TECHNOLOGYETFINVESTOR EDUCATION
Wed 18 Mar 2026
Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme
Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.