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Grenoble already has silicon photonics in volume production, while CEA-Leti works to bring the next generation closer to industry. The strategic question is whether Europe can shape the AI systems that rely on its chips.
As artificial intelligence systems scale to unprecedented levels, the real bottleneck is no longer computing power but data movement. Silicon photonics promises faster, cooler communication between chips—yet the industry still faces a critical challenge: manufacturing optical hardware reliably at massive scale.
