Tomorrow, I’m hosting my live webinar, The Next AI Bottlenecks: Memory, Photonics and Space.
On the webinar I’ll be breaking down the three key constraints I believe hold the key to the next phase of growth for the AI hyperscalers.
One of these constraints is the speed of digital information.
See, at the terabit scale (up to 16,000X more data than a standard home internet connection) which modern AI clusters demand, copper has hit a wall.
Because the faster you push an electrical signal through copper, the more it degrades into heat instead of information — and at AI cluster speeds, that heat penalty becomes so severe that copper consumes more energy fighting its own physics than actually moving data.
Optical fiber, on the other hand, carries the same data as pulses of light: No resistance, no heat, no signal decay — just information, moving at the speed of light.
The largest hyperscalers on earth figured this out eighteen months ago.
They are currently in the middle of the largest industrial spending spree in history — $160 billion per year and rising — and it is hitting a physical supply chain that cannot scale at software speed.
The answer could be photonics: Moving data as pulses of laser light. A photonics solution would render copper a transmission technology of the past. But to make that happen, there are five crucial layers of tech that need to come together. I’ve prepared a free briefing on this for you.
You get a copy simply by registering for the webinar.
Matt Tuttle
This material is provided for informational and educational purposes only and should
not be construed as investment, legal, tax, or accounting advice. The views expressed are those of the author as of the date presented and are subject to change without notice.