Press Space to continue
Press Space to continue
Herwig Van Hove says Europe doesn’t have the same hatred of data centers as the US does because they were “regulated before the problem arose.” “The regulations here are a lot stricter.” “I would almost flip it around—that's the opportunity for us.” “If we can help build the infrastructure that makes this whole business a lot more energy efficient, then hopefully we will also start building out, in Europe, our own homegrown data center network, which may look very different than the mega…
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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