ARTIFICIAL INTELLIGENCE WHITE PAPER – PHOTONICS (Vol.2)
Semiconductor-driven photonics innovation is crucial to powering the next generation of hyperscale data centers.
Artificial intelligence is reshaping the computing landscape at a velocity that challenges every layer of today’s data center architecture. The explosive rise of AI applications is fueling an unprecedented expansion of global infrastructure, revealing the limits of traditional cloud scaling and accelerating the shift toward advanced photonics interconnects.
Jean-Christophe Eloy,
President & Founder, Yole Group
At Yole Group, we think silicon photonics now stands at the core of this transformation. Its ability to deliver ultra-dense, power-efficient optical bandwidth offers viability and scalability for future AI architectures.
This AI White Paper – Photonic Focus Vol.2 builds on Yole Group’s long-standing expertise in photonics, drawing on market and technology analyses, teardown insights, and strategic assessments that have become industry references.
What’s inside?
Why AI is rewriting the data center playbook AI’s bandwidth hunger is reshaping every layer of the stack, from semiconductor chips to clusters.
Where innovation must go for AI to scale Mapping the technologies that will unlock the next wave of AI performance.
Strategic pathways: scale up vs. scale out Optimizing interconnect strategies for both training and inference.
Where copper ends and optics begin
Silicon photonics: the engine powering AI connectivity Why SiPh is becoming the only scalable path for bandwidth, density, and energy efficiency.
Rapid growth fuels a crowded silicon photonics market
How the major players stack up Who leads, who lags, and who’s closing the gap across the optical interconnect value chain.
Packaging the future of photonics How co-packaged optics is turning packaging into a system-level technology.
And discover Yole Group’s 2025 White Paper Collection with coming issues: HERE
Jean-Christophe Eloy, President & Founder, Yole GroupAt Yole Group, we think silicon photonics now stands at the core of this transformation. Its ability to deliver ultra-dense, power-efficient optical bandwidth offers viability and scalability for future AI architectures.
