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ramin farjadrad

T2 · manager / operator

Co-founded Eliyan, a chiplet interconnect startup that raised $145M at $1B valuation; focuses on die-to-die and optical rack-to-rack connectivity for AI systems.

7 calls·3 names·57% bull·last heard last month·The Information
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ELIYANEliyanposition

Eliyan raises $145M at $1B valuation to solve AI system connectivity bottleneck with chiplet interconnects

AI has shifted from a chip problem to a system problem where connectivity is the bottleneck; Eliyan's die-to-die, chip-to-chip, and rack-to-rack optical interconnect technology is years ahead of incumbents, backed by strategic investors including all three memory suppliers, three fabs, two switch makers, and three largest chip makers.

The Information2026-08episode →
2ndhigh conviction
$AYAR-LABSAyar Labs

Ayar Labs secures strategic investors across memory, foundry, switching, and chip makers to enable custom AI silicon

The company's strategic investor roster — all three memory suppliers (Samsung, SK Hynix, Micron), all three leading foundries, two switch vendors, multiple hyperscalers, and three of the largest CPU/GPU makers — signals broad ecosystem validation for its optical interconnect technology as the key enabler for custom AI accelerator development.

The Information2026-08episode →
3rdmedium conviction
$AVGOBroadcom

Eliyan claims years-ahead lead over Broadcom in die-to-die and optical interconnect

Eliyan co-founder asserts they are years ahead of Broadcom in die-to-die interconnect (fastest at lowest power) and have optical rack-to-rack solutions replacing copper, positioning to win hyperscaler custom silicon designs.

The Information2026-08episode →

most discussed · click a bar to filter

  • $AVGO
  • $ELIYAN
  • $AYAR-LABS

recurring themes

  • AI Hardware & Chip Architecture2
  • Semiconductors1
7 total
$AYAR-LABS
Ayar Labs
HIGHramin farjadrad·The Information·last month·Can Big Tech’s AI Chips Rival Nvidia?
Ayar Labs secures strategic investors across memory, foundry, switching, and chip makers to enable custom AI silicon
The company's strategic investor roster — all three memory suppliers (Samsung, SK Hynix, Micron), all three leading foundries, two switch vendors, multiple hyperscalers, and three of the largest CPU/GPU makers — signals broad ecosystem validation for its optical interconnect technology as the key enabler for custom AI accelerator development.
"If you want to get a clue on who our customers are, you could look at our strategic investors. Corporate VCs typically don't invest for the return on the on the investment as much…"
4:19
$AVGO
···
Broadcom
MEDramin farjadrad·The Information·last month·Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status
Eliyan claims years-ahead lead over Broadcom in die-to-die and optical interconnect
Eliyan co-founder asserts they are years ahead of Broadcom in die-to-die interconnect (fastest at lowest power) and have optical rack-to-rack solutions replacing copper, positioning to win hyperscaler custom silicon designs.
"Pretty much, yes. You know, after all, we're all building connectivity solutions, and our goal is to, as a startup, to always think ahead what problems that industry will face, wh…"
11:01
$ELIYAN
Eliyan
HIGHramin farjadrad·The Information·last month·Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status
Eliyan raises $145M at $1B valuation for chiplet interconnect
Eliyan's die-to-die, chip-to-chip, and rack-to-rack interconnect solves the connectivity bottleneck for next-gen AI systems, with fastest high-speed die-to-die at lowest power and optical solutions replacing copper for longer reach across AI racks.
"We started from die-to-die many years before industry had any focus on this. Today, we have the fastest die-to-die, high-spanned die-to-die at the lowest power effectively. And al…"
8:23
$AVGO
···
Broadcom
MEDramin farjadrad·The Information·last month·Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status
Eliyan claims technology lead over Broadcom in die-to-die and optical rack-to-rack interconnects
Eliyan competes directly with Broadcom in AI connectivity but asserts a multi-year lead in high-speed die-to-die and optical rack-to-rack solutions that match copper's reliability and power at longer reach, targeting the hyperscaler custom-silicon ecosystem Broadcom also serves.
"Pretty much, yes. You know, after all, we're all building connectivity solutions, and our goal is to, as a startup, to always think ahead what problems that industry will face, wh…"
8:23
$ELIYAN
Eliyan
HIGHramin farjadrad·The Information·last month·Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status· position
Eliyan raises $145M at $1B valuation to solve AI system connectivity bottleneck with chiplet interconnects
AI has shifted from a chip problem to a system problem where connectivity is the bottleneck; Eliyan's die-to-die, chip-to-chip, and rack-to-rack optical interconnect technology is years ahead of incumbents, backed by strategic investors including all three memory suppliers, three fabs, two switch makers, and three largest chip makers.
"Basically AI is in a transition point that is now becoming a system problem not a chip problem anymore. And to basically enable a right system solution, connectivity becomes the b…"
8:23
$AVGO
···
Broadcom
MEDramin farjadrad·The Information·last month·Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status
Eliyan claims lead over Broadcom in die-to-die and optical rack interconnect for AI
Eliyan competing directly with Broadcom on connectivity solutions; claims fastest high-span die-to-die at lowest power and optical rack-to-rack solution matching copper reliability with longer reach, positioning ahead of incumbent for next-gen AI pod scaling.
"Today, we have the fastest die-to-die, high-spanned die-to-die at the lowest power effectively. And also extending that all the way to rack-to-rack, having the most efficient solu…"
8:23
$ELIYAN
Eliyan
HIGHramin farjadrad·The Information·last month·Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status· position
Eliyan raises $145M at $1B valuation to solve AI connectivity bottleneck with chiplet interconnect
Connectivity is the new bottleneck for AI systems as chiplet architectures scale; Eliyan's die-to-die, chip-to-chip, and rack-to-rack optical interconnect enables hyperscalers to build custom silicon competitive with Nvidia, backed by strategic investors including all three memory suppliers, fabs, and major chip makers.
"Basically AI is in a transition point that is now becoming a system problem not a chip problem anymore. And to basically enable a right system solution, connectivity becomes the b…"
8:23
9
AI Hardware & Chip Architecturetailwind
AI shifts from chip problem to system problem: connectivity becomes the critical bottleneck
As Moore's Law slows, AI scaling requires multi-chiplet packages and rack-scale systems; the bottleneck has moved from compute to interconnect (die-to-die, chip-to-chip, rack-to-rack), creating demand for low-power, high-bandwidth optical solutions that can replace copper at distance.
8
Semiconductorstailwind
Interconnect emerges as the critical differentiator for custom AI accelerator utilization
Custom compute chips alone are insufficient; the bottleneck is interconnect efficiency between accelerators, and the technology to solve it is rare and concentrated in a few players (e.g., Ayar Labs), making interconnect IP a strategic choke point for the entire custom silicon ecosystem.
8
AI Hardware & Chip Architecturetailwind
Connectivity becomes the bottleneck as AI shifts from chip to system problem
AI infrastructure is transitioning from a chip-level optimization problem to a system-level connectivity problem; chiplet-based architectures require die-to-die, chip-to-chip, and rack-to-rack interconnects that maximize compute utilization, creating a new critical layer in the stack.