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Mark Zuckerberg was burning up Threads this week with announcements about a new AI infrastructure initiative, Meta Compute; investment in three massive nuclear plants (Oklo, TerraPower, and Vistra for 6.6 GW of power); and the hiring of a new Meta president, former Trump advisor and banker Dina Powell McCormick.
The continued consolidation of connectivity and AI infrastructure reveals a growing demand for high-capacity, low-latency connectivity in 5G, AI, and edge computing.
In 2026, Gallium Nitride (GaN) is expected to transition from a highly specialized power material to a mainstream industrial standard, particularly driven by the immense power demands of AI data centers and the widespread adoption of 800V electric vehicle architectures.
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