Exciting Updated!
I’m keeping AI datacenter photonics as my core focus and I’ll continue covering my top positions there.
But I’m expanding into another lane where my photonics work translates directly.
Defense & aerospace is one of the largest end markets for high-performance photonics, especially in EO/IR sensing and laser-based systems.
EO/IR sensors, laser systems, and optical communications are becoming foundational capabilities, and it’s a real supply chain + qualification game.
Names I’m starting discussions with:
System-level: $RTX $LHX $NOC $GD $LMT
Sensors: $TDY $DRS
Lasers/components: $LASR $IPGP $LITE $COHR $MKSI $OSIS
If you care about defense tech, sensing, or the photonics supply chain, follow along.