At the AI Infrastructure Summit 2025 in Santa Clara, Vladimir Stojanovic, CTO & Co-Founder of Ayar Labs, explains how optical I/O is breaking through copper’s limits to unlock massive GPU scaling, higher performance per watt, and new system architectures. This was one of the most anticipated conversations at the summit — and for good reason.
Timestamps
00:00 – Why scaling AI inference requires thousands of GPUs working together
00:22 – How Ayar Labs’ optical I/O connects GPUs across racks and clusters
00:48 – Performance-per-watt advantages: achieving 10–20x improvements
00:58 – Building a high-volume manufacturing pipeline for optical I/O in AI systems

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