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Sivers, O-Net, and Enablence Partner on External Light Sources for AI Datacenters
Trio to develop advanced external light source (ELS) module using Sivers laser arrays for AI datacenters and high-performance computing.
Mar. 17, 2026 at 8:06am
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Sivers Semiconductors, O-Net Technologies, and Enablence Technologies have announced a strategic partnership to develop an advanced external light source (ELS) module with Sivers laser arrays. The ELS module will support the rollout of Co-Packaged Optics (CPO) in AI datacenters and high-performance computing systems. O-Net Technologies will serve as the ODM partner, integrating Sivers' laser arrays and Enablence's NxN Star Coupler to deliver a scalable ELS module.
Why it matters
CPO integrates most optical elements into GPU and Switch packages, delivering high-speed optical interconnects with 80% lower energy consumption compared to copper. The CPO market is projected to exceed $20 billion by 2036, growing at a robust 37% CAGR from 2026 to 2036, with ELS solutions constituting 10% of this market. The ELS is a crucial companion to CPO as it separates temperature-sensitive lasers from the extreme heat of high-power processors, ensuring wavelength stability and enhancing system reliability and serviceability.
The details
The partnership will leverage Sivers' high-performance DFB laser arrays, O-Net's advanced external light source module expertise, and Enablence's NxN Star Coupler technology to deliver a scalable ELS module for scale-out and scale-up optical systems in AI datacenters and high-performance computing.
- The partnership was announced on March 17, 2026.
The players
Sivers Semiconductors AB
A global leader in photonics and wireless technologies that is providing its high-performance DFB laser arrays for the ELS module.
O-Net Technologies
The ODM partner that will integrate the Sivers laser arrays and Enablence's technology to deliver the scalable ELS module.
Enablence Technologies Inc.
A company that is providing its NxN Star Coupler technology to enable efficient wavelength distribution at scale for the ELS module.
What they’re saying
“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.”
— Alex McCann, Managing Director for Sivers' Photonics business
“Together, we're enabling a practical, scalable ELS aligned with the needs of High-Performance Compute (HPC) and AI data centers.”
— Austin Na, CEO and Chairman of O-Net Technologies
“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.”
— Todd Haugen, CEO of Enablence Technologies
The takeaway
This partnership between Sivers, O-Net, and Enablence highlights the growing importance of Co-Packaged Optics (CPO) in enabling energy-efficient and high-performance optical interconnects for the exponential growth in AI datacenter compute. The development of a scalable external light source (ELS) module is a crucial step in accelerating the adoption of CPO architectures to meet the demands of the AI era.
