---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000587362.md"
description: "Just in case you were wondering who the end users of $SIVE likely were:Sivers lasers -> $Amazon(AMZN.US) (Marvell's 8-K SEC filings). Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections. Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+). These volume orders help $SIVE the most out of this supply chain, given their size.This is just one-relation to Amazon, I wanted to point out.But at $720m MC...Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.Source: Serenity"
datetime: "2026-04-19T01:57:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000587362.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000587362.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000587362.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# Just in case you were wondering who the end users …


### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**