✅ Final Thoughts Friday for 2025-04-04
This week, I dive into how silicon photonics will revolutionize AI workloads.
🙏 And a big thanks to all our sponsors! 🙏
(Scroll to the end…)
The story that caught my eye this week was not the stock market and tariffs… it was silicon photonics.
Techmeme: Lightmatter, which uses silicon photonics to move data between chips via light, unveils an interposer and a chiplet for AI chips; the startup has raised $850M (Stephen Nellis/Reuters)
By Stephen Nellis / Reuters. View the full context on Techmeme.
Assume every cloud service provider is simultaneously buying every GPU they can while also accelerating their own custom silicon production. This buys time for what comes next.
What comes next are the innovations in silicon photonics that will fundamentally alter these current assumptions.
Silicon photonics will change existing AI workload architectural designs that would not otherwise be able to satisfy exponential growth in AI workloads in the years to come — silicon photonics is what’s needed next.
Note: Some images via Unsplash
Disclosure
I am linking to my disclosure.
Cuthrell Consulting LLCAttn: Jay Cuthrell1903 Live Oak St #92Beaufort, NC 28516-0092
To learn about sponsorship opportunities, contact us. 🤓
This section of the newsletter is meant to fund the services stack that enables readership growth and continue free editions to be published each week.
And now, a word from our sponsors
Note: This pseudo-randomized sponsored portion of the newsletter contains referral links that may financially benefit this newsletter.
NexusTek
Is your AWS environment operating at its full potential? You could get an AWS environment assessment worth $5,000 that uncovers opportunities to optimize performance, enhance security, and reduce costs. Our readers can get an AWS environment assessment for FREE! Check out NexusTek’s AWS Well-Architected Review!
Buttondown
If you're looking for a great newsletter platform, I use and recommend Buttondown. Our readers can get $9 off your first month of Buttondown.
Linode
If you are looking for a reliable virtual private server with simple cloud billing math, I use and recommend Akamai Linode. Our readers can get a $100, 60-day credit on Akamai Linode.
⚠️ This content is not legal or financial advice. ⚠️