The AI industry is facing significant bottlenecks in compute, memory, power, and photonics, straining datacenter capacities. This surge in demand is driving massive capital expenditure from tech giants like Google, Meta, and Amazon, with some companies even resorting to selling compute resources to stay afloat. Meanwhile, the venture capital landscape is seeing a shakeout, with many pre-2023 startups struggling to secure funding and a significant number of once-valued AI
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