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Sivers, O-Net, and Enablence Partner on External Light Sources for AI Datacenters
Trio to develop advanced external light source module using Sivers laser arrays for AI datacenters and high-performance computing.
Mar. 17, 2026 at 12:24pm
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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 to support Co-Packaged Optics (CPO) roll-out in AI datacenters and high-performance computing 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.
Why it matters
CPO integrates 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 37% CAGR, with ELS solutions constituting 10% of this market. The ELS module is a crucial companion to CPO, separating temperature-sensitive lasers from high-power processors to ensure wavelength stability and enhance system reliability.
The details
The ELS module will use Sivers' high-performance DFB laser arrays to deliver the reliability and wavelength stability required to accelerate the deployment of AI datacenters with CPO-based architectures. O-Net Technologies will integrate the Sivers laser arrays and Enablence's NxN Star Coupler to create a scalable ELS module for scale-out and scale-up optical systems.
- 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 laser arrays for the ELS module.
O-Net Technologies
The ODM partner that will integrate the Sivers laser arrays and Enablence's components to deliver the scalable ELS module.
Enablence Technologies Inc.
A company 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 aims to develop a critical component for the growing Co-Packaged Optics market, which is projected to exceed $20 billion by 2036. The external light source module they are creating will help enable more energy-efficient and reliable optical interconnects in AI datacenters and high-performance computing systems.
