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AI drives photonics innovation

May. 07, 2026 –

By Nick Flaherty, eeNews Europe

Photonics is rapidly becoming a key technology for AI in the datacentre. Using light to connect chiplets and memory can significantly reduce the power consumption of AI systems, a factor that is limiting the overall performance.

Companies are buying up key photonic technology suppliers, while research labs are pushing back the boundaries of what is possible.

“The rapid growth of AI workloads is creating immense pressure on the entire data centre stack, with the interconnect fabric emerging as a major bottleneck,” said Sameh Boujelbene, Vice President, Market Research at Dell’Oro Group. “The industry has long recognized the critical role of Co-Packaged Optics in addressing power, performance, and density challenges.”

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