Designing the AI Factory from the Rack Up

EE Times Current · 21 Aug 2026 · 18m

What this episode covers

Neeraj Paliwal, Senior Vice President of Silicon IP Product Management at Synopsys, explains why the AI rack has replaced the data center as the fundamental unit of design and economics. He details the shift from 8kW to 130kW+ power densities in systems like NVIDIA's GB200 NVL72, driven by the need to optimize cost per token across distributed GPUs. Paliwal highlights that the industry is moving past single-die limits toward 3D stacking, custom HBM memory integration, and high-speed die-to-die interfaces like UCIe to overcome the memory and I/O bandwidth walls.

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