# The Optical Networking World Just Picked a Side

- slug: the-optical-networking-world-just-picked-a-side
- date: 2026-04-20
- category: Space & Aerospace

AMD and GlobalFoundries bet on integrated optics for AI accelerators. More than 100 companies picked the other side. Andy Bechtolsheim is why the industry is split, and why one approach might win anyway.

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