Technology Summit

The Age of AI Scaling

June 9-10, 2022 | Virtual Conference Part I
August 23-24, 2022 | Virtual Conference Part II
Tech Summit 2022 Registration

About the Summit

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 Age of AI Scaling 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.

2021
First Annual Tech Summit Hosted
0
Days Away

2022 Participating Companies

Achronix
Adtran
Advanced Energy
Altair
Ambarella
AMD
Arteris
Autodesk
Cadence
Calix
CEVA
Ciena
Cisco Systems
Extreme Networks
Infinera
Lumentum
Micron
MKS
MoneyLion
Monolithic Power Systems
Rambus
SMART Global Holdings
Supermicro
Synaptics
Viavi Solutions
Yole Développement

Confirmed Speakers

Event Agenda

June 9, 2022
8:00am–8:45am EDT
Ivan Donaldson(Yole Développement)
Ivan Donaldson
Ivan Donaldson
SVP
Yole Développement
Yole Développement
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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9:00am–9:45am EDT
Jim Moylan(Ciena)
Jim Moylan
Jim Moylan
SVP & CFO
Ciena
Ciena
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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10:00am–10:45am EDT
Moshe Sheier(CEVA)
Moshe Sheier
Moshe Sheier
VP Marketing
CEVA
CEVA
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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11:00am–11:45am EDT
K. Charles Janac & Nick Hawkins(Arteris)
K. Charles Janac
K. Charles Janac
Chairman, President & CEO
Arteris
Arteris
Nick Hawkins
Nick Hawkins
CFO
Arteris
Arteris
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
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12:00pm–12:45pm EDT
Les Kohn(Ambarella)
Les Kohn
Les Kohn
Chief Technology Officer
Ambarella
Ambarella
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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1:00pm–1:45pm EDT
Cory Sindelar & Carl Russo(Calix)
Cory Sindelar
Cory Sindelar
CFO
Calix
Calix
Carl Russo
Carl Russo
President & CEO
Calix
Calix
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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2:00pm–2:45pm EDT
Robert Blake(Achronix)
Robert Blake
Robert Blake
CEO
Achronix
Achronix
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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4:00pm–4:45pm EDT
Keith Jones, Des Lynch & Steven Woo(Rambus)
Keith Jones
Keith Jones
Interim CFO
Rambus
Rambus
Des Lynch
Des Lynch
VP of Finance and Investor Relations
Rambus
Rambus
Steven Woo
Steven Woo
Fellow & Distinguished Inventor
Rambus
Rambus
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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June 10, 2022
9:00am–9:45am EDT
Tom Stanton(Adtran)
Tom Stanton
Tom Stanton
Chairman & CEO
Adtran
Adtran
Mike Foliano
Mike Foliano
SVP & CFO
Adtran
Adtran
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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10:00am–10:45am EDT
Rémi Thomas(Extreme Networks)
Rémi Thomas
Rémi Thomas
CFO
Extreme Networks
Extreme Networks
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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11:00am–11:45am EDT
Thierry Pellegrino(SMART Global Holdings)
Thierry Pellegrino
Thierry Pellegrino
President of Intelligent Platform Solutions
SMART Global Holdings
SMART Global Holdings
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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12:00pm–12:45pm EDT
Chris Coldren(Lumentum)
Chris Coldren
Chris Coldren
SVP, Chief Strategy and Corporate Development Officer
Lumentum
Lumentum
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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12:00pm–12:45pm EDT
Henk Derksen(Viavi Solutions)
Henk Derksen
Henk Derksen
CFO
Viavi Solutions
Viavi Solutions
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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