Rajiv Khemani, Auradine | theCUBE + NYSE Wired: Mixture of Experts

In this Mixture of Experts segment, Rajiv Khemani, co-founder and CEO of Auradine, joins theCUBE’s John Furrier in Palo Alto for a breaking-news CUBE Conversation. Khemani details Auradine’s $153M Series C – led by StepStone Group with participation from Samsung Catalyst, Qualcomm Ventures and Mayfield – and explains how strong Bitcoin momentum and an upcoming AI networking product line are fueling both R&D and working-capital needs. Now a three-year-old company with a $150M+ revenue run rate, Auradine ships silicon, systems and software into data centers and sees standards-driven back-end networking as the next frontier for AI scale.

Listeners will hear clear insights on scale-up vs. scale-out clusters, the rise of back-end networks connecting thousands of GPUs and why Ethernet – accelerated by RoCE/RDMA – is set to dominate even as InfiniBand shapes latency expectations. Khemani digs into the power and cooling realities (from ~30–40kW racks to ~140kW and discussion of ~1MW), liquid/immersion approaches, and how Bitcoin-honed demand-response maps to AI data centers. He outlines industry convergence around the Ultra Ethernet Consortium and Ultra Accelerator Link, notes Auradine as the only shipping U.S. vendor in its Bitcoin segment with 3nm in volume and previews the new AuraLinks AI business group focused on open-standard switching for AI networking – plus why open-source models such as Llama and DeepSeek accelerate industry innovation.

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00:00 - Intro
00:05 - Auradine and the Future of Blockchain: Innovations, Investments, and Industry Insights
02:34 - Networking Dynamics: Evolution, Energy, and AI Integration
07:47 - The Role of Standards in Networking
10:16 - Revolutionizing Connectivity: The Intersection of Ethernet, Networking, and AI
14:41 - Auras Of Networking: Rajiv Khemani's Journey and Auradine's Strategy
18:12 - Strategic Integration: Advancing AI and System-Level Networking Solutions
22:00 - Embracing Innovation: The Evolution of AI and Data Systems

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