AI Infrastructure Roadmap


What you need to research to outperform over the next few years
Now → memory + optical transceivers
2027 → 800V + early CPO
2028 → PLP + scale-up optical
2029 → glass substrates + HBM5
2030 → optical I/O chiplets + embedded cooling
2031 → 3D DRAM + microfluidic cooling
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