SIGNALInfrastructure Software·Jul 9, 2026, 7:15 AMSignal75Medium term

As AI Moves from Training to Inference, Optics Moves Closer to the Chip

Source: EE Times

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As AI Moves from Training to Inference, Optics Moves Closer to the Chip

Imec researchers argue that co-packaged optics will not be enough for future AI systems, pushing the industry toward 2.5D and eventually 3D optical I/O. The post As AI Moves from Training to Inference, Optics Moves Closer to the Chip appeared first on EE Times .

Why this matters
Why now

The increasing computational demands of AI inference, particularly with large models, are pushing current interconnect technologies to their limits, necessitating innovation in optical integration.

Why it’s important

This development indicates a fundamental shift in how AI hardware will be designed, moving optics closer to silicon to overcome bandwidth and power constraints, impacting the future performance ceilings of AI.

What changes

The conventional approach of co-packaged optics is being superseded by more integrated 2.5D and 3D optical I/O solutions, fundamentally altering chip architecture for AI systems.

Winners
  • · Optics manufacturers
  • · Advanced packaging companies
  • · AI chip designers
  • · Hyperscale data centers
Losers
  • · Traditional electrical interconnect providers
  • · Older AI hardware architectures
Second-order effects
Direct

Increased performance and energy efficiency for AI inference workloads.

Second

New supply chains and manufacturing processes will emerge for integrated optical and silicon components.

Third

This could enable the next generation of AI models that are orders of magnitude larger and more capable, further accelerating AI development.

Editorial confidence: 90 / 100 · Structural impact: 60 / 100
Original report

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