This podcast hosted by Baya Systems explores the cutting edge of technology, from AI acceleration to data movement and chiplet innovation. Each episode dives into groundbreaking advancements shaping the future of computing, featuring insights from industry experts on the trends and challenges defining the tech landscape. Tune in to stay ahead in the rapidly evolving world of technology.

Tech Threads: Weaving the Intelligent Future
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Podcast Overview
This podcast hosted by Baya Systems explores the cutting edge of technology, from AI acceleration to data movement and chiplet innovation. Each episode dives into groundbreaking advancements shaping the future of computing, featuring insights from industry experts on the trends and challenges defining the tech landscape. Tune in to stay ahead in the rapidly evolving world of technology.
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Publishing Since
2/19/2025
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Recent Episodes

July 28, 2026
Chiplets, RISC-V, and Europe's AI Silicon Ambition
Europe has the technical talent and research base to compete in advanced semiconductor design. Turning that into globally competitive AI and HPC systems takes more than investment. It needs scalable architectures, open ecosystems, and real collaboration across the supply chain.<br />In this episode of Tech Threads, Baya’s CCO, Nandan Nayampally talks with Cesc Guim, CEO of Openchip, about building next-generation processors and computing platforms in Europe, why chiplet-based design is becoming central to scalable, specialized architectures, and how RISC-V opens up flexibility that fixed-ISA approaches can't match.<br />They also dig into the hardest problem in modern system design: moving data efficiently between processors, accelerators, memory, and chiplets. At scale, performance depends less on adding compute and more on getting the interconnect right: bandwidth, latency, and efficiency for demanding AI workloads.<br />Cesc also shares his take on the challenges and opportunities and the thrill of building a semiconductor company in Europe, forming the right technology partnerships, and turning regional ambition into products that compete globally.<br />In this episode:<br />• How Openchip is approaching AI and HPC system design<br />• Why chiplets are becoming central to scalable, specialized architectures<br />• Where RISC-V fits in enabling open, differentiated designs<br />• Why interconnect performance is the bottleneck for AI system efficiency<br />• How partnerships, especially with critical pieces like Baya’s IP, cut complexity, risk, and time-to-market<br />• What Europe needs to convert semiconductor investment into competitive products

June 16, 2026
Breaking the Memory Wall: How New Memory Architectures are Reshaping AI Inference
In this episode of Tech Threads: Weaving the Intelligent Future, Baya Systems’ Nandan Nayampally sits down with Charlie Cheng, founder and CEO of TC Lab, for an in-depth conversation on the memory wall and why it has become one of the defining bottlenecks in AI infrastructure. While memory constraints have existed for decades, AI inference is bringing the issue into sharper focus by turning memory bandwidth into a direct driver of user experience, system performance, and data center economics.<br /><br />Charlie shares his perspective on the industry’s shift toward alternative AI architectures, from high-bandwidth memory and SRAM-based approaches to emerging 3D memory technologies and hybrid-bonded architectures that bring memory much closer to compute. He explains why inference workloads, especially token generation and KV cache access, can quickly become bandwidth-bound, and why solving that challenge requires rethinking the relationship between compute, memory, packaging, and on-chip data movement.<br /><br />The discussion also explores what happens when memory bottlenecks are reduced or removed. As more bandwidth becomes available to AI accelerators, the pressure shifts to the rest of the system, including networks-on-chip, chiplet fabrics, and data movement architectures. For companies building next-generation AI chips, hyperscale infrastructure, autonomous systems, and edge inference platforms, this creates both a challenge and an opportunity: the need for more flexible, scalable, and software-defined approaches to moving data efficiently across increasingly complex systems.<br /><br />Tune in for an expert look at why the future of AI performance depends as much on memory innovation and data movement as it does on compute, and how new architectures could help unlock faster, more efficient, and more scalable AI systems.

April 28, 2026
Beyond the CPU vs GPU War: Rethinking AI Compute at the System Level
In this episode of Tech Threads, Nandan Nayampally, Baya Systems CCO, sits down with Ian Ferguson, Vice President of Vertical Markets and Business Development at SiFive, to unpack one of the most important shifts happening in modern computing: AI is no longer just about scaling compute, it’s about orchestrating complexity.<br /><br />As architectures fragment across accelerators, chiplets, and custom silicon, the real challenge is no longer building faster chips. it’s turning all of these elements into a cohesive, high-performance system.<br /><br />This conversation explores why the industry is moving beyond the traditional “CPU vs GPU” narrative and toward a system-level approach where performance is defined by how effectively compute, memory, interconnect and software work together.<br /><br />From the growing momentum behind RISC-V to the rise of heterogeneous compute environments, the discussion highlights a clear trend: the future won’t be defined by a single dominant architecture, but by optimized combinations of technologies tailored to specific workloads.<br /><br />That shift introduces a new layer of complexity.<br /><br />Key themes explored in this episode include:<br />- Why data movement is emerging as the primary constraint in AI systems<br />- How efficiency metrics like “tokens per dollar” are reshaping design priorities<br />- The shift toward purpose-built architectures across data center, automotive, and edge applications<br />- The role of open ecosystems and interoperability in accelerating innovation<br />- Why competitive advantage is shifting from individual components to full system design<br /><br />If you’re interested in where AI is headed, this is a must-watch conversation on the forces shaping the future of compute and what it takes to stay ahead.
12 total episodes available
Recent guests on Tech Threads: Weaving the Intelligent Future
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jim Keller
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Sally Ward-Foxton
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Dr Ian Cutress
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Fabrizio Del Maffeo
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Nandan Nayampally
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Rochan Sankar
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- What is Tech Threads: Weaving the Intelligent Future?
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This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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