Aeva unveils high-power optical amplifier to tackle AI data center power and thermal challenges

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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 Expands Photonics Expertise into 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 Celsius

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. Aeva stock jumped 8% following the announcement, reflecting investor confidence in the company's strategic pivot toward the rapidly expanding AI infrastructure market

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Addressing Power Efficiency and Thermal Management in Scaling AI Workloads

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 architectures

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. 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 deployments

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. This matters because traditional optical components struggle to maintain performance at elevated temperatures, creating bottlenecks as data center densities increase.

Supporting Co-Packaged Optics Architectures and High-Performance Optical Components

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 demand

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. This manufacturing approach positions the company to compete with established players in high-performance optical components while leveraging its existing photonics capabilities.

Extending FMCW LiDAR Applications Beyond Autonomous Systems

"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 systems

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. FMCW LiDAR technology benefits from the same thermal robustness and power characteristics needed in data centers, creating synergies across Aeva's product portfolio.

Technical Validation at SPIE Photonics West Conference

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.

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