For three years, the AI race has been a race for faster chips. Eliyan just became a $1bn company by pointing out that the chips are now too fast for their own wires. Eliyan wants to be the neutral option, licensing its technology and selling chiplets to anyone building their own AI chips. It made its name in electrical links between dies, using standard packaging rather than pricier silicon interposers. As AI systems grow from single chips into rack-sized machines, the wires between the chips may command as much attention as the chips themselves.