AI’s Real Bottleneck Isn’t GPUs. It’s the Copper Wiring Nobody Talks About.
Lumilens just raised $700M to replace copper wiring in data centers with light. But the real story isn’t the funding — it’s whether the startup can survive being crushed by the very hyperscalers it hopes to sell to. Optical interconnects aren’t an upgrade; they’re the difference between AI compute getting cheaper or hitting a wall.