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Cisco bets silicon photonics will be the next data-center bottleneck

After two years of GPU scarcity, the constraint is moving to the glass between the racks.

James WhitakerTechnology Editor
Macro view of computer chips on a circuit board

Macro view of computer chips on a circuit board

SAN JOSE, Calif. — After two years of GPU scarcity, the constraint is moving to the glass between the racks.

Hyperscaler networking teams said they are qualifying co-packaged optics earlier than planned after copper runs hit thermal and reach limits in the latest training halls.

James Whitaker

Technology Editor

Reports on semiconductors, cloud infrastructure, and the industrial politics of AI.