🌍How I See Export Bans Powering a $1B Photonics Surge Amid the AI Chip Cold War

Your Weekly Shortcut to Deeptech Investing — Trends, Startup Intel & Investor Playbooks for VCs & Angels in 5 Minutes or Less

I’m thrilled to share this week’s big find—a massive shake-up in the tech world I’m calling the AI Chip Cold War. I’ve been digging into how export bans are squeezing traditional chipmakers, and guess what? A new star—photonics—is stealing the show. Forget old-school silicon; I’m talking about chips that use light to supercharge AI and sidestep geopolitical headaches. I’ve tracked down the latest moves, spotlighted five startups riding this wave, rated their risks, and peeked into where big investors (LPs) are pouring their money. Ready to uncover the $1 billion opportunities I’ve found? Let’s dive in!