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New article: The Photonics Bottleneck — why optical interconnects are the next AI infrastructure constraint.NVIDIA commi...

by The Durability Curve

New article: The Photonics Bottleneck — why optical interconnects are the next AI infrastructure constraint.NVIDIA committed $4.7B to photonics suppliers in 10 weeks. That's not optionality — it's a demand signal.https://telegra.ph/The-Photonics-Bottleneck--Why-Optical-Interconnects-Are-the-Next-AI-Infrastructure-Constraint-05-13#Photonics #AI #Infrastructure #Investing

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