AMD即将在7月22-23日举办的SF活动预计将披露CPO路线图和MI500的更多细节。作者指出，如果AMD确认CPO路线，从主题上看将是积极的。对于SIVE，如果有任何细节确认其
AMD即将在7月22-23日举办的SF活动预计将披露CPO路线图和MI500的更多细节。作者指出，如果AMD确认CPO路线，从主题上看将是积极的。对于SIVE，如果有任何细节确认其参与到AMD的CPO供应链中（通过Ayar Labs或GF SCALE），将极为利好，因为SIVE是上游激光供应商。不过作者表示现在判断还为时过早。其他提到的公司包括：GFS（据报道参与MI500 CPO工作）、ALAB（预计参与UAL）以及AVGO（预计参与ESUN）。
“It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23). From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500. If they confirm CPO route, would positive thematically since it's not just $NVDA forcing the transition. As for $SIVE, we'll get a better read if they're directly in AMD supply chains. Since right now, it's possible to map it through $GFS (reportedly involved in AMD MI500 CPO work) or AYAR (which AMD invested in). But no formal confirmations. So if you're turning in: - CPO thematic positive: MI500 explicitly commits to CPO/optical UALink. - AMD gives details using Ayar Labs or GF SCALE for MI500 CPO: That would be extremely positive for $SIVE, given they're the upstream laser supplier / reference laser. Currently, Blayne Curtis from Jefferies expect AMD to work with $ALAB on UAL and $AVGO on ESUN... but juicy details are here: "We are looking for whether AMD commits to a CPO based scale up solution and who supplies the optical engine" We'll get a broader read through on the supply chain come Wednesday/Thursday, too early to tell today.”原帖：X / @aleabitoreddit ↗