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Ayar Labs

Futurum has published 1 insight on Ayar Labs since 2026, most recently September 22, 2026.

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Insight

AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?

Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028 co-packaged optics ramp.

Brendan BurkeSeptember 22, 2026