Photonics and high-speed data movement is the next big AI bottleneck — following copper, power, DRAM, and NAND

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February 3, 2026

Photonics and high-speed data movement is the next big AI bottleneck — following copper, power, DRAM, and NAND

Voracious demand from the generative AI revolution has already chewed up power grids, copper supplies, and data centers