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Former Intel CEO Pat Gelsinger wants to revive Moore's Law using photonics—light-based computing—to boost AI hardware capabilities. His innovative approach combines photonic and electronic technologies to overcome silicon limitations.
AI’s next bottleneck is not the chips — it’s the wiring. HyperLight, a Harvard spinout, has raised $80 million to develop light-based interconnects as a solution.
Nvidia has committed $6.5 billion to photonics companies in just three months, signaling a major shift toward light-based data transmission in AI data centers. The move reflects growing concerns over copper's limitations in handling the increasing demands of AI workloads.
Nvidia is investing $4 billion in photonics technology through investments in Lumentum and Coherent to enhance data center efficiency and maintain its AI leadership position.
