“Copper is running out of steam.” Yannick De Koninck, who helped develop silicon photonics at Nvidia, explains why AI models & agents are pushing data centers from copper to light: “The models have gotten so large that they no longer fit on a single GPU. So what we need to do is interconnect multiple GPUs together to run these models.” “As these GPUs get faster, they need more data, they need more data at a faster rate, and copper is running out of steam.” “That's why we're transitioning to…