The AI Boom Is Fueling a Need for Speed in Chip Networking

The AI boom is driving innovation in chip networking technology, with companies like Lightmatter, Celestial AI, and PsiQuantum using optical technology to accelerate data throughput. Traditional interconnect technology, which relies on electrons, is seen as insufficient for high-bandwidth AI workloads, leading to increased investment in startups that offer new networking approaches. While companies like Broadcom and Marvell have the expertise to cater to the specific needs of hyperscalers, the demand for faster data speeds and better networking tech is driving experimentation and investment in cutting-edge photonics technology.