Systems no longer wait for input — they anticipate behavior. As prediction becomes the default, decisions are shaped before they are made, narrowing choice through optimization and quietly redefining how people navigate information, markets and everyday life.
Quantum computing is not a standalone machine, but a vertically integrated system where control determines capability. As instability becomes the baseline, value concentrates in the layers that can stabilize, coordinate and ultimately control access to computation itself.
Algorithms are no longer tools but an invisible layer shaping what people see, choose, and value. As systems move from response to prediction, they redefine markets, behavior and decision-making — quietly structuring the conditions under which society operates.
The semiconductor industry is not a competitive landscape but a hierarchy of control. From design to fabrication to acceleration, value concentrates in the layers that define, constrain and allocate compute across the global economy.
Berkshire Hathaway is often seen as a collection of companies. In reality, it operates as a system of infrastructure assets — railroads, energy grids and networks that form the invisible backbone of the economy and enable long-term capital compounding.
As AI systems expand, the limiting factor is shifting from compute to power—redefining how and where technological leadership is built.
As AI systems scale, the real constraint is no longer compute but connectivity. At OFC 2026, photonics—and specifically chip packaging—emerges as the critical layer enabling performance, efficiency and scalability, positioning the Netherlands as a strategic player in global AI infrastructure.
Artificial intelligence is often described as a software revolution, but beneath the algorithms lies a deeper transformation. From chips and photonics to energy systems and infrastructure, the future of intelligence is increasingly shaped by physics and the physical architecture of computing.
As artificial intelligence pushes data centers to unprecedented scale, the real bottleneck is shifting from compute to connectivity. Silicon photonics—using light instead of electricity—could redefine how AI systems move data, enabling the ultra-fast networks required for the next generation of hyperscale infrastructure.
As AI systems grow to unprecedented scale, computation is no longer the primary constraint — communication is. NVIDIA’s multibillion-dollar bet on optical technologies signals a historic shift from copper to light, redefining the physical infrastructure that will determine how far artificial intelligence can advance.
