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Vladimir Stojanovic, Ayar Labs | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future

Vladimir Stojanovic, Ayar Labs | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future

Episode 173
Sep 27, 202522 minutes
0:00/21:59

Show Notes

In this episode of theCUBE + NYSE Wired’s “AI Factories – Data Centers of the Future,” Vladimir Stojanovic, co-founder and CTO of Ayar Labs, discusses how optical I/O technology is transforming AI-scale infrastructure. He explains the integration of co-packaged optical engines, which enhance AI accelerators and other components to achieve ultra-low latency, high bandwidth, and energy efficiency. Stojanovic emphasizes that the future of AI depends heavily on interconnects, citing metrics around increasing rack densities and addressing power escalation. He shares insights on partnerships with industry leaders like TSMC and Alchip, highlighting the journey from academic research to real-world applications in large-scale data centers. With promising near-term prospects for mass production, Stojanovic underlines the importance of performance-per-total-cost-of-ownership.

Key Topics Covered:
  • Overview of Ayar Labs' optical I/O technology and its impact on AI infrastructure.
  • Integration of optical engines with GPUs, switches, and memory for improved performance.
  • The significance of interconnects in optimizing AI workloads and reducing latencies.
  • Partnerships with TSMC and Alchip to enhance manufacturing capabilities.
  • Trends in rack density and power management in data centers.
  • The evolution from early research to practical applications in AI factories.
  • Performance metrics driving the future of AI technologies.
  • Ayar Labs' development timeline and expected mass production goals.