Vuzix Expands Into AI Data Center Infrastructure With Optical Bridge

The move signals an attempt to capture a share of the burgeoning co-packaged optics market, which analysts at TrendForce estimate could climb from $100 million in 2025 to over $39 billion by 2030. As data centers grapple with escalating energy consumption—projected to account for up to 12% of total U.S. electricity by 2028—the industry is searching for ways to replace traditional copper interconnects. Vuzix is positioning its planar waveguide technology as a solution to reduce heat and complexity by moving connectivity closer to compute silicon.

The current evaluation kit supports up to 19,200 parallel optical channels across a 30 mm path. According to CEO Paul Travers, the company is leveraging two decades of experience in wearable displays to solve the precision replication challenges required for high-density data routing. While Vuzix continues to prioritize its enterprise smart glasses business, the new initiative offers a path to integrate its manufacturing lines in New York into the high-growth AI infrastructure supply chain.