Remember, the shortage you describe is exactly the bottleneck we're qualifying into — Wireless, roughly 70% of revenue and up 53% in 2025, funds the Photonics leg where datacenter laser revenue today is zero, Right? Our opportunity pipeline moves left to right from engineering fees and LiDAR toward 2027 production potential, approximately $9 million Photonics base today. Small, nimble, batting above our size. Room for many players. Okay?

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SIVE / Two unrelated businesses, and the AI leg is the smaller one

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/p/p-day-20260812-sive-src-sive-two-segments-conversation ↗

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2026-08-12T07:16:45.183Z