Lutsch: Copper interconnects are reaching physical limits inside data centers
Dr. Yvonne Lutsch · Inside Semiconductor Investments: AI-Driven Innovation with Lam Research Capital · Aug 13, 2025 · at 16:47
Dr. Yvonne Lutsch, Investment Director at Lam Capital, explains key hardware bottlenecks and power loss issues in AI data centers.
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“People are talking about optics now, not only between data center, but also within the data center, because copper comes to its limits how much power it can deliver at what energy that is power that is lost.”
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