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Analysis · Tech
AI clusters waste power converting light to electrons at every hop. Google's Apollo mirrors and Lightmatter's Photonic Fabric switch light itself, rewiring cluster topology on demand.
Analysis · Tech
The cloud is a lie. The internet is just a very long, wet wire. Here is why Google and Meta are quietly bypassing telecom monopolies to lay their own intercontinental submarine cables.
Analysis · Tech
Nvidia's real AI monopoly isn't silicon—it's the proprietary NVLink network connecting it all. Here is how the Ultra Ethernet Consortium plans to break the lock-in.
Analysis · Tech
As AI clusters scale to hundreds of thousands of GPUs, traditional copper cabling is hitting physical bandwidth limits. Here is why the tech industry is pivoting to light-based silicon photonics.
Analysis · Tech
Wi-Fi 7 is officially hitting the mainstream, and Multi-Link Operation is doing the unthinkable: matching wired Ethernet latency. Here is why you can finally unplug.