As artificial intelligence strains the physical limits of existing data centres, scientists and investors are turning to the ultimate speed limit of the universe for the next computing frontier: light.<\/p>\n
For Mi Lei, founder of CAS Star, a venture capital firm born out of the state-run Chinese Academy of Sciences (CAS), the sudden global fascination with photonics is less a surprise than a delayed validation. It is a thesis he has spent more than a decade trying to support with funding.<\/p>\n
\u201cNew technologies can drive industrial upgrading,\u201d Mi said from his Shanghai office, which carries a nameplate \u201cWallfacer\u201d, after the elite strategists in award-winning sci-fi author Liu Cixin\u2019s The Three-Body Problem trilogy whose minds serve as humanity\u2019s last refuge from alien surveillance. \u201cOur role is to push scientific research towards commercialisation.\u201d<\/p>\n
Light matters<\/strong><\/p>\n Mi, who holds a doctorate in optics from the Xian Institute of Optics and Precision Mechanics under CAS, has been investing in photonics from day one. Today, more than 200 of CAS Star\u2019s roughly 600 portfolio companies span the broader photonics sector, covering sensing, communications, computing, storage and display.<\/p>\n Optics have been drastically revalued as AI clusters scale to unprecedented sizes. To train huge AI models, tens of thousands of specialised computing chips must constantly share data with one another. Traditionally, this data is transmitted through standard copper cables and wires.<\/p>\n However, these copper interconnects are now hitting a hard physical wall. Shoving large amounts of data through electricity causes signal loss, generates excessive heat and skyrockets power consumption \u2013 creating a bottleneck that slows down the chips. This has made lower-loss optical links, which use light instead of electricity, central to modern data-centre design.<\/p>\n China\u2019s stock investors are aware. Yuanjie Technology, a Shaanxi-based laser-chipmaker that CAS Star invested in around 2019, has seen its shares surge more than elevenfold over the past year, fuelled by surging revenue from data-centre light-source products.<\/p>\n","protected":false},"excerpt":{"rendered":"As artificial intelligence strains the physical limits of existing data centres, scientists and investors are turning to the…\n","protected":false},"author":2,"featured_media":511306,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,289,290,1793,216807,381,18,4202,19,17,35985,43814,221697,2792,8884,82,107,221698,3997,221699,116214],"class_list":["post-511305","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-beijing","tag-cas-star","tag-china","tag-eire","tag-hong-kong","tag-ie","tag-ireland","tag-lightelligence","tag-liu-cixin","tag-mi-lei","tag-shanghai","tag-state-council","tag-technology","tag-us","tag-wallfacer","tag-xi-jinping","tag-yangtze-optical-fibre-and-cable","tag-zhongji-innolight"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116667655505272782","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/511305","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=511305"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/511305\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/511306"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=511305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=511305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=511305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}