Photonics Infrastructure Outlook
Critical technology gaps that will bottleneck AI ecosystem scaling if not addressed within the next five years.
Critical Milestones
Key inflection points where photonics gaps become binding constraints on AI infrastructure.
Technology Gap Analysis
Quantified bottlenecks with current state, targets, and resolution timelines.
Ecosystem Map
Players, technologies, and dependency relationships. Drag nodes to explore.
Investment Landscape
Funding, valuations, and technology readiness across key ecosystem players.
Manufacturing Scale-Up
CPO yield improvement from 50-60% to 80%+ is the primary blocker. Foundry partnerships with TSMC and Intel provide strategic advantage.
Thermal Management
Liquid cooling growing at 30% CAGR. Direct-to-chip solutions critical for 120 kW/rack AI clusters emerging with GB200.
Comb Laser Technology
Multi-wavelength sources scaling from 4 to 128 channels enable DWDM density required for next-gen AI node interconnects.
Test Infrastructure
Testing represents 29% of manufacturing cost. Automated photonic ASIC testing is prerequisite for volume production.