Aeva (NASDAQ:AEVA) shares climbed about 8% after the company introduced a new high-power semiconductor optical amplifier (SOA) aimed at artificial intelligence data centers and physical AI applications.
The Mountain View, California-based firm, best known for its sensing and perception systems, is extending its photonics capabilities beyond FMCW LiDAR into the fast-expanding AI infrastructure market. Aeva said its newly launched SOA delivers optical output power above 28 dBm, with wall-plug efficiencies exceeding 20% at operating temperatures of up to 50 degrees Celsius.
The announcement comes as rapidly scaling AI workloads place increasing strain on data center power efficiency, thermal management, and data transmission capacity. Aeva said its SOA is produced in advanced semiconductor fabrication facilities, enabling “high yield, excellent reliability, long-term stability, and cost-effective scaling.”
“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, vice president of photonics at Aeva.
The company plans to share detailed technical performance and reliability data in a paper at the annual SPIE Photonics West Conference on January 19. By moving into optical amplification technology, Aeva is positioning itself to address rising demand for high-performance optical components in next-generation AI data center architectures.
More about Aeva
Aeva develops sensing, perception, and photonics technologies, including FMCW LiDAR systems used in automotive, industrial, and emerging physical AI applications. The company leverages semiconductor integration and photonics expertise to target scalable solutions across mobility and AI infrastructure markets.