by siliconshift | Sep 29, 2026 | Uncategorized
Optical Interconnects • Dispatch #005 • 8 Min Read The Death of Copper: How Light Will Power Next Gen AI The physical copper wire connecting GPU compute cores has hit a thermodynamic wall. To scale AI superclusters beyond 100,000 GPUs, hyperscalers must replace...
by siliconshift | Sep 25, 2026 | Uncategorized
Nuclear Co-Location • Dispatch #004 • 5 Min Read Behind the Meter: Why Big Tech Is Buying Nuclear Power Plants With utility interconnect queues stalled for up to 7 years, gigawatt-scale AI clusters cannot wait for regional grid upgrades. The hyperscaler workaround?...
