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Oliver Buchannon
Arvind

The Chokepoint

The Chokepoint #2: Inside the Photonics Trade

May 12, 2026

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5 min read

The Chokepoint #2: Inside the Photonics Trade

Where the rent flows when light becomes the chokepoint

Teng Yan
Arvind
Teng Yan, +1

Tessara

Daily signals on the AI infrastructure supply chain. What's tightening, what's breaking, and who's exposed. By Chain of Thought