Technology Summit: The Age of AI Scaling 2022 (B) | Rosenblatt Securities Inc. | 23 August 2022 | Virtual
Venue
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| Event Date | Tue Aug 23 EDT - Thu Aug 25 EDT (over 2 years ago) |
| Location | Virtual |
| Region | All |
Details
The "Mother of All Cycles" is underway. Our thesis, “The Age of AI Scaling, Mother of All Cycles”, posits that the setup of the current semiconductor cycle is a rare planetary alignment of market forces, which include Artificial Intelligence and AI at the Edge. We see the current cycle being driven by exponential growth in AI intensity and TCO/efficiency that is driving demand beyond any cycle that the Technology sector has ever witnessed, in which demand will significantly outstrip supply and demonstrate Moore’s Law's inability to meet this scale intensity. In addition, there is a sense of urgency in strategic product initiatives and a structural and secular AI gap in scale that are all aligned for the Mother of All Cycles.
Join us at our Technology Summit as we delve into this critical thesis, guided by thought leaders who will describe their views on the current market and the implications of Artificial Intelligence. Our Summit will play host to Fireside Chats and Small Group Meetings with C-level and management teams from companies with exposure to AI.
Speakers
2022 Speakers
Eric Stonestrom
Chairman & CEO, Airspan
Matt Brown
CFO, Altair
Jim Scapa
CEO and Founder, Altair
Kevin Rubin
CFO, Alteryx
Suresh Vittal
CPO, Alteryx
Victor Peng
President of AECG, AMD
Anirudh Devgan
President & CEO, Cadence
Carl Russo
President & CEO, Calix
Cory Sindelar
CFO, Calix
Doron Arazi
CEO, Ceragon
Moshe Sheier
VP Marketing, CEVA
Marty Palka
Chief Intelligence Analyst, IR, Cisco Systems
Cheri Beranek
President & CEO, Clearfield
Misty Kawecki
CFO, DZS
Ted Moreau
Head of IR, DZS
Geoff Tate
CEO, Flex Logix
David Heard
CEO & Director, Infinera
Dario Calogero
Founder & CEO, Kaleyra
Esam Elashmawi
Chief Strategy & Marketing Officer, Lattice Semiconductor
Raj Hazra
SVP of Emerging Products, Corporate Strategy & Communications, Micron
Rick Correia
CFO, MoneyLion
Sean Horgan
Head of IR, MoneyLion
Shai Lustgarten
Chairman & CEO, omniQ
John Kibarian
President, CEO, and Director, PDF Solutions
Adnan Raza
Executive VP, Finance & CFO, PDF Solutions
Ken Stillwell
COO & CFO, Pegasystems
Ziad Asghar
VP Product Management, Snapdragon Roadmap & Application Processor Technologies, Qualcomm
Brian Faith
CEO, QuickLogic
Conrad Grodd
VP of IR, Roku
Charles Liang
CEO, Supermicro