Not Boring by Packy McCormick

Electromagnetism Secretly Runs the World

Brief

Electromagnetism is presented as a hidden bottleneck to modern industrial progress because more and more critical systems are really exercises in shaping electromagnetic fields: phased-array radars, satellite links, wireless communications, chip packaging, signal integrity, and sensor systems. The article’s core thesis is that humans are poorly adapted to intuit these fields, while machines may be unusually well-suited to learn them. That matters because the economy is becoming more EM-intensive as electrification and compute spread through vehicles, defense systems, space hardware, and data centers. Packy McCormick and Arena Physica CEO Pratap Ranade position RF engineering as “black magic” not because the math is unknown—Maxwell’s equations are well established—but because practical design is dominated by distributed wave effects, edge conditions, and environmental coupling. At RF wavelengths, the whole system matters: chip, PCB, housing, bracket, and neighboring components. That makes analog/RF hardware hard to standardize, unlike digital logic, and helps explain the claim that there is “no ARM for analog.”

Arena’s proposed solution is a generalized electromagnetic foundation model, or “Large Field Model,” trained on shape-to-field mappings so it can act as a fast surrogate for full-wave simulation. Instead of solving Maxwell’s equations from scratch for each candidate geometry, the model predicts directional performance nearly instantly, making search feasible over enormous design spaces. The article likens this to AlphaGo: a generator proposes unconventional geometries, an evaluator scores them, and the loop iterates rapidly to refine designs toward a target response. The company claims ~18,000x speedups and sub-1 dB weighted MAE on S-parameters, with a data strategy built around synthetic examples, expert-seeded designs, and physical fabrication feedback. That fabrication loop is important because, unlike language, relevant EM training data does not exist on the open internet in useful volume. Arena says it is already fabricating PCB-level “alien” geometries and plans a silicon tapeout by the end of the year, using older-node fabs where analog requirements are less extreme.

The practical implications are broader than better antennas. Arena argues cheaper, faster EM design could reshape defense procurement, satellite communications, and compute infrastructure. Examples include counter-drone radars that do not cost near a billion dollars, low-cost backpack radars for soldiers, custom phased arrays for satellite networks, and chip interconnect designs that reduce signal-integrity problems in AI systems. One especially relevant angle for infrastructure is the suggestion that wireless rack-to-rack links could reduce data-center cabling bottlenecks, and that orbital data centers would need EM-based links by default. Strategically, the company is choosing a services-led model: publish the model, keep the data factory and expert workflows as the moat, and sell “full-stack electromagnetic engineering” rather than standalone software. The article is promotional and speculative in places, but it offers a concrete framework for how specialized physics models could matter economically well before grander AGI narratives are resolved.

Why it matters

Arena Physica, a startup working with customers including AMD, Anduril, and Sivers Semiconductors, rebranded around the goal of building “Electromagnetic Superintelligence,” arguing that electrical and electromagnetic components act as the “nervous system” of modern hardware and contribute to 40-50% of failures.

Key details

  • The article argues EM design is becoming more economically central as electronics rise from about 5% of a car’s cost in 1970 to 40% in 2020 and an expected 50% by 2030; electronics are also cited as 35% of the F-35’s cost and projected to exceed 40% of the $300 million F-47 airframe by the 2030s.
  • Arena’s technical claim is that a generalized EM foundation model can replace slow Maxwell-equation solvers with a neural surrogate that predicts shape-to-field relationships, delivering roughly 18,000x speedups from hours to milliseconds for directional evaluation during design search.
  • The design search problem is combinatorially huge: even a simple two-layer 64×64 pixel metal/dielectric layout implies about 2^(64x64) possibilities, roughly 10^1233 configurations, making brute-force RF design infeasible and forcing reliance on scarce expert intuition.
  • Arena frames its system as “AlphaGo for electromagnetism”: one model generates candidate geometries and another evaluates them in a fast loop, enabling generative design for targets like a 28 GHz antenna or an 8 GHz satellite uplink band-pass filter before final validation with conventional solvers or physical fabrication.
  • The company says its training moat is a three-layer “Data Factory” composed of synthetic designs, expert-seeded designs, and fabrication-based ground-truth measurements; it is initially focused on analog silicon, chip packaging, RF front ends, and phased arrays, and has already built a terahertz phased array with 512 antennas and 32 silicon phased-array tiles.
Cleaned source text

title: Electromagnetism Secretly Runs the World

author: Packy McCormick

content_type: article

publication: Not Boring by Packy McCormick

published: 2026-03-24T12:57:34+00:00

source_url: https://www.notboring.co/p/electromagnetism-secretly-runs-the

word_count: 12499