Press Space to continue
Press Space to continue
Yannick De Koninck, who left Nvidia to join Thema, says Nvidia operates without an org chart: “It's a very apolitical company.” “The org chart is just a piece of paper. If there's a project and you can contribute, you contribute to that project. It doesn't matter where you are in the org chart.” “It feels like a startup. It's very agile.” “The idea is to fail fast. We start building stuff. If it doesn't work, move to something new.”
Molly O’Shea@MollySOShea12h ago
NEW: Why This NVIDIA Engineer Left to Build @ThemaFoundry Thema is building photonics manufacturing capacity in Europe “If you look at an AI factory today, 50% of that is GPUs, but the other 50% is the technology to interconnect these GPUs.” I sat down with Thema's CEO Herwig Van Hove & CTO Yannick De Koninck in Monaco to go deep on the photonics supply chain powering the next generation of AI infrastructure. Yannick spent 5 years at NVIDIA, where he helped build its silicon photonics technology from scratch to product-ready maturity. He left what he calls the “golden palace” to join Thema & help build large-scale photonics manufacturing in Europe. › Production starts 2027 › Full ramp by 2028 › Talent from NVIDIA, AWS, TSMC & Lam Research We get into › Why copper breaks inside AI infrastructure › How photonics could reduce the networking & energy bottlenecks facing AI factories › Why the photonics supply chain wasn't prepared for the AI boom › What Yannick learned building silicon photonics at NVIDIA › Thema's plan to begin production in 2027 & build a major photonics manufacturing platform in Europe
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