📘 New strategic report: only photonics can sustain AI’s exponential compute growth

At Tematys, we are proud to have contributed to the latest Photonics21 report demonstrating a critical reality:
👉 Photonics is the only technology capable of meeting AI’s exploding demand for compute — efficiently and sustainably.
As AI models scale, conventional electronic architectures are reaching fundamental limits in energy consumption, bandwidth, and heat. Light-based technologies offer a clear path forward.

Key insights from the report:
🔹 Photonic integration and co-packaged optics are essential to reduce energy per bit
🔹 AI performance growth cannot be sustained with electronics alone
🔹 Europe must invest strategically in photonics manufacturing, skills, and ecosystems
💡 Photonics is not just an enabling technology — it is a strategic pillar for Europe’s AI leadership, competitiveness, and climate objectives.