Optical demand surge: Why copper fails AI clusters
Ciena's backlog hit $7.7 billion as optical demand surges. I analyze why copper can no longer support modern AI training clusters.
Alexander Timokhin
12 min read
Ciena's backlog hit $7.7 billion as optical demand surges. I analyze why copper can no longer support modern AI training clusters.
Alexander Timokhin
12 min read
Goldman Sachs sees a 165% power surge by 2030. We must ask if these hyperscale assets truly serve the public or just hoard resources.
Alexei Krylov
12 min read