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NVIDIA's $4 Billion Photonics Move Feels Bigger When You've Seen the Problem Up Close
A few years ago, I found myself sitting in a photonics lab, very aware that I was the least qualified person in the room. I had been brought in by a company I was doing some AI work with — flew me out to Dallas, met the team, did some training, got a feel for what they were building. Smart people. Real engineers. The kind of environment where you realize pretty quickly where your lane ends. On a follow-up trip, there was an issue they were working through. I didn't fully unde

Rich Washburn
Mar 204 min read


From Sand to Silicon: The Strategic Significance of Semiconductors
The story of semiconductors is one of immense complexity, innovation, and strategic importance. These microscopic marvels power...

Rich Washburn
May 26, 20242 min read
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