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Kandou AI raises $225 million to bet that copper can outlast the optical revolution

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Kandou AI, a Swiss semiconductor company that builds chip-to-chip interconnect technology, has raised $225 million in what it calls a Series A round, led by Maverick Silicon with strategic participation from SoftBank, Synopsys, Cadence Design Systems, and Alchip Technologies. The round values the company at $400 million. The label is worth pausing on: Kandou was founded in 2011 and previously rais...
The strongest version of this narrative positions Kandou AI as a pragmatic disruptor in the AI infrastructure race. By leveraging existing copper infrastructure, the company offers a cost-effective alternative to the capital-intensive shift to optical interconnects. The technical credibility of Chord signalling, already deployed in consumer electronics, lends weight to its claims. The investor syndicate, including industry heavyweights like Synopsys and Cadence, signals potential integration int...