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Investing in the AI Value Chain: From Chips to Power, Data and Connectivity

BrightTALK

Type
Events
Website
brighttalk.com
Listed
20 September 2026

The growth of AI depends on a wide ecosystem of businesses providing the computing power, memory, connectivity and infrastructure needed to support increasingly complex workloads. As demand scales, different parts of this value chain are coming into greater focus. Memory chips are becoming increasingly important to AI performance, while photonics is emerging as a solution to the bandwidth and power challenges facing data centres.

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