Superhard Material Firms Pivot to Diamond Heat Sinks for AI Chips

This pivot reads less as a technology bet than as an earnings escape hatch: lab-grown and industrial diamond prices are weak, and AI's thermal ceiling gives surplus diamond capacity a credible second market. The near-term signal is that some players already claim sample and small-batch supply, which separates them from those merely reallocating fundraising. What matters next is whether diamond heat sinks move from qualification samples into volume orders, and whether that demand is strong enough to offset the pricing pressure that pushed these firms here.