Vuzix® Corporation, a leading supplier of AI-powered smart glasses, waveguides and augmented reality technologies, today announced that it has begun shipping its first Causeway™ waveguide bridge samples to select prospective customers and ecosystem partners, and is making a broader optical interconnect evaluation kit available for AI data center optical interconnect applications, including co-packaged optics (CPO) architectures.

Industry forecasts point to significant growth in this emerging market. TrendForce forecasts that the combined co-packaged optics and near-package optics market could grow from approximately $100 million in 2025 to more than $39 billion by 2030 as AI data center architectures increasingly adopt optical interconnect technologies.*

Data centers consumed approximately 4.4% of total U.S. electricity in 2023 and are projected to account for roughly 6.7% to 12% by 2028.** As the volume of data moving between GPUs, accelerators and switches continues to increase, the existing interconnects carrying that traffic consume a growing share of system power. Moving optical connectivity closer to compute and switching silicon is one approach the industry is exploring to reduce the power, complexity and performance limits associated with existing high-speed electrical interconnects that primarily consist of copper. Optical interposers and related planar optical structures are being evaluated across the industry as a means of routing light more efficiently within dense compute packages, with the goal of increasing data rates, reducing energy consumption and heat generation compared to traditional electrical interconnect approaches.

Vuzix waveguide-based approaches aim to improve bandwidth density, reduce routing complexity, and lower interconnect energy per bit relative to conventional electrical links. Vuzix believes that a wide, parallel, moderate-rate-per-channel optical architecture is one credible path to supporting faster, more efficient and more scalable AI infrastructure.

Vuzix' technical foundation for this work includes patent-pending compact planar optical architectures, high-precision replication of nanoscale optical features, custom waveguide design capability, and U.S.-based development and volume manufacturing. Vuzix designs and manufactures diffractive waveguides on its nanoimprint lithography lines in Rochester, New York, including processes and materials developed for volume replication. These capabilities can be applicable to a range of optical interconnect components, including planar optical link structures, embedded optical routing layers and optical couplers.

The initial shipments consist of Vuzix-designed Causeway waveguide bridge samples, the core optical element of the Company's optical interconnect evaluation kit. The broader kit is designed to pair Vuzix' planar waveguide optical architecture with microLED emitter and photodetector test structures to support bench-level optical-path characterization, insertion-loss measurement, coupling and alignment studies, crosstalk evaluation, and packaging development.

In its current demonstration configuration, the architecture is designed to support evaluation of up to 19,200 parallel optical channels over an optical path length of approximately 30 mm. Because the same design and replication platform can be applied to other emitter types, Vuzix is also developing waveguide samples for VCSEL (vertical-cavity surface-emitting laser) sources.

"This is our first step in applying Vuzix' optical expertise, waveguide design experience, and manufacturing capabilities to AI data center optical interconnects," said Paul Travers, President and Chief Executive Officer of Vuzix. "For two decades, we have been building waveguides for wearable displays, where light management, compact form factors, precision replication and scalable manufacturing are core competencies. Those are the same disciplines that matter as optical interconnects move closer to compute and switching silicon. Early optical interconnect findings support scaling wide, parallel waveguide architectures toward multi-terabit aggregate bandwidth in practical package configurations. Causeway is the core optical bridge in our evaluation kit, and initial shipments allow qualified partners to begin testing and characterizing the optical path directly. As we expand access to the broader kit, we can support the integration, measurement and feedback loop needed to advance future custom designs."

Mr. Travers continued, "Advancing waveguide-enabled AI smart glasses for enterprise remains a core priority for Vuzix. At the same time, our expertise in waveguide optics gives us a credible path to evaluate an additional market opportunity in AI infrastructure, where more efficient optical connectivity may help reduce the growing energy demands of AI data centers."

Qualified semiconductor, photonics, advanced packaging and optical interconnect ecosystem participants interested in requesting an evaluation sample, evaluation kit access, or a technical briefing may do so through the Company's CPO/NPO information page at https://www.vuzix.com/pages/cpo.

* TrendForce, "Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO Market Expected to Exceed US$39 Billion by 2030," June 15, 2026

** 2024 United States Data Center Energy Usage Report prepared by Lawrence Berkeley National Laboratory for the U.S. Department of Energy

TrendForce 2026 Infrared Sensing Application Market and Branding Strategies
Release: 01 January 2026
Format: PDF / EXCEL
Language: Traditional Chinese / English
Page: 168

TrendForce 2026 Micro LED Display and Non-Display Application Market Analysis
Release: 15 September 2026
Format: PDF
Language: Traditional Chinese / English