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Article // Intelligence

Future Insider · Jul 30, 2026

AI Is No Longer a Software Story

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What's interesting

  • Mentions NextEra
  • Mentions Macro Notes
  • Mentions Crunchbase
  • Discusses Advanced packaging
  • Discusses AI Agents
  • Discusses optical connectivity

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Advanced packaging AI Agents optical connectivity chiplet GPU AI infrastructure buildout Data center energy and power GPU utilization and chip interconnect Fiber optics and optical connectivity AI for chip design Physical bottlenecks of the AI economy OpenAI research access Robotics funding

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NextEra ChatGPT Macro Notes Crunchbase Amazon Synopsys Brookfield Eliyan Cisco Lumentum ChipAgents NVIDIA OpenAI Cadence Google

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