Latest Interviews
Showing 61–75 of 548 transcripts.
Clear all filters- Goldman Sachs19 min
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth
Recent U.S. economic data reveals unexpectedly resilient job growth and stickier inflation stabilizing near 3%, driven by geopolitical tensions in the Middle East and AI-related price measurement distortions. Goldman Sachs forecasts core PCE inflation to settle around 2.1% with real GDP growth of 2%, prompting expectations that the Federal Reserve will maintain current interest rates through July while shifting its policy stance toward neutralizing inflation regardless of its source. Despite market speculation regarding rate hikes, the primary economic risk remains a potential escalation of the Middle East conflict that could trigger sustained price increases and destabilize financial markets.
- RAISE Summit18 min
Time to First Token: The Metric That Will Define Our Era | Nscale, VAST Data & NVIDIA | RAISE 2026
Kristin Zwez, Jeff Denworth, Rod Evans, Christine
Jensen Huang and Vast Data redefine AI infrastructure economics by shifting the primary metric from hardware utilization to Time to First Token, ensuring that billions in capital investments for massive GPU clusters yield immediate ROI. This evolution integrates storage directly into the core computer to maximize inference speed while driving a business model transition from hourly compute sales to token-as-a-service. Consequently, enterprises are advised to abandon legacy IT stacks in favor of fully integrated data computers and to prioritize executive ownership of AI adoption to avoid costly silos and ensure rigorous bottom-line execution.
- RAISE Summit20 min
Funding the AI Supercycle: IPOs, Liquidity & Growth | Nelson Griggs, Nasdaq | RAISE Summit 2026
Driven by a resurgence in IPO diversity and massive capital needs for AI infrastructure, the public market is experiencing its most active pipeline in over 25 years, highlighted by SpaceX's historic entry into the NASDAQ 100. Valuation benchmarks have shifted toward profitability and significant revenue scales, prompting a strategic pivot from "growth at all costs" to sustainable models while European tech firms increasingly bypass local exchanges for higher U.S. liquidity. Regulatory adjustments, such as NASDAQ's "fast entry" rules, are accelerating listings for mature mega-caps, setting the stage for a robust flow of billion-dollar offerings through 2026.
- RAISE Summit20 min
State of AI Infrastructure: What's Powering AI Today | IREN, Mirantis & NVIDIA | RAISE Summit 2026
Kent Draper, Alex Freedland, Dion Harris, Henri Delahaye
Industry leaders from Iron, NVIDIA, and Mirantis convened to address the critical bottleneck of energy and physical infrastructure limiting the global AI race. The panel outlined a strategic shift toward vertical integration and open standards, exemplified by Iron's European expansion for sovereign AI and NVIDIA's launch of an API-centric ecosystem to streamline compute consumption. Success in this sector now hinges on synchronizing rapid software orchestration with the slower deployment of power grids and data centers to bridge the widening supply-demand gap.
- RAISE Summit18 min
Creativity in the Age of AI | NYSE, Canva & Anthropic | RAISE Summit 2026
Michael Harris, Duncan Clark, Guillaume Princen
Canva executives and Anthropic leaders outlined a strategic convergence where AI acts as a workforce amplification tool rather than a replacement, evidenced by Canva's internal hackathons and Anthropic's enterprise focus on data trust. Their collaboration highlights a shift toward agentic capabilities by 2026, enabling automated workflows like the new Affinity Pro integration and scaled design customization for global marketing teams. The discussion forecasts that ecosystem connectivity and context will drive a 2027 milestone where AI surpasses top human expert performance, fundamentally compressing industry progress timelines.
- RAISE Summit7 min
Who Controls AI? The Open Source Imperative | Arthur Mensch, Mistral AI | RAISE Summit 2026
Arthur Mensch, Mark Surman, Henri Delahaye
Speakers Arthur and Marc outline a strategic framework for artificial intelligence sovereignty that prioritizes domestic compute security, affordability, and sustainability to mitigate economic inequality and social unrest. They identify open source technology as a critical mechanism for nations to retain control over essential infrastructure, preventing foreign dependency while fostering a global ecosystem where open components serve as the dominant building blocks within the next decade. Although this shift from proprietary chatbots to shared infrastructure is widely anticipated, the speakers warn that realizing this future requires sustained research funding and coordinated interoperability to overcome significant capital and partnership challenges.
- RAISE Summit20 min
Industrializing Intelligence: Building the AI Factory as a System | Vertiv | RAISE Summit 2026
Giordano Albertazzi, Gio Albertazzi
As the AI sector pivots from proven technology to maximizing useful output, infrastructure constraints are driving a shift toward "manufacturing data centers" that prioritize tokens per megawatt over traditional efficiency metrics. Vertiv champions a converged system approach that eliminates seam inefficiencies through pre-engineered modular solutions, enabling grid-interactive powertrains and reducing deployment time by half. This strategy directly lowers the cost per token by ensuring rapid capacity scaling and future-proofing infrastructure for next-generation silicon.
- RAISE Summit14 min
Rewiring the Web: Data Access, AI Agents & the Next Digital Revolution | RAISE Summit 2026
Juras Juršėnas, Fred de Villamil, Chet Haase, Romain Guyett, Francois Chollette, Francisco Neri, Gérald
The event analyzes how the AI era has intensified the demand for live web data while rendering traditional scraping techniques obsolete due to sophisticated anti-bot defenses and shifting regulatory landscapes. It highlights critical economic tensions between content publishers and AI developers, arguing that the current ad-revenue model is threatened by AI aggregators that bypass source websites without compensation. Strategic recommendations focus on transitioning web infrastructure to be optimized for AI agents and establishing new frameworks for data monetization to ensure sustainable value distribution in the emerging agentic commerce ecosystem.
- RAISE Summit19 min
Fireside Chat with Parag Agrawal, Founder & CEO of Parallel Web Systems | RAISE Summit 2026
Parag Agrawal, Karim Jalbout, Vineet Bhanwajani, Vineet Bhanuri, Vineeth Pandey, Vikas Khannabiswamy
Parallels founder Vikas Khannabhiswamy redefined the scale of AI web usage, forecasting agents will consume data 100,000 to 1,000,000 times more than humans by deploying a specialized infrastructure layer for high-volume knowledge work. The platform addresses critical limitations of standard LLMs by integrating real-time web search and applying Shapley values to automate fair compensation for content owners, thereby disrupting traditional web monetization models. This approach targets sectors like AI law, science, and coding while establishing a new revenue framework where publishers are paid proportionally to their specific data contribution.
- Bank of America19 min
Global Rates & FX Views: Japan’s GPIF, Fed and ECB
Ralf Preusser, Sphia Salim, Meghan Swiber, Shusuke Yamada, Megan Zweiber, Sia Saleem
Speculation regarding Finance Minister Katayama's support for the GPIF to increase Japanese financial asset holdings has sparked market anticipation of a potential 5% reallocation from foreign to domestic bonds, which could inject roughly 21 trillion yen into the JGB market. This hypothetical shift is projected to exert significant pressure on European government bonds, particularly in France, Spain, and Italy, by triggering an estimated €37 billion in sales that could alter relative value dynamics. Concurrently, the event analysis suggests that while this reallocation presents a modest headwind for US Treasury demand, global central bank strategies remain focused on anticipated September rate hikes for the Fed and ECB before a projected cycle of meaningful cuts begins in 2027.
- RAISE Summit12 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.
- RAISE Summit19 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.
- RAISE Summit19 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.
- Goldman Sachs12 min
How Earnings, Volatility, and AI Capex Are Affecting US Markets
Amid a high earnings bar and $6 trillion in projected AI infrastructure capital demands, the market faces divergent pressures between rising single-stock volatility and muted index fluctuations. Goldman Sachs addresses these tensions by recommending specific trades that exploit anomalous option pricing, such as single-stock collars and highly leveraged downside protection on the S&P 500. These strategies aim to capitalize on compressed index volatility while preparing investors for imminent catalysts including the July PCE inflation print and the Federal Reserve's upcoming FOMC meeting.
- RAISE Summit19 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.