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Aeva stock surges after unveiling high-power optical amplifier for AI data centers By Investing.com
Investing.com -- Aeva (NASDAQ:AEVA) stock surged 8% after the company unveiled a new high-power semiconductor optical amplifier (SOA) designed for AI data centers and physical AI applications. The Mountain View, California-based company, known for its sensing and perception systems, is expanding its photonics expertise beyond FMCW LiDAR sensing into the rapidly growing AI infrastructure market. Aeva's new SOA delivers optical output power exceeding 28 dBm with wall-plug efficiencies greater than 20% at temperatures up to 50 degrees Celsius. This development comes as AI workloads continue to scale, creating challenges around power efficiency, thermal management, and data transmission capacity in data centers. The company's SOA technology is manufactured in modern semiconductor fabs, which Aeva says enables "high yield, excellent reliability, long-term stability, and cost-effective scaling." "This new high-power SOA reflects Aeva's deep expertise in photonics and semiconductor design and has the potential to enable a new class of scalable architectures across both AI data centers and FMCW LiDAR applications for automotive and Physical AI applications," said Pradeep Srinivasan, VP of Photonics at Aeva. The company will present detailed technical performance and reliability results in a paper at the annual SPIE Photonics West Conference on January 19. Aeva's move into optical amplification technology positions it to address growing demand for high-performance optical components in next-generation AI data center architectures. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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Aeva Unveils High-Power Semiconductor Optical Amplifier for AI Data Center and Physical AI Applications
Aeva announced the development of a new high-power semiconductor optical amplifier (SOA) delivering performance for demanding AI data center, supporting Co-Packaged Optics (CPO) architectures, as well as FMCW LiDAR applications. As AI workloads continue to scale rapidly, data centers are facing mounting challenges around power efficiency, thermal management, and capacity for transmitting large amounts of data. These constraints are accelerating adoption of high-efficiency, high-temperature optical amplification technologies to support next-generation AI data center architectures such as co-packaged optics, External Laser Small Form-Factor Pluggable (ELSFP), and high-bandwidth parallel optical channels. The development of the new SOA extends Aeva's vertically integrated photonics platform beyond sensing, opening new opportunities where high-performance optical technologies underpin the future of data centers, Physical AI and autonomous systems. Aeva's SOA technology is produced in modern semiconductor fabs, enabling high yield, excellent reliability, long-term stability, and cost-effective scaling to meet growing market demand. Designed to address these requirements, Aeva's Optical Amplifier demonstrates optical output power exceeding 28dBm while achieving wall-plug efficiencies greater than 20% at temperatures up to 50 degrees Celsius. The combination of high power, efficiency, and thermal robustness drives lower system power dissipation, reduced costs, and significantly improves reliability in large-scale AI data center deployments and advanced multi-beam FMCW LiDAR systems. Aeva, the Aeva logo, Aeva 4D LiDAR, Aeva Atlas, Aeries, Aeva Eve, Aeva Omni, Aeva Ultra Resolution, Aeva CoreVision, and Aeva X1 are trademarks/registered trademarks of Aeva, Inc.
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Mountain View-based Aeva announced a new semiconductor optical amplifier delivering over 28 dBm optical output power with greater than 20% wall-plug efficiencies at temperatures up to 50 degrees Celsius. The technology addresses mounting power efficiency and thermal management challenges as AI workloads scale rapidly in data centers. Aeva stock surged 8% following the announcement, as the company expands beyond its LiDAR sensing roots into the AI infrastructure market.
Aeva, the Mountain View, California-based company known for its sensing and perception systems, announced a breakthrough high-power semiconductor optical amplifier designed to address critical challenges facing AI data centers and physical AI applications
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. The new SOA technology delivers optical output power exceeding 28 dBm while achieving wall-plug efficiencies greater than 20% at temperatures up to 50 degrees Celsius2
. Aeva stock jumped 8% following the announcement, reflecting investor confidence in the company's strategic pivot toward the rapidly expanding AI infrastructure market1
.As AI workloads continue to scale rapidly, data centers face mounting challenges around power efficiency, thermal management, and data transmission capacity
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. These constraints are accelerating adoption of high-efficiency, high-temperature optical amplification technologies to support next-generation architectures2
. The combination of high power, efficiency, and thermal robustness in Aeva's semiconductor optical amplifier drives lower system power dissipation, reduced costs, and significantly improves reliability in large-scale deployments2
. This matters because traditional optical components struggle to maintain performance at elevated temperatures, creating bottlenecks as data center densities increase.The new SOA supports demanding co-packaged optics architectures, External Laser Small Form-Factor Pluggable ELSFP, and high-bandwidth parallel optical channels
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. Co-Packaged Optics represents a critical evolution in data center design, placing optical components directly alongside processors to minimize latency and maximize bandwidth. Aeva's technology is manufactured in modern semiconductor fabs, enabling high yield, excellent reliability, long-term stability, and cost-effective scaling to meet growing market demand1
. This manufacturing approach positions the company to compete with established players in high-performance optical components while leveraging its existing photonics capabilities.Related Stories
"This new high-power SOA reflects Aeva's deep expertise in photonics and semiconductor design and has the potential to enable a new class of scalable architectures across both AI data centers and FMCW LiDAR applications for automotive and Physical AI applications," said Pradeep Srinivasan, VP of Photonics at Aeva
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. The development extends Aeva's vertically integrated photonics platform beyond sensing, opening new opportunities where high-performance optical technologies underpin the future of data centers and autonomous systems2
. FMCW LiDAR technology benefits from the same thermal robustness and power characteristics needed in data centers, creating synergies across Aeva's product portfolio.Aeva will present detailed technical performance and reliability results in a paper at the annual SPIE Photonics West Conference on January 19
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. This presentation will provide industry experts and potential customers with validated data on the SOA's capabilities in real-world conditions. The move into optical amplification technology positions Aeva to capture demand for next-generation AI data center architectures as hyperscalers and enterprise customers seek solutions to bandwidth and thermal limitations. Observers should watch for customer adoption announcements and whether Aeva can translate its LiDAR expertise into sustained revenue growth within the competitive AI infrastructure market, where established semiconductor players already command significant market share.Summarized by
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