Business Insider
04 Jun 2026, 15:03 UTC · 2h ago
The AI boom is running into a copper problem
Business Insider
04 Jun 2026, 15:03 UTC · 2h ago
Story key points
3 claims · impact-rated
Copper wiring has become a physical bottleneck for AI scaling due to signal degradation after one meter and excessive heat generation. — Identifies a fundamental physical limitation that threatens the scaling speed and energy efficiency of frontier AI model training.
-0.60Lightmatter has joined Nvidia's NVLink Fusion ecosystem to integrate its photonics technology with dominant AI hardware. — Integration with Nvidia's ecosystem provides a clear commercial path and validation for photonics as a replacement for copper in data centers.
+0.50Photonics technology can potentially increase AI model training speeds by 3x or significantly reduce energy consumption for the same performance. — Significant efficiency gains in training time and power would accelerate AI development and reduce operational costs for cloud giants.
+0.40Ticker attribution
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Its dominant AI hardware is being further enhanced by the integration of Lightmatter into the NVLink Fusion ecosystem.
Identified as a major backer of the promising photonics startup Lightmatter.
Mentioned in the context of defending data center plans against community backlash.
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