June 20, 2026

A startup betting on a different material for AI’s optics problem just raised $80mn from the people who build the hardware

blue and red cargo ship
Dominik Lückmann / Unsplash

AI’s next bottleneck is not the chips. It is the wiring between them. As clusters grow to hundreds of thousands of GPUs, the copper links that shuttle data between them are running out of road. So the industry is racing to move that traffic onto ligh...