BlockBeats News, July 21st, AMD will hold the Advancing AI event in San Francisco on July 22nd to 23rd, where more details about the MI500 series GPU and scale-up CPO roadmap are expected to be disclosed. Serenity pointed out in response to community questions that if AMD explicitly commits to adopting the CPO scheme at the event and discloses that the photonics supplier will be a positive for the entire CPO theme—this means promoting the optical interconnect transformation will no longer be exclusive to just NVIDIA.

Currently, Jefferies analyst Blayne Curtis expects AMD to collaborate with Astera Labs on UAL and with Broadcom on ESUN, but the key point is whether AMD will officially transition to a CPO-based scale-up scheme and who will supply the photonics engine. Serenity believes that a clearer supply chain readout can only be obtained after the event on Wednesday or Thursday, so it is too early to draw conclusions at the moment.

For Sivers, the supply chain association can currently only be inferred through an indirect path: first, Grayscale is rumored to be working with AMD on the MI500 CPO project, and Sivers is its reference laser supplier; second, AMD has previously invested in Ayar Labs. If AMD reveals at the event that they will specifically use Ayar Labs or Grayscale SCALE as the MI500 CPO photonics engine solution, it will be a great boon for Sivers—Sivers, as an upstream laser and reference laser supplier, is in a core position in both paths. The upcoming MI500 is expected to shift to a native UAL scale-up architecture, with each rack supporting 256 GPUs interconnected through optical interconnects. Sivers has been strategically positioned in various technology paths such as CPO, pluggable optical modules, and silicon photonics since the beginning of this year. If this AMD event confirms its indirect entry into the supply chain, it will further validate its comprehensive layout logic in the field of optical interconnectivity.