As AI breaks the networking playbook and data centers hit the power wall, the optics industry enters a chaotic “2003 moment.” Mark Grodzinsky explores why the lessons of Wi-Fi will define the winners of the AI era.

AI demand is tightening HDD and NAND supply—and prices may follow. VAST is betting on flash reclamation and KV-cache persistence as storage starts acting more like memory.

Deterministic wireless is becoming the nervous system of AI. As robots and XR scale, “best effort” turns into business risk—and networks must deliver predictable, identity-driven, secure performance.