The relentless march of AI is hitting a wall, not of silicon, but of a crucial optical material. Indium phosphide, vital for the super-fast interconnects powering AI data centers, is facing a looming shortage.
AI data centers are exploding — but they're bottlenecked by slow builds. Vertiv's $BMarko acquisition just poured rocket fuel on that fire with in-house fabrication mastery.
Forget sci-fi cloaks — optical metamaterials are eyeing AI data centers, promising switches that handle 10,000 ports without moving parts. Two startups claim 50x gains over Nvidia; here's the real story.
GPUs in AI data centers are choking on copper. Enter Tower and Scintil's laser chip—the world's first single-chip DWDM light engine. But is multiplexing the savior or just telecom nostalgia?
AI data centers are hogging every memory chip in sight. Prices? Through the roof. Relief? Not anytime soon.