GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ

The physical limits of copper are forcing a shift to optical interconnects in AI data centers. Austin sits down with GlobalFoundries' Thomas Barber to unpack why GF thinks it can lead that transition twice over: once with its long-running silicon photonics platform, and again with the specialty Silicon Germanium process the industry needs to drive it. "The enemy to me right now is copper. I'm trying to beat copper, right? If TSMC wins and we win, that's great because we're both displacing cop...