Latest Interviews
Showing 1–15 of 105 transcripts.
Clear all filters- RAISE Summit18 min
The Invisible Backbone of AI: Why Light Powers Intelligence | Lumentum | RAISE Summit 2026
Lumentum outlines a four-stage data center evolution from kilometer-scale interconnects to millimeter-level optical PCB integration, a shift driven by copper's inability to support 1.6 terabit speeds. This transition promises a 100 to 1,000-fold expansion in optical lanes, with scale-up rack integration expected by mid-2027 and commercial scale-in adoption projected by 2029. To meet the demand for hundreds of millions of lasers, the company has expanded Indium Phosphide wafer fabrication while strategic investments from NVIDIA secure supply for these critical semiconductor components.
- RAISE Summit19 min
Fireside Chat with Tess Munsie, Chief of Staff at Fundamental | RAISE Summit 2026
Tess Munsie, Nina dos Santos, Tess Muncy
Fundamental has emerged from stealth with a $1.45 billion valuation to deploy Nexus, a Large Tabular Model specifically engineered to solve the "blind spot" where traditional LLMs fail to process structured enterprise data with deterministic precision. By utilizing a "bring the model to the data" architecture within customer VPCs, the platform enables industries like energy and shipping to transform decades of trapped records into immediate operational insights while maintaining strict data sovereignty. This approach reduces forecasting timelines from months to hours and delivers a generalized solution that replaces brittle, task-specific pipelines across sectors ranging from CPG to sports analytics.
- RAISE Summit19 min
Building Africa's AI Factory: Cassava, Rafay and Sovereign AI | RAISE Summit 2026
Cassava Technologies, a digital solution provider serving over 40 countries, has secured direct investment from NVIDIA and Google to deploy a GPU-rich compute infrastructure across Africa, Latin America, and India. The company distinguishes itself through a custom orchestration layer that democratizes access to AI for students and startups, enabling the development of localized language models and critical sector applications in agriculture and healthcare. With a strategic focus on expanding dark fiber connectivity and green energy integration, Cassava aims to drive economic growth and job creation in emerging markets over the next five years.
- RAISE Summit19 min
Inside the AI Inference Cluster: Measuring What Matters | Mansour Karam, Aria Networks | RAISE 2026
The AI infrastructure sector is pivoting from homogeneous general-purpose systems to specialized architectures that optimize distinct model training and serving economics, with high-throughput inference offering potential cost savings of up to 100x. This shift demands deep networking solutions capable of managing dynamic, unpredictable traffic patterns and microsecond-scale latency requirements for complex agent workflows. Leading this transition, ARIA proposes a multi-layered AI agent architecture that integrates full-stack telemetry to dynamically coordinate hardware, software, and network operations across immediate physical reactions and long-term strategic planning.
- RAISE Summit18 min
Operating AI Infrastructure at Multi-Model, Multi-Cloud Scale | RAISE Summit 2026
Lukas Gentele, Bola Malek, Nikita Vdovushkin
Nebius and Base10 are redefining the AI infrastructure landscape by pivoting from raw compute provision to managed "Token Factory" services that prioritize inference efficiency and multi-cloud orchestration across dozens of providers. While Base10 aggregates demand across 90+ regions to ensure redundancy and data sovereignty, Nebius leverages vertical hardware integration to optimize cost-to-performance ratios, together supporting a market shift toward hybrid open-source and proprietary model strategies. This collaboration and competitive tension address the growing enterprise demand for transparent, token-based pricing and localized hosting solutions that balance geopolitical constraints with the need for scalable, specialized AI deployment.
- RAISE Summit20 min
From Software to Hardware: The Next Wave of AI | Atomico x PhysicsX | RAISE Summit 2026
Physics X recently secured a $300 million Series C led by Temasek, raising its valuation to $2.4 billion to accelerate its expansion into Singapore and the broader Asian market. Founded by ex-Formula 1 engineers, the company utilizes AI-native physics models to deliver simulation speeds up to one million times faster than traditional methods for clients in aerospace, automotive, and mining sectors. To address complex engineering challenges in defense and energy transition, the firm operates with a forward-deployed team model while transitioning its platform to support self-service graphical interfaces and automated workflows.
- RAISE Summit19 min
Digital Workers for the Physical Economy: AI Agents in Global Supply Chains | Magentic | RAISE 2026
Magentic positions itself as a leader in the physical AI economy by leveraging entity resolution technology to automate procurement and supply chain operations for Fortune 500 clients. The company differentiates through an outcome-based pricing model that charges only upon realizing tangible savings, having already delivered rapid ROI for major industries ranging from electronics to brewing. By converting legacy data into actionable insights, Magentic enables physical enterprises to replicate the growth velocity of software firms while preparing procurement teams to expand their strategic roles over the next five years.
- RAISE Summit20 min
Running Secure Agents on Multi-Tenant Sovereign AI Infrastructure | Protopia AI x HPE | RAISE 2026
Eiman Ebrahimi, María Ridruejo, Maria Redrojo, Imon Ibrahini
Protopia AI and HPE AI Services have introduced the Stained Glass Transform, a privacy-preserving technology that converts sensitive data into randomized, non-reversible representations before they enter multi-tenant AI factories. This innovation, integrated through the SafeClaw subagent architecture, enables agentic workflows to run on shared infrastructure without compromising security or suffering the GPU underutilization associated with traditional hardware isolation. Consequently, sovereign providers and neoclouds can unlock significant revenue by processing high-volume sensitive workloads with near-baseline latency, addressing the critical gap between data ownership and economic efficiency in modern AI deployment.
- RAISE Summit20 min
The Missing Layer: Why Agentic AI Fails Without a Work Operating System | Asana | RAISE 2026
Amritansh Raghav, Mike Butcher
AR, Asana's CTO, challenges the enterprise belief that AI productivity is primarily hindered by shadow IT, arguing instead that success depends on deploying mature platforms capable of "agentifying" complex business processes. Leveraging Asana's existing foundation for human coordination, AR positions the company as a critical intermediary layer that safeguards intellectual property and maintains vendor optionality against volatile AI-native competitors. He advises leaders to prioritize workflow decomposition with deterministic checkpoints and diverse model integration to ensure accountability and cost efficiency rather than relying solely on model quality.
- RAISE Summit19 min
Redefining Customer Experience Through Intelligent AI | Suveer Kothari, Sierra | RAISE 2026
Suveer Kothari, Rohit Iragavarapu, Xavier
Sierra, a customer-facing AI platform led by former Google executive Xavier, has secured investment from Ray Ventures by deploying agents that utilize an outcomes-based pricing model to resolve inbound and outbound conversations. Serving 40% of the Fortune 500 through a forward-deployed engineering approach, the company successfully reduces deployment timelines to 90 days, as demonstrated by rapid adoption cases at Singtel and Rocket Mortgage. By orchestrating multiple foundation models to shield clients from infrastructure volatility, Sierra positions itself as the critical bridge between raw model capabilities and specific business outcomes in an era where conversation is becoming the primary user interface.
- RAISE Summit18 min
Fast, Efficient Inference at Scale with Heterogeneous Hardware | Gimlet Labs x d-Matrix | RAISE 2026
Zain Asgar, Sid Sheth, Sid Shade
Gimlet Labs, founded and led by former NVIDIA and Stanford professor Zain Asghar, has secured nearly $80 million in Series A funding to deploy an industry-first multi-silicon cloud capable of making AI inference workloads ten times more efficient. The platform orchestrates heterogeneous hardware by distributing fine-grained AI components across CPUs, GPUs, and NPUs to optimize memory and compute trade-offs for agentic workloads. Operating a vertically integrated infrastructure to manage complex network and cooling challenges, Gimlet partners with chipmakers like D-Matrix to deliver five-fold capacity increases while redefining data center design away from GPU-only scaling.
- RAISE Summit14 min
How Is AI Changing the CFO Office? | RAMP x DFCG | RAISE Summit 2026
Jacob Wallemberg, Armand Angeli
Jakob Wallenberg is leading RAMP, a US-based finance automation platform serving 70,000 clients, through its expansion from American markets into the UK and broader Europe starting this summer. The company distinguishes itself with a full suite of products ranging from corporate cards to newly launched AI-native agents that automate book closing and enforce policy compliance via large language models. By integrating deeply with existing ERPs while providing granular visibility into AI model spending for CFOs and CIOs, RAMP aims to transform enterprise financial operations from manual processes to a rapid, automated system of action.
- RAISE Summit19 min
Fireside Chat with Jarek Kutylowski, Founder & CEO of DeepL | RAISE Summit 2026
Jarek Kutylowski, Lionel Laurent
Founded in 2017 by Jarek Kutsiwowski, DeepL has evolved from a startup building its own GPU infrastructure into a specialized translation provider serving 100,000 enterprise clients with proprietary models designed for high-stakes legal and technical domains. Facing recent market shifts, the company implemented a 20% workforce reduction to align operations with AI adoption while leveraging its unique position as a backend engine for major consumer platforms like YouTube. Looking forward, DeepL aims to eliminate language barriers in global business by combining real-time speech capabilities with human-in-the-loop oversight, maintaining its European roots while competing against US-based AI dominance through agile innovation.
- RAISE Summit19 min
Beyond Creativity: Why Generative Media Is Becoming Core Infrastructure | Fal | RAISE Summit 2026
Gorkem Yurtseven, Joshua Shirazi, Josh Rossi, Gorkham, Yigit Boyar
Alkion Capital Management and FAL AI are capitalizing on a fragmented generative media market by providing a unified platform that hosts over 600 base models for 2 million developers across image, video, and audio modalities. While video generation initially dominated revenue, the platform has pivoted to image editing as Flux models matured, addressing high compute costs and Hollywood's recent adoption of AI-native workflows. Future growth depends on solving cinematic consistency for long-form video and navigating complex IP landscapes, with major expansion anticipated in untapped sectors like healthcare and education.
- RAISE Summit20 min
The Compounding Gap: One Existential AI Infrastructure Crisis | Density AI x Gradient | RAISE 2026
Ganesh Venkat, Zachary Bratun-Glennon
Density AI founder Ganesh Reddy is launching a new wafer-scale, SRAM-based architecture to solve the critical divergence where AI inference demand grows 300% annually against a meager 3% grid expansion and 30% efficiency gains. This initiative builds on Reddy's prior creation of Tesla's Dojo supercomputer, aiming to deliver 10x more intelligence per joule by eliminating the latency and flexibility trade-offs inherent in current GPU and ASIC designs. By targeting the thermodynamic limits of token processing, the company intends to establish a foundational infrastructure capable of sustaining frontier AI growth through the next decade.