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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

hyperscalers

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Company
Lumilens Bet $50 Million That AI's Next Bottleneck Is the Wire
Hardware · Enterprise · Ai

Lumilens Bet $50 Million That AI's Next Bottleneck Is the Wire

The two-year-old photonics company has a product inside a hyperscaler's live data centers and a plan to replace short copper links with light. Its harder bet is not merely designing faster optics - it is manufacturing them like semiconductors.

silicon-photonics · optical-interconnectsRead →
Company
The Company That Rents the Internet Its Roads - and Just Bought the Traffic Back
Enterprise · Hardware · Developer Tools

The Company That Rents the Internet Its Roads - and Just Bought the Traffic Back

Uniti spent a decade as the landlord of a fiber empire. In 2025 it bought its biggest tenant back, and set out to sell strands of glass to the companies building the AI internet.

fiber-infrastructure · dark-fiberRead →
Company
Western Digital
Hardware · Enterprise · Ai

Western Digital

The 55-year-old hard-drive maker bet its whole future on the spinning platter - right as the AI boom made cheap, bottomless storage the most valuable thing in the data center.

western-digital · wdRead →