Technology Summit

The Age of AI Scaling

June 9-10, 2022 | Virtual Conference Part I
August 23-25, 2022 | Virtual Conference Part II
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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

August Session Confirmed Companies

Airspan
Altair
Alteryx
AMD
Cadence
Calix
Ceragon
CEVA
Cisco Systems
Clearfield
DZS
Flex Logix
Infinera
Kaleyra
Lattice Semiconductor
Micron
MoneyLion
omniQ
PDF Solutions
Pegasystems
Qualcomm
QuickLogic
Roku
Seagate Technology
Supermicro
Synaptics
Yole Développement

Confirmed August Session Speakers

June Session Participating Companies

Achronix
Adtran
Ambarella
Arteris
Calix
CEVA
Ciena
Extreme Networks
Lumentum
Rambus
SMART Global Holdings
Viavi Solutions
Yole Développement

Confirmed June Session Speakers

Event Agenda

Tuesday, August 23, 2022
8:00am–8:45am EDT
Ken Stillwell(Pegasystems)
Ken Stillwell headshot
Ken Stillwell
COO & CFO
Pegasystems
Pegasystems logo svg 16:9
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
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9:00am–9:45am EDT
Cheri Beranek(Clearfield)
Cheri Beranek headshot
Cheri Beranek
President & CEO
Clearfield
Clearfield logo svg 16:9
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 headshot
Moshe Sheier
VP Marketing
CEVA
CEVA logo svg 16:9
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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11:00am–11:45am EDT
Raj Hazra(Micron)
Raj Hazra headshot
Raj Hazra
SVP of Emerging Products, Corporate Strategy & Communications
Micron
Micron logo svg 16:9
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
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12:00pm–12:45pm EDT
David Heard(Infinera)
David Heard
David Heard
CEO
Infinera
Infinera
Nancy Erba
Nancy Erba
CFO
Infinera
Infinera
Amitabh Passi
Amitabh Passi
Head of IR
Infinera
Infinera
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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1:00pm–1:45pm EDT
Esam Elashmawi(Lattice Semiconductor)
Esam Elashmawi
Esam Elashmawi
Chief Strategy & Marketing Officer
Lattice Semiconductor
Lattice Semiconductor
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
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2:00pm–2:45pm EDT
Victor Peng(AMD)
Victor Peng
Victor Peng
President of AECG
AMD
AMD
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
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3:00pm–3:45pm EDT
Satish Ganesan(Synaptics)
Satish Ganesan
Satish Ganesan
Chief Strategy Officer
Synaptics
Synaptics
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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4:00pm–4:45pm EDT
Carl Russo & Cory Sindelar(Calix)
Carl Russo
Carl Russo
President & CEO
Calix
Calix
Cory Sindelar
Cory Sindelar
CFO
Calix
Calix
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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5:00pm–5:45pm EDT
Kevin Rubin & Suresh Vittal(Alteryx)
Kevin Rubin
Kevin Rubin
CFO
Alteryx
Alteryx
Suresh Vittal
Suresh Vittal
CPO
Alteryx
Alteryx
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
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Wednesday, August 24, 2022
10:00am–10:45am EDT
John Lorenz(Yole Développement)
Tom Hackenberg
Tom Hackenberg
Principal Analyst Computing & Software Semiconductor, Memory and Computing Division
Yole Développement
Yole Développement
John Lorenz
John Lorenz
Senior Analyst, Processors
Yole Développement
Yole Développement
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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11:00am–11:45am EDT
Charles Liang(Supermicro)
Charles Liang
Charles Liang
CEO
Supermicro
Supermicro
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
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12:00pm–12:45pm EDT
Shai Lustgarten(omniQ)
Shai Lustgarten
Shai Lustgarten
Chairman & CEO
omniQ
omniQ
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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1:00pm–1:45pm EDT
Eric Stonestrom(Airspan)
Eric Stonestrom
Eric Stonestrom
Chairman & CEO
Airspan
Airspan
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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2:00pm–2:45pm EDT
Anirudh Devgan(Cadence)
Anirudh Devgan
Anirudh Devgan
President & CEO
Cadence
Cadence
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
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3:00pm–3:45pm EDT
Brian Faith(QuickLogic)
Brian Faith
Brian Faith
CEO
QuickLogic
QuickLogic
Elias Nader
Elias Nader
CFO
QuickLogic
QuickLogic
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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4:00pm–4:45pm EDT
Jeff Fochtman(Seagate)
Jeff Fochtman
Jeff Fochtman
SVP of Business & Marketing
Seagate Technology
Seagate Technology
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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Thursday, August 25, 2022
8:00am–8:45am EDT
Doron Arazi(Ceragon)
Doron Arazi headshot
Doron Arazi
CEO
Ceragon
ceragon logo svg 16:9
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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9:00am–9:45am EDT
Dario Calogero(Kaleryra)
Dario Calogero headshot
Dario Calogero
Founder & CEO
Kaleyra
Kaleyra logo svg 16:9
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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10:00am–10:45am EDT
Misty Kawecki & Ted Moreau(DZS)
Misty Kawecki
Misty Kawecki
CFO
DZS
DZS
Ted Moreau
Ted Moreau
Head of IR
DZS
DZS
Charlie Vogt
Charlie Vogt
CEO
DZS
DZS
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
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11:00am–11:45am EDT
Jim Scapa & Matt Brown(Altair)
Jim Scapa
Jim Scapa
CEO and Founder
Altair
Altair
Matt Brown
Matt Brown
CFO
Altair
Altair
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
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1:00pm–1:45pm EDT
Ziad Asghar(Qualcomm)
Ziad Asghar headshot
Ziad Asghar
VP of Snapdragon Technologies & Roadmap
Qualcomm
Qualcomm logo svg 16:9
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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3:00pm–3:45pm EDT
John Kibarian & Adnan Raza(PDF Solutions)
John Kibarian
John Kibarian
President & CEO
PDF Solutions
PDF Solutions
Adnan Raza
Adnan Raza
CFO
PDF Solutions
PDF Solutions
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
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4:00pm–4:45pm EDT
Geoff Tate(Flex Logix)
Geoff Tate headshot
Geoff Tate
CEO
Flex Logix
Flex Logix logo svg 16:9
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
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