$Silver Verde May Mining Co., Inc.(SIVE)$ looks like it could be in an interesting spot with the latest CPO news. $NVIDIA(NVDA)$ confirmed co-packaged optics has moved into mass production, with CPO-based switches already shipping to customers and running in its own AI factories. Broader deployments are expected later this year. The real opportunity seems to be in scale-up networking, where bandwidth requirements are much higher than traditional scale-out. That lines up with Ayar Labs' Optical I/O tech, and Ayar Labs is a strategic partner of SIVE. With its expanded manufacturing partnership with Ayar Labs, $Silver Verde May Mining Co., Inc.(SIVE)$ appears positioned in a key part of the AI optical supply chain.
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