Episode 13

The Memory Maze: Copper, Optics,
and the Future of AI Data Movement 

About Episode 13

As AI models grow larger and more autonomous, every query requires extraordinary volumes of data to move quickly between memory and compute, making data movement one of the defining challenges for next-generation AI infrastructure.In this episode of Tech Threads, Nandan Nayampally speaks with Srujan Linga, CEO and co-founder of Kandou AI, about why the industry’s so-called “memory wall” is actually a multidimensional “memory maze,” shaped by different requirements for bandwidth, latency and capacity. They explore the limitations of relying exclusively on high-bandwidth memory, the untapped potential of copper interconnects, and how technologies such as Chord Signaling and Copper MIMO can increase bandwidth while reducing power and extending reach. The conversation also examines where copper and optics can complement one another, how advanced interconnects could turn an entire PCB into a larger multi-chip system, and why the economics and scalability of AI infrastructure must be considered alongside raw performance. The result is a system-level perspective on what it will take to build more efficient, scalable and accessible AI infrastructure.

Explore the Research Behind the Conversation

Go deeper into the memory, signaling and interconnect technologies discussed in this episode.

1. Understanding the AI Memory Wall
  • AI and Memory Wall Amir Gholami, Zhewei Yao, Sehoon Kim, Coleman Hooper, Michael W. Mahoney and Kurt Keutzer, 2024. An accessible starting point for understanding why memory bandwidth is increasingly becoming a dominant performance bottleneck for AI workloads and why advances in compute alone will not resolve it.

 

 

 

 

  • Next Generation CEI-448G Framework Optical Internetworking Forum, 2025. A framework describing potential applications, performance requirements and technical considerations for the industry’s transition toward 448-Gbps electrical interfaces.

 

Other Podcasts

July 28, 2026

Episode 12: Chiplets, RISC-V, and Europe’s AI Silicon Ambition

June 25, 2026

Episode 11: Breaking the Memory Wall: How New Memory Architectures are Reshaping AI Inference

April 28, 2026

Episode 10: Beyond the CPU vs GPU War: Rethinking AI Compute at the System Level 

March 27, 2026

Episode 9: Inside the AI Bottleneck: Data Movement, Chiplets, and System Scaling

January 20, 2026

Episode 8: From Arduino to AI Infrastructure: Scaling the Next Wave of Computing
Dot Wave Push — Final