There’s a quiet revolution happening in how we build AI hardware, and it started last week at GTC.
NVIDIA’s Jensen Huang stood on stage and showed off Feynman—a chip architecture that replaces the copper wires between chips with fiber optics . Copper has limits. It heats up, it slows down, it wastes power. Light doesn’t. By moving to optical interconnects, Feynman cuts communication by 70-90% and pushes bandwidth density 10x higher .
The first products using this tech—the Quantum3400 CPO switch—ship later this year .
Meanwhile, in software land, Elastic just did something equally clever. Their new Workflows feature puts AI agents directly inside the security platform, no extra tools required . One agent can investigate an alert, check VirusTotal, map it to MITRE ATT&CK, and write up findings—all before a human even opens their laptop. The government agency testing it says they’re saving 2.5 hours a day on manual work .
Here’s the pattern: real innovation isn’t about bigger models anymore. It’s about architecture—chips that communicate with light instead of copper, software that reasons instead of just reporting. That’s where the actual progress is happening.
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