The Hardware Behind the AI Explosion | In Conversation with Giorgio Ghislotti from Coherent

AI is dominating the headlines, but what about the physical infrastructure actually running it? In this episode, John Lynch is joined by Giorgio Ghislotti, VP of Sales EMEA at Coherent, to talk about the physical "picks and shovels" of the AI gold rush. Giorgio reveals how Coherent is handling the massive surge in demand for optical hardware, why Nvidia recently invested billions into their technology, and how they are innovating to keep high-speed AI data centers from overheating. Tune in for an inside look at how global supply chains, next-gen lasers, and multi-terabit link speeds are being shaped by the AI revolution. 00:00 - Introduction & Welcome back to Dublin 00:35 - The impact of the AI boom on Coherent’s business 01:49 - Why Coherent's optical products are uniquely suited for AI 02:48 - The shift to 800G and 1.6 Terabit platforms 03:37 - Navigating global laser shortages and manufacturing scale-ups 05:01 - Beyond Transceivers: Co-Packaged Optics (CPO) and high-power lasers 06:34 - Is the AI market a bubble? 08:06 - The future of traditional optical modules vs. CPO 10:16 - Solving AI power density and thermal cooling challenges 12:12 - Nvidia's major investment in Coherent 13:33 - The 3-year outlook for data center link speeds 14:24 - Managing distribution, supply allocation, and legacy products with EPS 🔗 Talk to us today 🌐 Learn more at: https://www.epsglobal.com 💻LinkedIn:   / epsglobal1   🐦Twitter:   / epsglobal1   🎵Spotify: https://open.spotify.com/episode/0A5N... #AI #DataCenters #OpticalNetworking #Coherent #Nvidia #OpticalTransceivers #CoPackagedOptics #CPO #TechPodcast #EPS #Semiconductors #Telecom #DataCenterInfrastructure