Biggest Leap Forward Since The Transistor?

Dear Reader,

According to Sandvine's 2024 Global Internet Phenomena Report, daily global data traffic reached an unprecedented 33 exabytes per day. 

That’s 33 billion gigabytes or about 4.12 gigabytes per person, every single day. 

To put things into perspective a bit, 33 exabytes is equal to the sum total of all the world’s data storage capacity in 2001. 

By the year 2030, that daily data traffic number is expected to grow another 1300% to over 460 exabytes per day. 

Of course, this evolution happens without most of us noticing. 

But over time, the changes add up to major transformations in the way we live.

There was a time when our wireless data transfers consisted of nothing but text messages. 

All That Data Doesn't Just Move Itself

Today, we send photos and videos multiple times per day without so much as a second thought. 

As progress marches forward, those photos and videos become higher resolution every year, as does the frequency with which they are shared. 

Like I said, most of this goes unnoticed by the everyday tech consumer, but the massive flow of data needs infrastructure if this growth is to keep up, and our internet service providers and tech giants are spending ungodly sums of money to make sure that happens. 

Just between Amazon, Meta, Microsoft and Alphabet, more than $200B has been earmarked for investment in new data centers. 

Apple, all by itself, has pledged $430B to new infrastructure spending in the coming years, of which data centers are a major component.

These massive complexes, built on thousands of acres with millions of square feet of climate controlled server space is what keeps the data flowing… But there’s a problem. 

No matter how much they build, though, it’s not going to be enough. 

Between exploding data usage and the enormous demand for computing power created by artificial intelligence, not even the biggest, wealthiest companies in the world can maintain today’s growth rates. 

What's The Next Big Step Forward In Electronics?

Atleast not without some sort of fundamental advancement in how data is moved from device to device. 

I’m not talking about some sort of routine incremental improvement, but a complete reimagining of electrical engineering that allows for a massive leap forward across the board. 

An event on the same level with the introduction of the transistor in 1947, or the integrated circuit a decade later, or the microprocessor a decade and a half after that. 

Right now, just such an event is taking place, and if you’re like most people, you have no idea about it. 

The technology that will revolutionize data flow is called the optical interposer and as the name indicates, it uses light, not electrical impulses to get the job done. 

The result is increased speed, decreased energy consumption, decreased size, and decreased heat. 

Using Light Instead Of Electrons To Transmit Information

Used side by side with a standard, copper connection-equipped data center, a facility equipped with optical interposers will move data at up to 8 times the rate while consuming the same amount of power. 

For companies looking into a future where more than 1/10 of our national electrical generational capacity is burned up by computing power, this technology isn’t just a pleasant option or an exciting prospect. 

It will become the new standard. 

Just like the transistor, the integrated circuit, and the microprocessor did in decades past. 

Right now, there is one company that’s making its name for developing and producing these components, and while you might not know much about it, I guarantee you that engineers at the world’s biggest tech brands do. 

Who Will Supply The Big five?

All of that, however, is starting to finally change. 

Over the holidays, a major announcement sent share prices up by 20%, but this is just a taste of what’s to come. 

The future is rapidly approaching, and today’s novelties will be tomorrow’s essentials. 

Want to learn more about this technology, the future, and the company that’s behind it all?

I just published this research report, covering all the details. 

It’s free and access is instant, but I urge you to act soon because the way this story is heating up, it’s not going to stay an industry secret for much longer.