Part 2/11:
As computing demand continues to surge, semiconductor manufacturers are increasingly faced with the limitations of silicon technology. The traditional approach has centered on amplifying performance by enlarging chip areas, which in turn drives up costs—often making a single GPU more expensive than a month’s rent. The necessity of rethinking our computing paradigms has become more urgent than ever.
At the heart of this exploration are three critical components in data centers: compute, interconnect, and memory. For over a decade, the computational landscape has revolved around accelerated matrix arithmetic, where GPUs, TPUs, and ASICs vie for supremacy. However, a paradigm shift is on the horizon with the rise of light-based computing.