# data center revenue — X 热门讨论 (2026-09-30 16:26 UTC)
## @SteveRattner (Steve Rattner) · 09-30 15:12 · ♥92 ↻52 💬8 A.I. companies will need to find at least $4.2 trillion a year in new revenue by 2031 to pay for their data center buildout, per @BainandCompany. https://t.co/NUA3nSfo5F https://x.com/SteveRattner/status/2105314881205411865
## @metavestor (metavestor) · 09-30 13:36 · ♥37 ↻1 💬5 The ultimate bio x AI thematic primer for investors https://x.com/metavestor/status/2105290623926554864
## @Pep_Invest (Pep Invest) · 09-30 12:00 · ♥33 ↻3 💬1 $SIVE The US listing story is getting harder and harder to ignore.
What started only a few months ago as an evaluation of a potential Nasdaq dual listing is increasingly looking like a real corporate project with a defined timeline, dedicated infrastructure and very concrete preparation behind it.
Yesterday’s update is another important step.
Sivers is proposing Ernst & Young as its new auditor and explicitly connects that decision to its preparations for a potential US dual listing, US capital markets experience and SEC reporting requirements.
That matters.
The company is actively changing parts of its financial and reporting infrastructure to make itself compatible with the requirements of the US capital markets.
Look at how quickly the language has evolved.
In April, $SIVE said it was evaluating a potential dual listing.
Then the company started preparing historical financial statements under PCAOB requirements.
In July, management referred to its dual listing objective.
In August, $SIVE said it expected to complete all necessary preparations during the first half of 2027.
Now we have a proposed auditor change where US capital markets experience and SEC reporting capability are explicitly cited as reasons.
That progression is extremely important.
Evaluation. PCAOB preparation. Internal reporting upgrades. A defined H1 2027 preparation timeline. A new auditor with US and SEC experience.
Its photonics opportunity is expanding rapidly.
The company is building toward significantly larger CW laser capacity in Glasgow.
Its relationship with $JBL creates exposure to the next generation of AI data center optical interconnects.
Its technology is positioned around external laser sources, silicon photonics, optical I/O and the broader shift toward higher bandwidth and lower power connectivity inside AI infrastructure.
At the same time, $SIVE continues to build exposure to US defense, satellite communications and advanced semiconductor programs.
That means a US listing would not simply be a cosmetic change of trading venue.
It could place $SIVE directly in front of the investor base that already understands and actively values AI infrastructure, photonics, optical connectivity, semiconductors, defense technology and next-generation data center architectures.
That investor base is dramatically deeper in the United States than it is in Sweden.
And this is what makes the potential timing so fascinating.
$SIVE currently expects the necessary US listing preparations to be completed during H1 2027.
The major commercial ramp in photonics is expected to become increasingly visible through 2027.
Glasgow capacity expansion is targeted for late 2027.
The company is positioning itself for a much larger revenue base beyond that.
In other words, $SIVE could potentially arrive on the US market just as the fundamental story becomes substantially easier for investors to see.
For a small Swedish semiconductor company operating directly inside some of the most important technology transitions of this decade, that matters enormously.
Companies do not prepare PCAOB financials, upgrade reporting systems, establish a H1 2027 preparation timeline and select an auditor specifically for US capital markets and SEC requirements for no reason.
For me, the US listing is rapidly developing from an interesting optionality into one of the most important potential catalysts in the entire $SIVE story. > 引用 @Sofigoodboy: $SIVE ADR listed in US OTC Market newly.
The ticker is '$SSMIY'. https://t.co/phtFwUm9td https://x.com/Pep_Invest/status/2105266412864536923