Nah, $SIVE is the most unusual $1B photonics company I've ever seen.
Just for AI DCs alone:
- Reference laser for $GFS SCALE (CPO/NPO/pluggable)
- 7 pluggable engagements disclosed, with $JBL as primary ramp (with H1 2027 timeline)
- ELS path with O-Net
- ELS path with $POET