News Focus
News Focus
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x993231

08/05/25 1:27 PM

#220781 RE: rikkie #220780

"The battleground for AI performance has shifted from being compute-centric to communication-centric."

X thats what I'm talking about, it certainly took long enough. And using ALD is going to finally be our ticket to being accepted.
Bullish
Bullish
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redspinelpinktopaz

08/05/25 3:02 PM

#220782 RE: rikkie #220780

Wonderful stuff. Thank you.
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rjs1

08/06/25 6:11 PM

#220828 RE: rikkie #220780

There are points of divergence between the two including
1. Market Maturity. The global AI market is much bigger—nearly $400 billion versus under $3 billion for photonics in 2025. While photonics’ growth rate is enormous, the industry is at a smaller base and addresses more specialized applications (for now).
2. Adoption Curve. AI adoption in 2018–2020 was powered by software, cloud computing, and “off-the-shelf” tools, lowering entry barriers. Photonics, by nature, demands more hardware investment and longer cycles for ecosystem scaling.
3. Risk and Capital Intensity. Hardware-centric sectors like photonics often require higher upfront and ongoing capital for manufacturing and integration, posing greater risk than asset-light AI software investments.