GlobalFoundries pushes into silicon photonics as AI data centers hit transmission wall

At China's CIOE exhibition, GlobalFoundries showed a compact metal transceiver marking data centers' shift from copper to optics. The company is entering the silicon photonics market as AI data centers hit power transmission limits.

• GlobalFoundries unveiled a palm-sized transceiver at the CIOE exhibition
• Copper-to-optics shift called one of the industry's biggest transformations
• Driven by grid load growth from AI data centers