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[Tech Note] Why does AI still have to wait with tens of thousands of GPUs? How silicon photonics and CPO are building the ‘highways of light’

What happened

This tech note from October 29, 2026, explains why AI systems with tens of thousands of GPUs face data transfer bottlenecks and discusses how silicon photonics and CPO are proposed as solutions to build high-speed data highways.

Impact and signal

Low impactImpact score: 0/100

Affected components and suppliers

CPO Silicon Photonics HBM

AICPOData centersHBM Silicon Photonics

Source and time

Source: SK Hynix Newsroom · 10/28/2026 · View original source

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[Tech Note] Why does AI still have to wait with tens of thousands of GPUs? How silicon photonics and CPO are building the ‘highways of light’

What happened

Impact and signal

Affected components and suppliers

Source and time

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