POET and Sivers partner on co-packaged optics for AI
By combining Sivers’ DFB laser technology with POET’s optical interposer platform, the companies plan to develop external light source modules that offer a highly integrated, scalable, and cost-effective solution for datacentres
POET Technologies has announced a strategic collaboration with Sivers Semiconductors to develop high-performance and cost-effective external light source (ELS) modules tailored for co-packaged optics (CPO) and next-generation AI infrastructure.
The partnership brings together Sivers’ customised high-power distributed feedback (DFB) laser technology with POET’s optical interposer platform. The companies say this combination enables a highly integrated, scalable, and cost-optimised solution for the rapidly growing demands of AI clusters and hyperscale datacentres.
“We see a highly complementary fit between our high-performance DFB lasers and POET’s innovative optical interposer platform,” said Vickram Vathulya, CEO of Sivers Semiconductors. “Together, we aim to deliver a new class of external light source modules that address key technical challenges in co-packaged optics and enable our customers to scale efficiently into the AI-driven future.”
According to POET and Sivers, the jointly developed modules will leverage advanced wafer-level manufacturing and chip-scale photonic integration to address critical challenges in both scale out and scale up deployments such as cost, scale, and form factor.
“POET’s Optical Interposer has demonstrated tremendous value in enabling modular and scalable photonic solutions,” said Suresh Venkatesan, executive chairman and CEO of POET Technologies. “By working with Sivers’ proven high-power laser technology, we can deliver external light source modules optimised for size, performance and cost – exactly what the CPO and AI markets demand.”
Tim Savageaux, senior analyst at Northland Capital Markets, commented: “We estimate that the AI optical connectivity opportunity has created over $50 billion in market value to date, with the emerging market for ELS supporting scale up CPO solutions set to add significantly to that. The POET-Sivers collaboration brings technologies together to address an estimated $1 billion+ annual ELS market opportunity and is a primary driver of our research coverage of both companies.”
POET and Sivers say they expect to demonstrate early prototypes to customers in the first half of 2026, and production readiness by the end of 2026.
