Sivers Semiconductors Targets AI Datacenters With New Co-Packaged Optics Light-Source Partnership

New updates have been reported about Sivers Semiconductors.

Sivers Semiconductors has entered a strategic partnership with O-Net Technologies and Enablence Technologies to develop an external light source module built around Sivers’ distributed feedback laser arrays for co-packaged optics in AI datacenters and high-performance computing systems. Under the collaboration, O-Net will act as the original design manufacturer, integrating Sivers’ lasers with Enablence’s NxN Star Coupler to create a scalable light-source platform for large optical switch and GPU clusters.

The initiative positions Sivers at the core of a fast-growing infrastructure shift as co-packaged optics displaces copper interconnects to cut energy consumption by up to 80% in advanced compute environments. Market research from IDTechEx projects the CPO segment to surpass $20 billion by 2036, with external light-source solutions representing about 10% of that opportunity, giving Sivers leverage to monetize its laser technology as CPO architectures scale. Sivers executives highlight that moving temperature-sensitive lasers away from hot processor packages should improve wavelength stability, reliability, and serviceability, strengthening the company’s value proposition to hyperscale AI customers.

By providing the laser arrays that underpin this ELS design, Sivers deepens its role as a component supplier for next-generation AI datacenter and HPC networks, complementing its existing photonics and wireless portfolio in data, SATCOM, defense, and telecom markets. The collaboration is also strategically important as it aligns Sivers with an established optical module ODM and a silicon photonics player, potentially accelerating time-to-market and design wins in co-packaged optics deployments. If adoption follows forecast trajectories, the partnership could translate into recurring high-margin component revenues and reinforce Sivers’ positioning as an enabler of more energy-efficient, high-bandwidth data infrastructure.