The market is asking the wrong question about AI data center optics.

While everyone is obsessed with "who builds the fastest laser," PhotonCap ’s latest piece brillianty maps the real battleground: material physics, serialization costs, and the shifting dynamics between InP, GaAs, and GaN.

If you want to understand the structural cost gaps driving Silicon Photonics adoption and the reality behind vertical integration, this is a must-read.