#China AI

CAS Star’s Photonics Bet Turns Into an AI Infrastructure Test

CAS Star founder Mi Lei says the AI boom has validated a decade-long investment thesis around photonics and other hard-tech fields. The firm has more than 200 photonics-related companies among roughly 600 portfolio companies, spanning sensing, communications, computing, storage and display. The next test is whether optical links, laser chips and photonic computing companies can turn AI data-centre demand into durable commercial scale.