The Thermal Limit of Truth
"Death Warrant for Copper." That's the chilling brief landing on Marcus and Katie's desks as they dive into the Q1 2026 budget forecast for Ayar Labs. Valued at a staggering $3.75 billion, Ayar is betting everything on optical switching – glass to outrun the heat of copper's inevitable meltdown in the age of AI. But Marcus, ever the cynic, sees a "sci-fi delusion" and a ticking time bomb of "integration costs" masked by venture capital glitter. Katie, however, insists it's an "architectural pivot necessitated by the immutable laws of physics," a direct confrontation with the "thermal limit of…
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