CamGraPhIC – Graphene Photonic Interconnects: Strategic-Technological Analysis
CamGraPhIC is a deep-tech spin-out originally from the University of Cambridge that is now based in Pisa, Italy. It develops graphene‑enhanced photonic circuits to create next‑generation optical interconnects for data centers and high-performance computing (HPC) systems. The company’s technology promises to drastically reduce the power and latency of optical data links – reportedly cutting energy use by ~80% compared to conventional silicon photonics[1][2]. Such advances address key European needs for energy‑efficient data networks and AI infrastructure. CamGraPhIC has attracted major strategic investors, including the NATO Innovation Fund, Sony, and Italian venture capital (CDP), reflecting strong Western interest in its technology. Its applications extend beyond commercial telecoms into defence‑relevant areas (e.g. avionics, satellite communications and military AI)[3][4]. This report examines CamGraPhIC’s legal and corporate structure, core technologies and readiness level, R&D origins, and strategic role in European defence and dual‑use capabilities. It assesses the company’s contributions toward European strategic autonomy, interoperability with NATO forces, deterrence capabilities, transatlantic cooperation and supply‑chain resilience, drawing on EU and allied sources.