PERSON DIRECTORY
Yannick De Koninck
Yannick De Koninck appears in 1 indexed conversation across Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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The $10T AI Buildout Has a Photonics Problem
Molly O'SheaHerwig Van HoveYannick De Koninck
AI’s next bottleneck is the interconnect fabric: models no longer fit on one GPU, while agentic calls make latency critical, putting photonics alongside compute as core infrastructure.Optical bandwidth addresses copper and power constraints, but lasers, tools, substrates, throughput, and yield remain scarce as NVIDIA’s demand shock runs ahead of supply; Themaa targets 2027 production and 2028 full ramp.