Sivers is advancing its role in the AI datacenter optical ecosystem through new support for GlobalFoundries’ silicon photonics platform. The announcement centers on Sivers’ laser arrays, which are set to back technology for GlobalFoundries as it continues to develop and scale optical solutions aimed at high-growth data center connectivity needs.
At the heart of the collaboration is the use of Sivers’ laser array technology to support GlobalFoundries’ silicon photonics platform. Silicon photonics is increasingly viewed as a practical route to moving large volumes of data over shorter, high-bandwidth links—an essential requirement for modern AI training and inference workloads. By integrating Sivers’ laser arrays with GlobalFoundries’ photonics approach, the partners aim to improve the performance and manufacturability of optical components used in datacenter networks.
The news also highlights GlobalFoundries’ broader optical direction, including its SCALE™ optical engine solutions. SCALE™ is positioned as a platform approach for optical interconnects, designed to help enable higher-speed and more energy-efficient connectivity while keeping deployment considerations in mind. In this context, Sivers’ lasers are intended to complement the optical engine solutions and support the platform’s path toward commercialization.
Importantly, the companies frame the initiative around a rapidly expanding market for pluggable optics. The announcement notes targeting a $25B pluggable optics market, reflecting the continued buildout of datacenter infrastructure that relies on modular optical transceivers and related components. As AI-driven traffic surges, network operators seek ways to increase throughput and reduce power usage per bit, while also maintaining flexibility for upgrading systems.
The partnership suggests that the laser arrays will be used to support the overall functionality of optical engines and related silicon photonics-based systems. In practical terms, laser arrays are a key optical building block: they provide the light sources that enable high-speed optical communication. By supplying or enabling laser technology for GlobalFoundries’ photonics platform, Sivers is aiming to strengthen the supply chain and technical foundation for next-generation optical interconnect modules.
While the brief release primarily focuses on product and platform support, the positioning is clear: the companies are aligning capabilities to accelerate adoption of silicon photonics solutions in the datacenter. This includes leveraging Sivers’ expertise in photonic components and integration and combining it with GlobalFoundries’ manufacturing and platform focus.
The overall strategic message is that AI datacenters require increasingly sophisticated optical components, and the path to widespread deployment depends on both performance and scale. Laser arrays, silicon photonics integration, and optical engines like SCALE™ form a combined stack that can be optimized for next-generation networking demands. By coordinating around these elements, Sivers and GlobalFoundries aim to reduce friction between component development and broader system readiness.
The timing of the update—published on Tue, Jun 02, 2026 (07:00 CET)—signals an ongoing push to translate photonics progress into deployable products. The release also points to the continuing momentum in the industry as companies compete to deliver the optical link technologies that can meet the bandwidth, latency, and power efficiency requirements of AI infrastructure.
In summary, the news describes Sivers’ laser arrays moving into a supporting role for GlobalFoundries’ silicon photonics platform and its SCALE™ optical engine solutions. The initiative is geared toward enabling high-performance optical data center connectivity at a moment when demand for pluggable optics continues to grow, with the partners explicitly targeting a large addressable market of $25B. According to the original source: Source.
Anders Storm: Breaking news! 💥 Sivers $SIVE & GlobalFoundries $GFS Advance AI Data Center Optical Solutions Tue, Jun 02, 2026 07:00 CET Sivers’ laser arrays to support GlobalFoundries’ silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market. #breaking
— @StormDirac May 1, 2026
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