Artificial Intelligence Research
Apr 9, 2026

$48B Market for Photonic Integrated Circuit Based Transceivers by 2036
Modern AI and high-performance computing workloads require tremendous amounts of information to be transmitted at enormous speeds between chips, servers, and racks. Traditionally, this has been done with copper wiring over longer distances, but the current generation of architectures has been pushing the physical limits of what copper can achieve, and the industry has been facing a so-called 'interconnect bottleneck'. Photonic integrated circuits…









