In August 2025, I wrote about Finchetto, a UK photonics startup working on an optical packet switch that keeps data entirely in the optical domain rather than bouncing between light and electronics.

The firm’s breakthrough technology could make hyperscale networks dramatically faster, just as AI systems begin to strain today’s infrastructure. The idea also aims to cut power use while remaining scalable as link speeds increase.

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Nvidia say, “We need optics right next to the compute,” the rest of the industry listens. The hard part is building a complete system that operators trust. It must integrate cleanly with GPUs, NICs, motherboards, and tools they already use; it must be reliable over its lifetime; and it must be straightforward to manage and upgrade.

Our answer is to make the optical core as passive and line-rate agnostic as possible. If you go from 800gbs to 1.6tbs, the switch in the middle doesn’t need to change, which is a very different proposition from replacing whole tiers of electronic gear every time you move up a speed notch.

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