Beating the bottleneck: how Point2 plans to unleash AI performance

The article discusses Point2 Technology’s innovative approach to overcoming a critical bottleneck in AI infrastructure: the limitations of data movement within computing systems. As AI workloads grow rapidly, GPUs have advanced significantly faster than the physical interconnects (cables and connections) that link them, causing bandwidth, power, and latency challenges in data centers. Point2’s solution, led by CEO Dr. Sean Park and explained by VP David Kuo, is a novel interconnect technology called E-Tube, which transmits radio frequency (RF) signals through a plastic waveguide rather than relying on traditional copper cables or optical fibers. This approach avoids copper’s physical limitations and the high power, cost, and reliability issues associated with optics. Point2’s RF-over-plastic technology offers substantial advantages for the dominant data center use case of short-range connections (10–20 meters). Unlike optics, which is designed for long distances but comes with significant penalties, E-Tube behaves like copper in terms of economics and ease of