The $10T AI Buildout Has a Photonics Problem

AI's next infrastructure bottleneck? It's everything connecting them. As AI models grow, they increasingly need to run across massive clusters of GPUs. Traditional copper interconnects are running out of steam, pushing the industry toward optical interconnects and silicon photonics. I sat down with Thema's Herwig Van Hove and Yannick De Koninck in Monaco to go deep on the photonics supply chain powering the next generation of AI infrastructure. Yannick spent five years at NVIDIA, where he helped build its silicon photonics technology from scratch to product-ready maturity. He left what he call