Enablence Technologies, a supplier of planar lightwave circuit (PLC) optical chips for datacom, telecom, artificial intelligence (AI), and advanced vision applications, today announced a strategic partnership with Sivers Semiconductors AB (STO: SIVE), a global leader in photonics and wireless technologies, and O-Net Technologies, a global leader in the design, development and manufacturing of adva...
This announcement operates within a familiar pattern of industry consolidation and “solutionism” – the tendency to bundle existing technologies into a single, ostensibly comprehensive answer to a growing market need. The framing around “next-generation AI infrastructure” immediately invokes a certain techno-optimistic narrative, predicated on continued exponential growth in AI compute and data requirements. The McKinsey forecast ($7 trillion by 2030) is a classic example of a "motte-and-bailey" ...