POET’s Partnership With Sivers Aims to Power Next-Gen AI Datacenter Connectivity
Innovative Collaboration Addresses Limitations of Current Optical Connectivity
As artificial intelligence continues to push data centers to their technological limits, POET Technologies and Sivers Semiconductors are joining forces to deliver a much-needed leap forward in optical connectivity. Their new partnership, announced today, combines POET’s highly integrated Optical Interposer™ platform with Sivers’ advanced distributed feedback (DFB) laser technology, setting the stage for scalable and energy-efficient light sources in AI and hyperscale data centers.
Current Infrastructure Faces Scalability Challenges
The explosive growth of AI workloads is pushing data speeds from 800 Gbps towards 6.4 Tbps and beyond—levels at which today’s traditional pluggable transceivers and externally modulated lasers (EMLs) are fast approaching their technical ceiling. This demand is being driven by the next generation of GPU architectures, which increasingly rely on co-packaged optics (CPO) and require robust external light sources (ELS) for performance and efficiency.
POET and Sivers: Combining Strengths to Deliver 'Plug-and-Play' Light-Engines
Through their partnership, Sivers’ differentiated laser portfolio is being merged with POET’s patented Optical Interposer™ technology to deliver fully integrated, scalable light-engine subsystems. These solutions promise “plug-and-play” deployment—meaning customers can integrate advanced optical engines faster, helping them keep up with rapidly growing AI connectivity requirements.
| Key Partnership Features | Impact on AI Infrastructure |
|---|---|
| Combines Sivers' DFB lasers with POET's Optical Interposer™ | Higher data throughput, energy-efficient connectivity |
| Targets co-packaged optics (CPO) and external light sources (ELS) | Enables next-gen data center architecture |
| Scalable 'plug-and-play' subsystems | Reduces time to market for AI network solutions |
| Prototypes by 1H 2026; production by end of 2026 | Rapid path to market for cutting-edge infrastructure |
Strong Growth Prospects as AI Demands Surge
This collaboration places POET Technologies and Sivers Semiconductors at the forefront of the surging market for AI-focused optical connectivity. As energy efficiency and scalability become top priorities, their joint solution could offer data centers a compelling advantage. According to the press release, customer prototypes are expected by the first half of 2026, with full-scale production targeted by the end of that year—timelines that suggest both companies are moving quickly to capitalize on AI’s accelerating infrastructure demands.
Takeaway: A Potentially Game-Changing Alliance for AI Networking
For investors and technology watchers, this strategic partnership may signal a broader shift towards new architectures in the race for higher speed, lower power AI data connectivity. By addressing the performance and efficiency bottlenecks faced by existing solutions, POET and Sivers could help shape the future of data center design. With production readiness on the near horizon, this is a story worth monitoring as next-generation AI infrastructure comes into focus.
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