Before the GPUs Run Out, the Substrates Might
中文摘要
Coherent 预付 2200 万美元购买磷化铟，表明 AI 建设的下一个瓶颈可能是衬底短缺，而非仅仅是 GPU。
English Summary
Coherent’s $22 million prepayment for indium phosphide signals that substrate shortages, not just GPUs, may become the next major bottleneck in AI infrastructure development.
原文节选
Why Coherent just prepaid $22 million for indium phosphide — and what it says about where the AI buildout is really headed. Continue reading on Medium »