en.Wedoany.com Reported - Silicon Valley startup PicoJool has launched a series of 200G vertical-cavity surface-emitting lasers (VCSELs) with bandwidth exceeding 37GHz, planning to provide chip-level samples next quarter, targeting the AI infrastructure optical interconnect market.

PicoJool focuses on AI infrastructure optical interconnects, with its 200G VCSEL products offering bandwidth exceeding 37GHz. The company plans to provide chip-level samples next quarter, including four-channel 100G, four-channel 200G, and 32×50G NRZ micro-VCSEL devices, and has partnered with hyperscalers and system startups to co-develop next-generation pluggable optical modules, near-package optics (NPO), and co-packaged optics (CPO) designs.

This launch aims to address VCSEL technology scaling concerns among AI infrastructure designers to support future GPU cluster bandwidth demands. PicoJool claims its architecture provides a roadmap for evolving from 200G devices to 800G, 1.6T, and even 3.2T optical links, while maintaining low-cost manufacturing characteristics that have made VCSELs the mainstream technology for short-reach data center optics. The company combines parallel optical architecture with advanced packaging technology, planning to integrate this technology into high-density optical modules for AI systems.

PicoJool manufactures devices in collaboration with WIN Semiconductor, a major supplier of GaAs-based VCSEL technology, which has produced over 1 billion chips for 3D sensing applications. The company states that its 200G design and process recipes have been transferred to production environments at WIN and other compound semiconductor foundries, with mass manufacturing expected to begin ramping up in early 2027.

PicoJool exited stealth mode in June 2026, securing $12 million in funding led by Playground Global, with Pat Gelsinger serving as its general partner. Founder and CEO Al Yuen participated in gigabit Ethernet deployments in the 1990s and drove the development of active optical cable technology and large-scale VCSEL manufacturing. Gelsinger spent over three decades at Intel, serving as its first chief technology officer and later as CEO from 2021 to 2025, before leading VMware for nearly a decade, expanding its reach into cloud infrastructure and enterprise software.

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