Uploaded January 2026 | Updated September 2026, 2 weeks ago
AI data centers are exploding across the planet, turning open land into city-sized supercomputers. But the real limit isn’t just GPUs. It’s the network between them. Copper links burn power, create heat, and choke performance as AI clusters scale toward gigawatts. In this episode, we break down the three innovations that will define the next two decades: bringing optics to the chip, building lasers on silicon, and using new modulators and photonic engines to cross the “last two centimeters.” This is the new gold rush, and the shovel sellers are winning. #AI #DataCenters #Photonics #Semiconductors #Networking
AI data centers are exploding across the planet, turning open land into city-sized supercomputers. But the real limit isn’t just GPUs. It’s the network between them. Copper links burn power, create heat, and choke performance as AI clusters scale toward gigawatts. In this episode, we break down the three innovations that will define the next two decades: bringing optics to the chip, building lasers on silicon, and using new modulators and photonic engines to cross the “last two centimeters.” This is the new gold rush, and the shovel sellers are winning. #AI #DataCenters #Photonics #Semiconductors #Networking
