The AI infrastructure race: I’ve seen this movie before

The author draws parallels between the autonomous vehicle industry transformation (where tech companies outpaced automakers) and the emerging AI infrastructure race. He notes that while autonomous driving relied on lidar and optics, AI infrastructure now demands optical networking—and technology companies are proactively building solutions rather than waiting for incumbent power and telecom providers to adapt. This mirrors the pattern where industry disruptors come from outside traditional sectors.

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