The Modulator Is Not the Product: Why AI Photonics Needs an Electro-Optical Realization Corridor

The Modulator Is Not the Product: Why AI Photonics Needs an Electro-Optical Realization Corridor
by Moh Kolb on 06-24-2026 at 10:00 am

Picture BORB EORC June19

Co-packaged optics, silicon photonics, optical I/O, and photonic engines are becoming central topics in the future of AI infrastructure.

The common story is simple:

Copper is reaching limits.
Light can move data farther and more efficiently.
Therefore, AI systems will move from electrical interconnects toward optical interconnects.… Read More