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…