Core Insights - POET Technologies Inc. has announced a strategic collaboration with Sivers Semiconductors AB to develop high-performance External Light Source (ELS) modules for Co-Packaged Optics (CPO) and next-generation AI infrastructure [1][2][4] Company Collaboration - The partnership combines Sivers' high-power distributed feedback (DFB) laser technology with POET's Optical Interposer™ platform, creating a scalable and cost-optimized solution for AI clusters and hyperscale data centers [2][3] - The collaboration aims to address technical challenges in co-packaged optics, enabling efficient scaling into AI-driven markets [3][4] Market Opportunity - The AI Optical connectivity opportunity has generated over $50 billion in market value to date, with the emerging ELS market expected to contribute significantly to this figure [4] - The collaboration is projected to target an estimated annual ELS market opportunity exceeding $1 billion [4] Development Timeline - POET and Sivers plan to demonstrate early prototypes to customers in the first half of 2026, with production readiness anticipated by the end of 2026 [5]