### @SIVE — Confirmed — from the audited FY2025 annual report
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?
- tier: Confirmed (✓)
- source: SIVE / Two unrelated businesses, and the AI leg is the smaller one
- receipt: https://ticker.thevixguy.com/p/p-day-20260812-sive-src-sive-two-segments-conversation
- posted: 2026-08-12T07:16:45.183Z