Artificial intelligence is transforming datacentres from collections of processors into vast communication systems. As copper approaches its practical limits, integrated photonics may become the next infrastructure layer enabling the continued scaling of AI.
Artificial intelligence may not be running out of ideas, but it may be approaching the practical limits of electrons. As communication becomes increasingly expensive, the future of computing may depend less on processing information and more on moving it efficiently.
Berkshire Hathaway’s vast liquidity is often interpreted as caution. Yet in an age increasingly defined by uncertainty, cash may represent something more profound: reserve capacity, strategic optionality and the ability to act when resilience becomes more valuable than efficiency.
