Serenity's recent bet on Sivers directly secures the entry point for GF Silicon Photonics' ecosystem of light sources, adding another layer to the narrative of AI data center optical interconnects.

BlockBeats reports that Serenity has hinted at a collaboration with a photonics company whose lasers are considered industry standards for CPO, Pluggables, and SiPH, which may benefit AI chipmakers such as NVDA, AVGO, AMD, and MRVL. The community says the company is Serenity’s heavily held stock, Sivers Semiconductors (SIVE). Sivers subsequently announced a strategic cooperation with GlobalFoundries, integrating laser arrays into GF’s silicon photonics platform and the SCALE reference design to support AI datacenter optical interconnects. The goal is to reach a market size of $25 billion by 2030, become the default light source in GF’s silicon photonics ecosystem, and improve bandwidth and energy efficiency.