5th Annual Technology Summit

The Age of AI

June 10-11, 2025 | Virtual Conference Part I
August 18-19, 2025 | Virtual Conference Part II

About the Summit

We are currently witnessing the "Mother of All Cycles." Our thesis, "The Age of AI, Mother of All Cycles," proposes that the current semiconductor cycle is experiencing an unprecedented alignment of market forces, including Artificial Intelligence and AI at the Edge.

We believe this cycle is fueled by exponential growth in AI intensity and TCO/efficiency, driving demand beyond anything the Technology sector has ever seen. This demand will significantly outstrip supply, highlighting Moore's Law's limitations in meeting this scale. Additionally, the urgency of strategic product initiatives and a structural and secular AI scale gap further support the "Mother of All Cycles" thesis.

Please join us at The Age of AI Technology Summit, where thought leaders will share their insights on the current market and the implications of Artificial Intelligence. The Summit will feature Fireside Chats, 1x1s, and Small Group Meetings with C-level executives, management teams, and AI experts from companies engaged in AI.

We look forward to your participation.

2021
First Annual Tech Summit Hosted
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Companies
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Days Away

Confirmed August Companies

August Speakers

August Agenda

Monday, August 18
1x1s Only
Jake Graves, Sr. Manager IR at the Trade Desk
Jake Graves
Sr. Manager, IR
The Trade Desk
the Trade Desk 16:9 svg logo
1x1s Only
Bob Grim
Bob Grim
VP, IR
Tenstorrent
Tenstorrent
Isaac Salameh
Isaac Salameh
Sr. Director, Corporate Development
Tenstorrent
Tenstorrent
1x1s Only
Jonathan Goldowsky, Head of IR at Galaxy
Jonathan Goldowsky
Head of IR
Galaxy Digital
galaxy digital 16x9 svg logo
8:00am–8:45am EDT
Justin Floyd, CEO of RedCloud
Justin Floyd
CEO
RedCloud
RedCloud 16x9 svg logo
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
9:00am–9:45am EDT
Ken Stillwell
Ken Stillwell
COO & CFO
Pegasystems
Pegasystems
Don Schuerman
Don Schuerman
CTO and VP of Product Marketing
Pegasystems
Pegasystems
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
11:00am–11:45am EDT
Babak Taheri
Babak Taheri
CEO
Silvaco
Silvaco
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
11:00am–11:45am EDT
Nick Kormeluk, SVP IR & Head of Global Real Estate at Magnite
Nick Kormeluk
SVP IR & Head of Global Real Estate
Magnite
Magnite SVG logo
Moderator:
Barton Crockett headshot
Barton Crockett
Managing Director, Senior Research Analyst
Sector: Internet Media
Rosenblatt SVG logo on a 16x9 background
12:00pm–12:45pm EDT
Sami Badri, Head Investor Relations & Strategic Finance at Cisco
Sami Badri
Head Investor Relations & Strategic Finance
Cisco
cisco 16x9 svg logo
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
1:00pm–1:45pm EDT
Panel: Co-Packaged Optics
Martin Vallo, CPO Market Analyst at Yole Group
Martin Vallo
CPO Market Analyst
Yole Group
Yole Group SVG logo
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
2:00pm–2:45pm EDT
Saori Casey
Saori Casey
CFO
Sonos
Sonos
James Baglanis
James Baglanis
IR & Treasury
Sonos
Sonos
Moderator:
Steve Frankel
Steve Frankel
Associate Director of Research,
Senior Research Analyst
Sector: Digital Media
Rosenblatt SVG logo on a 16x9 background
3:00pm–3:45pm EDT
Laura Mirkarimi, Head of Semi Engineering at Adeia
Laura Mirkarimi
SVP, Head of Semi Engineering
Adeia
adeia svg logo 16:9
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
4:00pm–4:45pm EDT
Cory Sindelar, CFO at Calix
Corey Sindelar
CFO
Calix
Calix 16x9 svg logo
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
4:00pm–4:45pm EDT
Sean Glennan, CFO at Hut 8
Sean Glennan
CFO
Hut 8
Hut 8 svg logo
Moderator:
Chris Brendler, CFA, Senior Research Analyst covering FinTech & Crypto.
Chris Brendler
Senior Research Analyst
Sector: FinTech & Crypto
Rosenblatt SVG logo on a 16x9 background
Tuesday, August 19
1x1s Only
Oleg Khaykin
Oleg Khaykin
President & CEO
Viavi Solutions
Viavi Solutions
Ilan Daskal
Ilan Daskal
Executive VP & CFO
Viavi Solutions
Viavi Solutions
Vibhuti Nayar
Vibhuti Nayar
Director, IR
Viavi Solutions
Viavi Solutions
1x1s Only
Melanie Dambre,VP IR at Criteo
Melanie Dambre
VP, IR
Criteo
Criteo 16:9 svg logo
1x1s Only
Victor Limongelli
Victor Limongelli
Interim-CEO
OneSpan
OneSpan
Joe Maxa
Joe Maxa
VP, IR
OneSpan
OneSpan
1x1s Only
Dinakar Munagala
Dinakar Munagala
CEO & Co-Founder
Blaize
Blaize
Harminder Sehmi
Harminder Sehmi
CFO
Blaize
Blaize
8:00am–8:45am EDT
Yaniv Arieli, CFO at Ceva
Yaniv Arieli
CFO
Ceva
CEVA 16x9 SVG logo
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
9:00am–9:45am EDT
Sagi Niri
Sagi Niri
CFO
Nexxen
Nexxen
Karim Rayes
Karim Rayes
Chief Product Officer
Nexxen
Nexxen
Moderator:
Barton Crockett headshot
Barton Crockett
Managing Director, Senior Research Analyst
Sector: Internet Media
Rosenblatt SVG logo on a 16x9 background
10:15am–10:45am EDT
Tom Stanton
Tom Stanton
Chairman & CEO
Adtran
Adtran
Timothy Santo
Timothy Santo
CFO
Adtran
Adtran
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
11:00am–11:45am EDT
Stefan Murry, CFO and CSO at Applied Optoelectronics
Stefan Murry
CFO & CSO
Applied Optoelectronics
Applied Optoelectronics svg logo
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
11:00am–11:45am EDT
Ken Gianella
Ken Gianella
CFO
Ouster
Ouster
Chen Geng
Chen Geng
SVP, Strategic Finance & Treasurer
Ouster
Ouster
Moderator:
Headshot of Kevin Garrigan, Senior Research Analyst covering Semiconductors at Rosenblatt Securities
Kevin Garrigan
Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
12:00pm–12:45pm EDT
Mark Penn, CEO of Stagwell
Mark Penn
Chariman & CEO
Stagwell
Stagwell SVG logo
Moderator:
Barton Crockett headshot
Barton Crockett
Managing Director, Senior Research Analyst
Sector: Internet Media
Rosenblatt SVG logo on a 16x9 background
1:00pm–1:45pm EDT
Panel: High Performance Computing
Brian Wright, Co-Head of Data Centers at Galaxy
Brian Wright
Co-Head of Data Centers
Galaxy Digital
galaxy digital 16x9 svg logo
Moderator:
Chris Brendler, CFA, Senior Research Analyst covering FinTech & Crypto.
Chris Brendler
Senior Research Analyst
Sector: FinTech & Crypto
Rosenblatt SVG logo on a 16x9 background
2:00pm–2:45pm EDT
Vikram Gupta
Vikram Gupta
Sr. VP and GM of IoT Processors, CPO
Synaptics
Synaptics
Munjal Shah
Munjal Shah
VP, IR
Synaptics
Synaptics
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
2:00pm–2:45pm EDT
John Kibarian, CEO of PDF Solutions
John Kibarian
CEO
PDF Solutions
PDF Solutions 16:9 svg logo
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
3:00pm–3:45pm EDT
Esam Elashmawi, CSO and CMO at Lattice Semiconductors
Esam Elashmawi
CSO & CMO
Lattice Semiconductors
Lattice Semiconductors 16x9 svg logo
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
3:00pm–3:45pm EDT
Rajeev Goel, CEO at Pubmatic
Rajeev Goel
CEO & Co-Founder
PubMatic
PubMatic svg logo
Moderator:
Barton Crockett headshot
Barton Crockett
Managing Director, Senior Research Analyst
Sector: Internet Media
Rosenblatt SVG logo on a 16x9 background
4:00pm–4:45pm EDT
Sid Sheth, CEO and Founder of D-Matrix
Sid Sheth
CEO & Founder
d-Matrix
d-matrix 16x9 svg logo
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
4:00pm–4:45pm EDT
Dustin Driggs, CFO at Veeam
Dustin Driggs
CFO
Veeam
Veeam 16x9 svg logo
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
5:00pm–5:45pm EDT
Kevin Kraus
Kevin Kraus
CFO
8x8
8x8
Bryan Martin
Bryan Martin
CTO
8x8
8x8
Moderator:
Catharine Trebnick headshot
Catharine Trebnick
Senior Research Analyst
Sector: Cloud Comm & Cybersecurity
Rosenblatt SVG logo on a 16x9 background

June Companies

June Speakers

June Agenda

Tuesday, June 10
Tech Summit 2025 June Agenda