The Investment and Geopolitical Landscape
Photonics sits at the intersection of multiple trillion-dollar industries, attracting heavy investment from venture capital, sovereign wealth funds, and governments.
AI data centers are projected to consume up to 4% of global electricity by 2030. Governments view energy-efficient photonics as a matter of national security and energy grid stability. Furthermore, photonics is a dual-use technology critical for quantum computing, defense systems (lidar, directed energy), advanced telecommunications (6G), and medical imaging.