Bonus Episode: Beyond Tech Threads Redefining AI Infrastructure: A Conversation with Cambrian-AI and Tirias Research
As AI systems scale from training large language models to powering emerging cognitive workloads, the industry is confronting a new kind of bottleneck, not in compute, but in how data moves. In this roundtable discussion hosted by Karl Freund of Cambrian-AI Research and Jim McGregor of Tirias Research, Baya Systems Chief Commercial Officer Nandan Nayampally discusses how the exponential growth of AI models, datasets, and system complexity is reshaping the semiconductor landscape.
The conversation explores how the last decade of innovation, from CPU-centric to GPU-accelerated compute, has now given way to a data-movement-driven paradigm, where latency, bandwidth, and power efficiency define success more than raw performance.
Drawing parallels between the densification of smartphone SoCs and the emerging modular architectures of AI systems, Nandan explains how chiplets are redefining compute density, scalability, and time-to-market.
