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Marketplace All-in-One

Raising the “speed limit” on AI’s “information highway”

26 Jan 2026

Transcription

Chapter 1: What is the focus of the AI infrastructure series?

0.031 - 30.47 Megan McCarty Carino

A one-week special series on AI infrastructure. From American Public Media, this is Marketplace Tech. I'm Megan McCarty Carino. A couple weeks ago, I walked through an office building in Cupertino, California, into an industrial-looking room with exposed pipes and a concrete floor.

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31.031 - 34.997 Satish Vangala

So this is our networking hardware lab here in AWS.

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35.017 - 41.125 Megan McCarty Carino

Satish Vangala is the director of network product development at Amazon Web Services.

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41.105 - 51.739 Satish Vangala

Network is almost like a data highway or information highway. You have these massive AI clusters of graphics or CPUs that are there. They all exchange information.

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51.871 - 59.48 Megan McCarty Carino

And just like interstates and highways, if you don't have the right infrastructure, you can end up with pretty bad bottlenecks, right?

60.181 - 70.794 Satish Vangala

I think that's the whole point of what we do here is to ensure that your experience feels instant. That means that we need to have a network that has no traffic jams or no delays.

71.355 - 91.155 Megan McCarty Carino

As we've talked about, spending on AI has gotten so big that it's outpacing consumer spending as a driver of GDP. And today, we're going to look at one tiny innovation, one of thousands being made in the effort to build out that infrastructure. It's literally humming in this lab.

Chapter 2: How does AWS ensure efficient networking for AI?

91.295 - 92.436 Megan McCarty Carino

What's going on in here?

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92.877 - 99.263 Satish Vangala

So I'll walk you through some of the things that we do here, and then we can kind of go through some of the stations, and I'll explain you in detail.

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99.283 - 107.41 Megan McCarty Carino

All right, let's go. There were wires everywhere. Workers in jeans and T-shirts hovered over screens filled with code.

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107.39 - 121.5 Satish Vangala

This is our 800-gig generation product, so that means we have more lanes for data exchange. In one room on a wall of computer servers... These are typically what you would see in a data center.

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121.88 - 144.685 Megan McCarty Carino

Satish pulled out a rack of little yellow plugs. Kind of like the Ethernet cables you might stick into your home computer. AWS has built about 9 million kilometers of fiber cable to link computers around the world. It's enough to stretch to the moon and back 11 times. And it's all connected with fiddly little plugs like these.

145.045 - 150.17 Satish Vangala

Plugging in these many connections, like these are 60, 32 ports, it's slowing us down.

150.19 - 153.293 Megan McCarty Carino

So the ergonomics of actually plugging those individually.

153.273 - 158.518 Satish Vangala

Individually, it takes a lot of time and doing it reliably is also a challenge.

Chapter 3: What innovations are being developed at the AWS lab?

158.538 - 183.28 Satish Vangala

So what we have done here is that we kind of looked into this problem and how we could actually miniaturize it so that we can actually reduce it. So these are 64 fibers that we connected and here we got a single connector that actually can do exactly the same thing that we are doing in a smaller form factor here. So that enables us to reduce our deployment time by more than 50%.

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183.26 - 213.896 Megan McCarty Carino

Those little innovations, like a cable that's easier to plug in, might seem small, but that's the infrastructure required to make almost $2 trillion of AI investment pay off. We'll be right back. This is Marketplace Tech. I'm Megan McCarty Carino. Inside, a research and development lab of Amazon Web Services that is working on new technology for the AI infrastructure build-out.

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214.657 - 225.315 Megan McCarty Carino

Satish Vangala, Director of Network Product Development, showed me these devices, they're called transponders, that convert electric signals, aka data, into light waves.

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225.295 - 233.179 Satish Vangala

and then the light gets sent over a fiber optic cable to any distance you want, and that's the information highway that connects across.

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233.615 - 235.638 Megan McCarty Carino

They look a little bit like nail clippers.

235.919 - 239.244 Satish Vangala

Yeah, they look like nail clippers, yes.

240.105 - 263.683 Megan McCarty Carino

I mean, when we were looking at, you know, just the little sockets and how you're engineering all of this stuff, it just really calls to mind how the infrastructure build-out, it's all these little pieces that have to come together to make it work. What are the challenges on your side, on the networking side, to meeting that demand?

263.723 - 267.969 Satish Vangala

I think meeting that demand, that's the first goal that we have.

Chapter 4: How does AWS address the challenges of scaling AI infrastructure?

268.41 - 287.017 Satish Vangala

Second, as I said, how do we scale faster? And that's where we are innovating in that process as well. And then finally, we are looking at building our systems, resilient systems, so that when we do deploy them at scale, we are able to operate our network at a very high reliability.

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287.057 - 293.667 Satish Vangala

So those are the main three challenges that we are really looking at so that we can deliver capacity at scale at very fast pace.

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Chapter 5: What are the future implications of AI infrastructure investments?

294.088 - 303.902 Satish Vangala

And that means that we need to make sure that all the components that are used to build the network are ready and are able to deploy at scale.

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304.709 - 309.554 Megan McCarty Carino

On the program tomorrow... I understand this is actually a data center.

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309.935 - 315.921 Unknown

Yes, you wouldn't believe it walking by. And it has a very interesting story, how we shape the internet today.

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316.442 - 330.497 Megan McCarty Carino

We're going back in time. Maria Hollenhorst and Daniel Shin produced this episode. I'm Megan McCarty Carino, and that's Marketplace Tech. This is APM.

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331.54 - 339.932 Kathy Worzer

Curious about the future of healthcare? Tomorrow's Cure, the chart-topping and Ambie Award finalist podcast from Mayo Clinic, brings it to you today.

Chapter 6: What role do transponders play in the AI information highway?

340.473 - 358.78 Kathy Worzer

I'm Kathy Worzer, and in this new season, I sit down with researchers, doctors, and industry experts who are leading the way in medical innovation. From cutting-edge technology to breakthrough treatments, we'll explore how new solutions are improving and even saving lives. Follow Tomorrow's Cure wherever you listen to podcasts.

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