Silicon photonics spent decades as the clever lab demo in search of a board‑level use case. Now, as AI data centers strain grids and mint new optics billionaires in Shenzhen and Hong Kong, that “solution in search of a problem” has finally…
Meta’s decision to plant a more-than-1-gigawatt data center in Lebanon, Indiana, reads like a statement that the future of AI won’t be confined to Silicon Valley ZIP codes. The planned campus, with over $10 billion in investment, is set to become one…
Telecom is suddenly the belle of the AI ball, and Nokia (NOK) has found itself back in Wall Street’s good graces by selling the one thing every model, agent and chatbot secretly craves: bandwidth and low latency, not brand awareness. As the…