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

June Companies

June Speakers

June Agenda

Tuesday, June 10
8:00am–8:45am EDT
Yaniv Arieli
Yaniv Arieli
CFO
Ceva
Ceva
Moshe Sheier
Moshe Sheier
VP Marketing
Ceva
Ceva
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
9:00am–9:45am EDT
Michael Barrett, SVP IR & Head of Global Real Estate at Magnite
Michael Barrett
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
9:00am–9:45am EDT
Daniel Lereya, Chief Product & Technology Officer at Monday
Daniel Lereya
Chief Product & Technology Officer
Monday
Monday SVG logo
Moderator:
Robert Simmons, Software Research Analyst
Robert Simmons
Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
10:00am–10:45am EDT
Gilad Shainer, SVP Networking at Nvidia
Gilad Shainer
SVP Networking
Nvidia
nvidia svg logo
TBD Headshot
Stewart Stecker
Sr. Director, Investor Relations & Strategic Finance
Nvidia
nvidia svg logo
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
11:00am–11:45am EDT
Seamus Grady
Seamus Grady
CEO
Fabrinet
Fabrinet
Csaba Sverha
Csaba Sverha
CFO
Fabrinet
Fabrinet
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
12:00pm–12:45pm EDT
Patrick Fleury
Patrick Fleury
CFO
Terawulf
Terawulf
John Larkin
John Larkin
Director of Investor Relations
Terawulf
Terawulf
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
1:00pm–1:45pm EDT
Panel: Agentic AI
Gary Filan, Partner at KPMG
Gary Filan
Partner
KPMG
svg logo for KPMG
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
2:00pm–2:45pm EDT
Wupen Yuen
Wupen Yuen
President, Cloud and Networking
Lumentum
Lumentum
Kathy Ta
Kathy Ta
VP, IR & Corporate Marketing
Lumentum
Lumentum
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
3:00pm–3:45pm EDT
Steven Woo
Steven Woo
Fellow & Distinguished Inventor
Rambus
Rambus
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
4:00pm–4:45pm EDT
Carl Russo
Carl Russo
Chairman of the Board
Calix
Calix
Cory Sindelar
Cory Sindelar
CFO
Calix
Calix
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
4:00pm–4:45pm EDT
Sri Ambati, CEO at h20.ai
Sri Ambati
CEO
H20.ai
H2O.ai svg logo
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
5:00pm–5:45pm EDT
Mark Seamans, VP, Global Marketing at Penguin Solutions
Mark Seamans
VP, Global Marketing
Penguin Solutions
Penguin Solutions svg logo
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
5:00pm–5:45pm EDT
Rajeev Goel, CEO at PubMatic
Rajeev Goel
Co-Founder & CEO
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
Wednesday, June 11
8:00am–8:45am EDT
Adam Singolda
Adam Singolda
CEO & Founder
Taboola
Taboola
Moderator:
Barton Crockett headshot
Barton Crockett
Managing Director, Senior Research Analyst
Sector: Internet Media
Rosenblatt SVG logo on a 16x9 background
9:00am–9:45am EDT
Omer Keilaf
Omer Keilaf
CEO
Innoviz
Innoviz
Eldar Cegla
Eldar Cegla
CFO
Innoviz
Innoviz
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
10:00am–10:45am EDT
Nimrod Ben-Natan
Nimrod Ben-Natan
CEO
Harmonic
Harmonic
Walter Jankovic
Walter Jankovic
CFO
Harmonic
Harmonic
Moderator:
Steve Frankel
Steve Frankel
Associate Director of Research,
Senior Research Analyst
Sector: Digital Media
Rosenblatt SVG logo on a 16x9 background
10:00am–10:45am EDT
Gene Sheridan, CEO at Navitas
Gene Sheridan
CEO & Co-Founder
Navitas Semiconductor
Navitas Semiconductor 16x9 svg logo
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
11:00am–11:45am EDT
Charles Janac
Charles Janac
Chairman, President & CEO
Arteris
Arteris
Nick Hawkins
Nick Hawkins
CFO
Arteris
Arteris
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
11:00am–11:45am EDT
Phil McPherson, VP Capital Markets at Riot Platforms
Phil McPherson
VP Capital Markets
Riot Platforms
Riot Platforms 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
12:00pm–12:45pm EDT
Kevin Rhodes
Kevin Rhodes
CFO
Extreme Networks
Extreme Networks
Stan Kovler
Stan Kovler
SVP Corporate Development and IR
Extreme Networks
Extreme Networks
Moderator:
Mike Genovese
Mike Genovese
Senior Research Analyst
Sector: Comm & Cloud Infrastructure
Rosenblatt SVG logo on a 16x9 background
12:00pm–12:45pm EDT
Tim Vanderhook
Tim Vanderhook
CEO & Co-Founder
Viant
Viant
Chris Vanderhook
Chris Vanderhook
COO & Co-Founder
Viant
Viant
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: Inference Stage AI
Iri Trashanski, Chief Strategy Officer at Ceva
Iri Trashanski
Chief Strategy Officer
Ceva
CEVA 16x9 SVG logo
Steven Woo, Fellow and Distinguished Inventor at Rambus
Steven Woo
Fellow & Distinguished Inventor
Rambus
svg logo for Rambus
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
2:00pm–2:45pm EDT
Noelle Faris
Noelle Faris
VP of Investor Relations
Dynatrace
Dynatrace
Steve Tack
Steve Tack
Chief Product Officer
Dynatrace
Dynatrace
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
3:00pm–3:45pm EDT
Steve Kearns
Steve Kearns
GM, Search Solutions
Elastic
Elastic
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
3:00pm–3:45pm EDT
Rochan Sankar
Rochan Sankar
CEO
Enfabrica
Enfabrica
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background
4:00pm–4:45pm EDT
Babak Taheri
Babak Taheri
CEO
Silvaco
Silvaco
Keith Tainsky
Keith Tainsky
CFO
Silvaco
Silvaco
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
5:00pm–5:45pm EDT
Amit Jain
Amit Jain
Chief Strategy Officer
PTC
PTC
Moderator:
Blair Abernathy
Blair Abernethy
Senior Research Analyst
Sector: Software
Rosenblatt SVG logo on a 16x9 background
5:00pm–5:45pm EDT
Alexis Waadt, Investor Relations at arm
Alexis Waadt
Senior Director, Investor Relations
Arm
Arm Holdings svg logo
Moderator:
Kevin Cassidy headshot
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
Rosenblatt SVG logo on a 16x9 background