Sivers Semiconductors Partners With POET Technologies to Deliver Innovative Light-Engines And Strengthen Serviceable Market Offerings in Next-Gen AI Infrastructure

Core Insights - Sivers Semiconductors and POET Technologies have formed a strategic partnership to combine their technologies, aiming to deliver scalable and energy-efficient light sources for AI datacenters [1][4] - The collaboration focuses on addressing the growing demands for high-speed connectivity in AI datacenters, as traditional technologies reach their performance limits [2][3] Group 1: Partnership Details - The partnership integrates Sivers' distributed feedback (DFB) laser technology with POET's Optical Interposer™ platform, creating high-performance Light-Engine solutions for future pluggable transceivers and External Light Sources (ELS) [3][4] - Prototypes of the new technology are expected to be demonstrated to customers in the first half of 2026, with production readiness targeted for the end of 2026 [4] Group 2: Market Context - The demand for co-packaged optics (CPO) is increasing due to next-generation GPU architectures, which require innovative technologies like continuous wave (CW) lasers [2][3] - The partnership positions both companies to capitalize on the rapidly growing AI optical connectivity market, which is essential for the evolving needs of hyperscale data centers [4][6]