Arago vs Lightmatter: The High-Stakes Photonic AI Chip Race
By Nick Allyn6 min read
The global demand for artificial intelligence is creating a well-documented energy bottleneck, with projections from the International Energy Agency indicating data center electricity consumption could surpass 1, 000 terawatt-hours by 2026 - an amount comparable to Japan’s entire national usage. In response to this challenge, a new class of hardware is emerging. The recent (hypothetical) $26 million