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Semiconductor Today September 7, 2026 neutral

As AI models scale 100x every two years, Yole maps shift from compute to communication

AI / LLMData Center
In Yole Group’s White Paper ‘Photonics at the Speed of AI’ (part of the firm’s AI White Papers Collection), it argues that optical transceivers — once a supporting piece of data-center infrastructure — have become a system-level requirement for scaling artificial intelligence...
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