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The AI industry is transitioning from a brute-force GPU era to a sophisticated 'Speed of Light' logic. With NVIDIA reporting $81.61 billion in Q1 FY2027 revenue and Alphabet projecting capex up to $190 billion, the energy costs of electronic computing have become unsustainable. From China Mobile's integrated photonic entanglement to Anthropic's custom silicon pivot with Samsung, the world is moving toward a future where light, not electricity, carries the cognitive load.
