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Silicon is no longer the star of AI compute — light is stealing the spotlight, and investors are rushing to fund the switch.

Photons versus power walls Neurophos, a Duke University spinout, has closed an oversubscribed $110 million early-stage round to build optical chips that aim to replace traditional electronic pathways in AI accelerators. Its pitch is simple but radical: pack massive optical parallelism onto a single chip to break through the power and bandwidth limits throttling conventional GPUs. At […]