Sivers Semiconductors, O-Net and Enablence Technologies Announce External Light Sources for AI Datacenters

Trio to Develop Advanced External Light Source (ELS) Using Sivers Laser Arrays for AI Datacenters and High-Performance Computing (HPC) to be used with Co-Packaged Optics (CPO) architectures

Mar. 17, 2026 at 7:56am

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Sivers Semiconductors AB, O-Net Technologies, and Enablence Technologies Inc. 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 HPC systems. O-Net Technologies will serve as the ODM partner, integrating Sivers Semiconductors' 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 US$20 billion by 2036, growing at a robust CAGR of 37% from 2026 to 2036, with ELS solutions constituting 10% of this market. 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.

The details

Sivers Semiconductors' high-performance DFB laser arrays will deliver the reliability and wavelength stability required to accelerate the deployment of AI datacenters with CPO-based architectures. O-Net Technologies will integrate Sivers' laser arrays and Enablence's NxN Star Coupler to deliver a scalable ELS module for scale-out and scale-up optical systems. Enablence's NxN Star Coupler enables efficient wavelength distribution at scale, unlocking an effective optical pathway for CPO-based architectures to keep pace with exponential growth in AI data center compute.

  • The partnership was announced on March 17, 2026.

The players

Sivers Semiconductors AB

A global leader in photonics and wireless technologies.

O-Net Technologies

One of the largest suppliers of optical communication devices, modules and subsystems in the world, and has taken the lead in many high-tech fields of optical chips, silicon photonics, optical coatings and optoelectronic packaging.

Enablence Technologies Inc.

A publicly traded company listed on the TSX Venture Exchange that designs, manufactures, and sells optical components, primarily in the form of planar Lightwave circuits (PLC), artificial intelligence (AI) and LiDAR technologies on silicon-based chips.

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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

“We are excited to partner with Sivers and O-Net to help redefine how optical interconnects scale for the AI era. 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 Semiconductors, O-Net Technologies, and Enablence Technologies represents a significant step forward in enabling the widespread adoption of Co-Packaged Optics (CPO) architectures in AI datacenters and high-performance computing systems. By developing an advanced external light source (ELS) module that addresses key challenges around wavelength stability and system reliability, the trio is poised to accelerate the transition to more energy-efficient optical interconnects that can keep pace with the exponential growth in AI compute demand.