Photonics and Optical Computing: The Future of Low-Power AI Training.

AI InfrastructureAI training efficiencyEnergy Efficient ComputingLow Power AIOptical ComputingPhotonic computingPhotonicsPhotonics AISemiconductor IndustrySustainability Technology

July 2026

129Pages of Deep Analysis

184Curated Credible Sources

67Proprietary AI Visuals

64Data Analysis Tables

$1,195

Sandeep Munasinghe

10+ Years of Experience

Prime Researcher | Ghost Research

Proven PartnersStax Inc.

Sandeep Munasinghe

10+ Years of Experience

Prime Researcher | Ghost Research

Proven PartnersStax Inc.

Bio

Sandeep is a Senior Research Analyst and Strategy Consultant delivering high-impact insights to global clients across private equity, venture capital, corporates, and startups. He specializes in market research, competitive intelligence, and strategic advisory, supporting engagements such as commercial due diligence, market entry strategy, growth opportunity identification, and competitor benchmarking across industries including technology, healthcare, retail, industrials, and consumer markets. With prior experience at a U.S.-based global management consulting firm, he brings a strong foundation in rigorous research methodologies and client delivery standards, and now operates independently, partnering with international clients to deliver tailored, evidence-based insights focused on clarity, practicality, and decision-making impact.

Sectors

IndustrialsInformation TechnologyReal Estate

Functional Expertise

Strategy & GTMData & AIMarket IntelligenceMarketing & Growth

Top Insights.

Photonics can reduce AI infrastructure power consumption and improve system efficiency.The market is shifting towards photonics as a core component of AI infrastructure.Silicon photonics and co-packaged optics are key technologies for large-scale AI deployment.Government policies are supporting photonics as part of semiconductor and energy strategies.Adoption is proceeding from communication to integrated optical components.

Key Questions Answered.

Perspective.

purposeTo analyze the impact of photonics and optical computing on AI infrastructure efficiency.

audienceCIOs, CTOs, IT leaders, technology investors, and policy makers.

special emphasisEmphasis on sustainability, energy efficiency, and strategic investment.

Summary.

Photonics and optical computing are positioned to revolutionize AI infrastructure by significantly lowering power consumption and boosting bandwidth efficiency. As of 2026, AI optical transceiver investments are projected to escalate from $16.5 billion in 2025 to $26 billion, reflecting increasing market demand for efficient AI networking solutions.

Future trends emphasize the integration of optical I/O and co-packaged optics, anticipating market growth to over $39 billion by 2030. This shift, driven by demand for scalable AI systems, underscores critical investment in scalable architectures and serviceable photonic components, positioning the sector for major infrastructure advancements.

Photonics and Optical Computing: The Future of Low-Power AI Training.

Sandeep Munasinghe

Sandeep Munasinghe

1What is the primary focus of the report?

2What is the market outlook for photonics in AI by 2030?

3Who are the primary players in the photonics space for AI?

4What are the main challenges in adopting photonics in AI?

5What role does sustainability play in the adoption of photonics?

Perspective.

Summary.