https://sinclairhuang.org/tags/silicon-photonics/ Recent content in Silicon-Photonics on Sinclair Huang, HEC Liège, Executive DBA Hugo -- 0.152.2 en-us Thu, 07 May 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-05-07-copper-is-running-out-of-room-but-light-has-a-manufacturing/ Thu, 07 May 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-05-07-copper-is-running-out-of-room-but-light-has-a-manufacturing/ ## Why CPO is not an optics story — it is a process-integration story.*AI Infrastructure Notes | Part 2**Sinclair Huang*Everyone says AI needs more bandwidth.That part is true.As AI clusters scale fro https://sinclairhuang.org/blog/2026-04-26-everyone-is-betting-on-ai-but-almost-no-one-asks-where-are-y/ Sun, 26 Apr 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-04-26-everyone-is-betting-on-ai-but-almost-no-one-asks-where-are-y/ Position matters more than opinionEveryone Is Betting on AI — But Almost No One Asks: Where Are You Standing?*The AI boom is real. The harder question is where value, risk, and leverage accumulate ins