RAISE Summit
Showing 121–135 of 303 transcripts.
- 21 min
The Uncomfortable Math of Frontier AI in Production | Kavitha Mariappan | RAISE Summit 2026
At RAISE, approximately 110 exhibitors, including 18% startups and 30% scale-ups, convened to address the shift from perimeter-based security to resilience against autonomous AI agents that now possess economic agency and emergent capabilities. Recent threat intelligence reveals that 53% of recent attacks are AI-related, with adversaries exploiting embedding space geometry and open-source models to bypass traditional deterministic defenses while 88% of enterprises lack the ability to roll back unauthorized agent actions. Experts recommend a strategic pivot toward assuming breach status by inventorying non-human identities, rotating machine tokens, and prioritizing recovery protocols over prevention to counter the asymmetric advantages held by autonomous threats.
- 21 min
From AI Adoption to AI ROI | Glean & Altimeter Capital | RAISE Summit 2026
Arvind Jain, Apoorv Agrawal, Vikas Khannabiswamy, Shyam Gollakota, Vikram Bajaj
Glean, co-founded by former Google and Rubrik executive Arvind Krishnan, differentiates itself in the enterprise AI market by building a proprietary context graph and retrieval layer rather than developing foundation models. The company is strategically pivoting from personal productivity tools to measurable departmental use cases like customer service and legal review to demonstrate clear return on investment amid rising infrastructure costs. By maintaining neutrality across major model providers and utilizing limited forward-deployed engineering, Glean aims to solve the critical gap between raw AI capabilities and secure, accurate enterprise implementation.
- 21 min
The New AI Challenge: Trust, Control, and Scale | JetBrains x NVIDIA | RAISE Summit 2026
As enterprises transition from individual AI literacy to team-level agentic deployment, a strategic shift is required to restructure engineering units into integrated "teams of builders" that maintain shared context across the product lifecycle. This evolution necessitates a three-layer governance framework combining individual tool integration, centralized platform policy enforcement, and collaborative team environments to ensure agentic intelligence remains observable, traceable, and auditable. By leveraging open standards like the Agent Communication Protocol and secure infrastructure solutions, organizations can mitigate risks such as shadow AI and prompt injections while focusing on extracting tangible business value from agentic inference rather than superficial metrics.
- 12 min
Agents are Here. Compute has to Change | Sachin Katti, OpenAI | RAISE Summit 2026
OpenAI has entered an agentic era where its internal roadmap is realized through AI systems handling nearly all internal token generation and conducting autonomous research tasks. This shift has compressed model release cycles from half a year to monthly intervals by enabling 50x growth in research experimentation and expanding compute demands to include synthetic data and reinforcement learning. As non-engineering departments and AI interns drive adoption, the organization is simultaneously rebuilding its infrastructure with heterogeneous hardware and complex networking to support the iterative, tool-heavy workflows required for this new phase of recursive development.
- 19 min
The Democratization of Engineering | Sassine Ghazi, Synopsys | RAISE Summit 2026
Synopsys CEO Sasan Ghazi outlines a strategic pivot toward full silicon-to-systems co-design following the ANSYS acquisition, enabling cross-domain physical optimization for complex AI and robotics applications. As the industry shifts from monolithic architectures to heterogeneous designs, the company leverages autonomous L4-level AI agents to accelerate chip workflows while addressing severe wafer capacity constraints projected to impact the market by 2030. This approach prioritizes high-fidelity digital twins to reduce prototyping costs and secure supply chains against the surging demand for physical AI infrastructure.
- 21 min
Crusoe's Energy-First Vision for the AI Cloud | Chase Lochmiller | RAISE Summit 2026
Chase Lochmiller, Henri Delahaye, Francesc Campoy, DAN GALPIN, FRANCOIS BEAUFORT
Crusoe is establishing itself as a vertically integrated AI infrastructure leader by relocating compute from traditional hubs to stranded energy sources, having secured over 40 GW in its development pipeline with rapid construction cycles like the 11-month Abilene project. The company recently acquired Atero to deploy its "Crusoe Memory Alloy" for optimized inference, simultaneously shifting its product strategy toward distributed "AI factories" that monetize hardware investments through cost-effective token generation rather than large-scale training. As the industry transitions from theoretical announcements to execution over the next 24 months, Crusoe prioritizes operational resilience and end-user value delivery to dominate the emerging market for decentralized, energy-driven AI services.
- 19 min
Building AI That Gets Work Done | Gautier Cloix, H Company | RAISE Summit 2026
CEO Gautier has transformed the enterprise AI landscape by launching H, a solution that bypasses legacy system barriers through third-generation "computer use" technology capable of mimicking human actions on any software interface. This approach delivers measurable financial returns in weeks rather than months, evidenced by 4–5% procurement savings in construction and streamlined operations for major clients like BNP Paribas. By leveraging cost-effective, proprietary models within Nvidia's ecosystem, H competes globally by prioritizing immediate balance sheet impact over theoretical capabilities, effectively removing the execution layer to let human capital focus on strategic intent.
- 22 min
Fireside Chat with Lin Qiao, CEO & Co-Founder of Fireworks AI | RAISE Summit 2026
At the RAISE conference, Matt Miller of Avantik VC discussed Fireworks AI's specialized intelligence platform with founder Lin Chao, a former Meta AI infrastructure lead who built the company to help businesses own their data-driven models rather than relying on generic APIs. The dialogue highlighted how fine-tuning open-source models on proprietary data allows companies to reduce inference costs by up to tenfold while creating durable competitive moats against commoditized application development. Together, they outlined a strategic shift where long-term business survival depends on continuous model customization and the deployment of millions of specialized models tailored to specific use cases.
- 22 min
David Bitton, David Dubrovsky, Andrew Dieckman & Rachel Metz | Fireside Chat with 5C & AMD
David Bitton, David Dubrovsky, Andrew Dieckman, Rachel Metz
The event examines the strategic co-design partnership between infrastructure builder 5C and chipmaker AMD, which aims to resolve global compute shortages through vertically integrated data centers optimized for multi-generational hardware cycles. Industry leaders prioritize site selection based on power grid capacity, political stability, and proactive community engagement to mitigate opposition while managing the intense market consolidation where top customers control half of global demand. Looking toward a decade ahead, the discussion outlines a bifurcated infrastructure future featuring massive liquid-cooled training clusters alongside edge AI, driven by the necessity of flexible power allocation and deep strategic trust between partners.
- 41 min
Cracking the ROI Code: Is Intelligence Meeting the Income Statement? | RAISE Summit 2026
May Habib, Rick McConnell, Vishal Talwar, Amit Zavery, Stevie Case, Karen Kwok
Executives from ServiceNow, Dynatrace, FedEx, and Vanta convene to assert that artificial intelligence has transitioned from a speculative technology to a foundational operational driver, citing a direct $500 million P&L improvement for ServiceNow and a 350% average ROI for Dynatrace customers. The panel emphasizes a strategic shift away from measuring technology inputs like token volume toward traditional financial metrics and outcomes such as autonomous issue resolution, while identifying a critical workforce transformation that requires reskilling 500,000 employees and adapting hiring practices for functional engineering roles. Ultimately, the discussion concludes that successful AI integration depends on establishing robust trust frameworks through AI Control Towers and data consolidation to manage shadow AI risks, positioning organizational culture and process rewriting as the primary prerequisites for future scalability.
- 19 min
Scaling AI Infrastructure for the Agentic Era | Charlie Kawwas, Broadcom | RAISE Summit 2026
Frontier artificial intelligence laboratories are increasingly partnering with Broadcom to deploy purpose-built XPU architectures that replace general-purpose hardware, enabling custom designs that eliminate efficiency losses and proprietary ecosystem taxes. This strategic shift supports a massive scaling trajectory where Broadcom projects over $100 billion in revenue by 2027 while delivering 16 times the current compute capacity through modular chiplet technology. As major clients contract for gigawatt-scale power expansions, the collaboration prioritizes rapid time-to-market for specialized "agentic AI" workloads while addressing supply chain constraints through new advanced packaging facilities.
- 18 min
Your AI Advantage: Turning Intelligence Into Results | Mark Hura, Oracle | RAISE Summit 2026
Enterprise leaders are shifting from experimental AI to applied AI strategies that prioritize specific business outcomes across sectors like healthcare, finance, and construction. Oracle supports this transition by providing a full-stack infrastructure that enables data sovereignty and local inference, while internal success stories demonstrate dramatic efficiency gains such as a 72% reduction in billing errors. Industry executives are advised to align top-down strategic goals with bottom-up operational needs to capitalize on the current accelerated adoption cycle where AI integration drives tangible reductions in cost and burnout.
- 18 min
Cheap Tokens, Expensive Mistakes: The Real Economics of AI at Scale | RAISE Summit 2026
Liran Zvibel, Dylan Patel, Karen Kwok
Major AI operators are pivoting from pure pricing power to structural cost efficiency, leveraging advanced KV cache offloading and optimized storage architectures to slash inference expenses. Recent benchmarks reveal that NAND-based memory solutions and strategic hardware combinations, such as high-capacity AMD GPUs, can outperform standard setups by up to 20 times in multi-turn agentic workflows while delivering 7x higher throughput. This shift allows emerging providers and frontier labs to significantly expand gross margins, with companies like Anthropic and OpenAI now projecting substantial operating profits driven by these infrastructure innovations rather than model weights alone.
- 19 min
The Mindset Shift Needed to Thrive Alongside AI | Marco Argenti, Goldman Sachs | RAISE Summit 2026
Goldman Sachs has achieved a 20% net engineering productivity gain by shifting from spec-driven to prototype-driven development, where business professionals utilize AI tools to build functional models that engineers then scale. This transformation is underpinned by strict governance frameworks that treat AI output as junior input requiring rigorous code review, alongside a leadership culture where executives actively model adoption while retaining final strategic decision-making authority. Consequently, junior staff now focus on client engagement and apprenticeship rather than mechanical analysis, as internal copilots handle the bulk of data processing and initial research tasks.
- 18 min
Keeping AI Honest: The AI Wave Seen From the Inside | Olivier Pomel, Datadog | RAISE Summit 2026
Datadog reported fiscal revenue projections reaching $4.3 billion, driven by a 30% year-over-year growth rate fueled by rising AI adoption across its diverse customer base. CEO Olivier Limousin highlighted the company's strategic pivot from passive observability to active autonomy through the acquisition of Adaptive ML, aiming to build proprietary models that are faster and cheaper than frontier alternatives. While current systems resolve 40% of issues independently, leadership maintains a culture of rigorous caution to ensure near-perfect accuracy before pursuing full self-healing capabilities.