This is an automated archive made by the Lemmit Bot.

The original was posted on /r/singularity by /u/Novel-Lifeguard6491 on 2026-08-18 05:41:01+00:00.

Coherent, one of a small handful of companies that makes indium phosphide lasers (the light sources that shuttle data between chips optically), told investors it won't sell those lasers to outside customers for the foreseeable future. Its own internal demand is eating 100% of what it can produce.

This is a different kind of shortage than the HBM one everyone talks about. Memory is a capacity problem you can eventually build your way out of. This is one of the only suppliers of a critical component pulling it off the open market entirely.

It's a preview of what happens across the whole AI supply chain when everything is scarce at once.

The most durable moat in AI might turn out to be the least talked-about one.