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# Kandou AI raises $225 million to bet that copper can outlast the optical revolution
- URL: https://adjacent.media/signals/kandou-ai-raises-225-million-to-bet-that-copper-can-outlast-the-optical-revolution/
- Published: 2026-03-29T13:30:00.000Z
- Updated: 2026-04-02T09:56:41.000Z
- Description: The // Next Web Kandou’s massive bet on copper interconnects—and its blue-chip backer lineup—signals that the industry is hedging against optical’s overhyped timeline, recognizing that incremental improvements to mature, proven infrastructure often beat speculative leaps in the race to scale AI c...
- Author: Jonathan Greene
- Tags: #signal, theme-connected, hardware, infrastructure

Source: [The Next Web](https://thenextweb.com/news/kandou-ai-225m-copper-interconnect-ai-infrastructure?ref=adjacent.media)

Kandou’s massive bet on copper interconnects—and its blue-chip backer lineup—signals that the industry is hedging against optical’s overhyped timeline, recognizing that incremental improvements to mature, proven infrastructure often beat speculative leaps in the race to scale AI clusters. This reveals a critical countertrend: when infrastructure costs explode, pragmatism beats moonshots, and the real defensibility lies in extracting marginal gains from existing physics rather than waiting for the next revolution.