Volantis raises $88M for a photonic memory layer built for AI inference
THE SO WHAT
An $88M bet on a gallium-arsenide photonic memory layer—timed with a €153M indium phosphide pilot line opening in 2027—shows Europe leaning into vertical integration for AI inference bandwidth. If you’re planning 2027+ infra, start tracking photonic memory as a potential escape hatch from HBM and PCIe bottlenecks.
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