News: Optoelectronics
17 March 2026
Sivers, O-Net and Enablence partner to develop external light sources for AI data centers
Sivers Semiconductors AB of Kista, Sweden (which supplies RF beam-former ICs and lasers for AI data-center, SATCOM, defense and telecom applications) has announced a strategic partnership with optical communication device, module and subsystem maker O-Net Technologies (Group) Co Ltd of Shenzhen, China and Enablence Technologies Inc of Ottawa, Ontario, Canada (which designs and manufactures optical components) to develop an advanced external light source (ELS) module with Sivers laser arrays to support co-packaged optics (CPO) roll-out in AI data centers and high-performance computing (HPC) systems. O-Net will serve as the ODM partner, integrating Sivers’ laser arrays and Enablence’s NxN Star Coupler to deliver a scalable ELS module for scale-out and scale-up optical systems.
CPO integrates most optical elements into GPU and switch packages, delivering high-speed optical interconnects with 80% lower energy consumption compared to copper. Market analyst firm IDTechEx (in a December 2025 report) forecasts that the CPO market will rise at a compound annual growth rate (CAGR) of 37% from 2026 to more than US$20bn by 2036, with ELS solutions constituting 10% of this.
“ELS is a crucial companion to CPO because it separates temperature-sensitive lasers from the extreme heat of high-power processors, ensuring wavelength stability and significantly enhancing system reliability and serviceability,” notes Alex McCann, managing director for Sivers’ Photonics business. “Our high-performance DFB [distributed feedback] laser arrays deliver the reliability and wavelength stability required to accelerate the deployment of AI data centers with CPO-based architectures,” he adds.
“O-Net Technologies is pleased to partner with Sivers and Enablence to enhance our advanced external light source module,” says O-Net’s CEO & chairman Austin Na. “Together, we’re enabling a practical, scalable ELS aligned with the needs of high-performance compute (HPC) and AI data centers,” he adds.
“We are excited to partner with Sivers and O-Net to help redefine how optical interconnects scale for the AI era,” states Enablence’s CEO Todd Haugen. “Our NxN Star Coupler enables efficient wavelength distribution at scale, and together we are unlocking an effective optical pathway for CPO-based architectures to keep pace with exponential growth in AI data-center compute.”
Sivers to supply lasers and optical amplifiers worth $53–138m over customer’s product life-cycle
