Challenge
In today’s rapidly evolving digital landscape, the rise of General Artificial Intelligence (AI) is driving an unprecedented demand for high-bandwidth, low-latency links. The energy required to move data around is outgrowing that of compute, effectively limiting the growth of infrastructure that is required to develop next-generation AI models.
Opportunity
Optics will replace short-reach copper interconnects inside the datacenter (co-packaged optics, CPO). The market for laser sources for CPO is expected to grow to 30M units in 2029 (TAM $6B). Although most traffic remains in the datacenter, their campuses grow in size, creating additional demand for high-capacity datacenter interconnects (1M units in 2029).
Solution
Optics will replace short-reach copper interconnects inside the datacenter (co-packaged optics, CPO). The market for laser sources for CPO is expected to grow to 30M units in 2029 (TAM $6B). Although most traffic remains in the datacenter, their campuses grow in size, creating additional demand for high-capacity datacenter interconnects (1M units in 2029).
Data movement has become the true bottleneck of AI and cloud infrastructure. With photonic transceivers and advanced laser modules, we dramatically reduce energy consumption while increasing bandwidth. This solution enables sustainable scaling of data centres worldwide. It’s essential infrastructure for the AI era.
Benefits
By developing laser modules and coherent-lite transceivers, the PhotonDelta ecosystem partners can begin to address the growing bottleneck of massive datasets that need to be moved across data centre campuses efficiently.
