long Sive)”原帖：X / @aleabitoreddit ↗