A quiet transition is underway at Berkshire Hathaway. As Greg Abel steps forward, capital is no longer just allocated — it is being structured into systems. Infrastructure, energy and networks are becoming the true drivers of long-term economic power.
Infrastructure
Physical and digital networks shaping connectivity, productivity and the foundations of modern economic activity.
SCINTIL Photonics has unveiled an integrated DWDM eLSFP module with eight lasers on a single silicon photonics chip. The breakthrough could reduce optical complexity and energy consumption, enabling scalable high-bandwidth connectivity for next-generation AI data center networks.
Artificial intelligence appears weightless, yet it runs on energy-hungry machines nearing physical limits. As moving data becomes costlier than computing it, engineers are turning from electrons to photons. This shift toward light-based hardware may determine the scalability, economics, and geopolitics of AI.
The global race for artificial intelligence is often framed as a competition of scale: larger models, more parameters, faster GPUs. Yet beneath this visible layer lies a quieter crisis. As AI systems grow, the energy required to move data between chips, racks and clusters is beginning to exceed the energy needed for computation itself.
In today’s economy, leadership is increasingly exercised after the decisive moment has already passed. Decisions are still formally made, capital continues to flow and markets continue to respond. Yet the moment when understanding once emerged now lags behind action itself. Leaders remain accountable, but their temporal influence has eroded. The pressing question is no longer how decisions are taken, but how responsibility is carried for outcomes that are realized elsewhere—in the intricate, often invisible layers of complex systems.
The iPhone has been the undisputed king of the pocket for nearly two decades, fundamentally transforming the way we live and work. Yet as we transition from the maturation of 5G to the first blueprints of 6G, Apple finds itself at a paradoxical crossroads. The hardware is near-perfect, but the pace of innovation is no longer dictated solely in Cupertino—it is increasingly defined in telecom data centers and the architecture of global networks.
