Next-generation networking hardware, sometimes using light instead of electrical signals, is turning into a central layer for AI infrastructure.
Silicon Valley depends on networking, not the LinkedIn kind.
Engineers say photonic switches can move data faster and produce less heat, helping large models scale across racks. Venture funds and labs are moving capital into chips and interconnects that cut latency and raise bandwidth. Network design now shapes cluster layouts and rack topology more than compute counts, according to industry observers.
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