作为在瓶颈行业中寻求长期协议的客户被提及，为AAOI等供应商带来需求。
原文（帖子真实语言）
Named as a customer hunting for long-term agreements in the bottlenecked industry, driving demand for suppliers like AAOI.
AMD 与超大规模数据中心提供商一样，需要更多产能，但正面临关键激光组件的广泛行业短缺。
原文（帖子真实语言）
AMD, alongside hyperscalers, requires more capacity but is facing the broad industry shortage in critical laser components.
被提及为CW激光器的潜在客户，寻求大额采购合同并引用GFS/Sivers。
原文（帖子真实语言）
Named as a potential customer for CW lasers, seeking large purchase agreements and referencing GFS/Sivers.
被提及为寻求AAOI稀缺激光产能的超大规模客户。
原文（帖子真实语言）
Named as a hyperscaler customer seeking AAOI's scarce laser capacity.
AMD据报道正在寻求保障连续波激光产能，可能与供应商签署长期协议。
原文（帖子真实语言）
AMD is reportedly seeking to secure CW laser capacity, potentially signing long-term agreements with suppliers.
这些主要公司因行动迟缓，让自己被英伟达的市场主导地位所束缚。
原文（帖子真实语言）
These major players have been "stupidly slow" and allowed themselves to be bottlenecked by NVDA's market dominance.
据报道，AMD正急于寻求CW激光器供应，协商大量采购订单以避免供应受限。
原文（帖子真实语言）
AMD is reportedly scrambling for CW laser supply, negotiating large-scale orders to avoid supply constraints.
被提及为使用依赖SIVE基础激光器技术的超大规模公司。
原文（帖子真实语言）
Cited as a hyperscaler that uses technology relying on SIVE's foundational lasers.
被提及为Lightmatter和Ayar Labs等高潜力光互连私营公司的重要支持者。
原文（帖子真实语言）
Named as a heavy backer of high-potential private optical interconnect companies like Lightmatter and Ayar Labs.
可能会将SIVE集成到其CPO生态系统中。
原文（帖子真实语言）
Potentially integrating SIVE into its CPO ecosystem.
被提及为参与玻璃基板技术开发的合作伙伴的下游客户。
原文（帖子真实语言）
Mentioned as a downstream customer of partners involved in glass substrate technology development.
分析师传闻称，AMD可能正与AAOI就光模块产能进行洽谈。
原文（帖子真实语言）
Named in analyst rumors as potentially conversing with AAOI for optical transceiver capacity.
作为Ayar Labs的投资者被提及，将其与GFS的CPO合作通过Ayar与SIVE联系起来。
原文（帖子真实语言）
Noted as an investor in Ayar Labs, linking its CPO partnership with GFS to SIVE through Ayar.
被列为 Globalfoundries 平台潜在用户之一，Sivers 激光器将嵌入其中。
原文（帖子真实语言）
Named as a potential user of Globalfoundries' platform where Sivers' lasers will be embedded.
被提及为将使用CPO、可插拔和SiPH功能标准激光代工服务的公司。
原文（帖子真实语言）
Named as companies using the foundry for the new functional standard laser for CPO, Pluggables, and SiPH.
其CPO项目很有可能采用Sivers的技术。
原文（帖子真实语言）
Has a high chance of using Sivers' technology for its CPO program.