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TechCrunch Disrupt 2026 takes place in San Francisco, adding AI-powered matchmaking in its event app and multiple AI-focused stage sessions Conference announcement
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TLDRocket
14 October 2026
Today’s biggest throughline isn’t new model announcements—it’s the plumbing. Salience Labs just pulled in $125 million to scale photonic chips for AI data centers after showing a 64-port all-optical photonic switch at ECOC 2026, with 128- and 256-port systems queued up for deployment. That kind of optical switching is the quiet answer to a louder bottleneck: ASML reported record results, but also warned its planned lithography capacity for 2027–2028 can’t meet chip demand already booked for 2029–2030, forcing it to expand capacity by 30 percent and keep reassessing how far it can push beyond that. Other startups are attacking the same bottlenecks in different layers—ScaleFlux argues smarter SSD and CXL memory controllers can make NAND flash behave like faster “active memory” for key-value cache offload, potentially sidestepping some of the 37–40× DRAM vs. GPU gaps and far worse storage penalties.
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