A startup betting on a different material for AI’s optics problem just raised $80mn from the people who build the hardware
AI’s next bottleneck is not the chips. It is the wiring between them.
As clusters grow to hundreds of thousands of GPUs, the copper links that shuttle data between them are running out of road. So the industry is racing to move that traffic onto light instead.
HyperLight, a startup spun out of Harvard, has just raised $80mn to push its own version of that fix.
The Cambridge, Massachusetts company works on thin-film lithium niobate, or TFLN. It is a material prized for converting electrical signals into optical ones at very high speed, with low power and low loss. That is exactly what crowded AI networks need.
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Most rivals build their optics on silicon....
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