Altman Solon Partner Anthony Milovantsev was featured by MarketWatch, discussing how the growth of AI workloads is predicted to drive an "optics supercycle" in the semiconductors and networking industries. This highlights the increasing demand for high-performance network infrastructure to support AI development and deployment.
The immediate takeaway is that AI workload growth is increasingly being framed as an infrastructure problem, not just a compute problem, with optics cited as a key pressure point. For the broader streaming and video tech stack, that matters because AI-driven services depend on the network fabric that moves data between systems, making semiconductors and networking more central to deployment. The concrete signal to watch is whether this optics-supercycle framing shows up in more coverage from MarketWatch or other industry outlets, especially around high-performance network infrastructure.
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