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The biggest misconceptions with AI in Europe: › It’s too slow. › There’s too much bureaucracy. › You can’t get funding, talent or equipment fast enough. “The conception of Europe is that it's slow, it's committee driven decision-making.” Herwig Van Hove says Thema is incorporating more American ways of innovating into its culture: “Fail fast, make decisions, drive forward, don't expect 100% perfect information.” “That may not be very European, but the world is globalized. We're going to…
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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