Latest Interviews
Showing 31–45 of 164 transcripts.
Clear all filters- RAISE Summit19 min
From Megawatts to Gigawatts: Building the AI Factories | Lenovo x NVIDIA | RAISE Summit 2026
John Donovan, David Hogan, Roxanne Varza
John of Lenovo and David of NVIDIA are advancing a deep engineering partnership to construct gigawatt-scale "AI factories" that integrate hardware, power infrastructure, and software optimization to address a projected global capacity doubling. Their four-stage deployment framework, which spans from conceptual design to post-launch model orchestration, specifically targets the European market's urgent need to close a 12-month GPU access gap while navigating complex regulatory and energy constraints. By combining Lenovo's global manufacturing scale with NVIDIA's regional expertise, the initiative aims to transform Europe into a sovereign AI hub capable of leveraging unique domain data for next-generation robotics and industrial applications.
- RAISE Summit18 min
High Performance Compute: Building the Cloud for AI Teams | Erik Bernhardsson | RAISE Summit 2026
Erik Bernhardsson, Hanel Baveja, Eric, Stephanie Wong, Jose Quinonez
Founded by former Spotify executive Eric in the wake of a pandemic sabbatical, Modal addresses the AI infrastructure gap by rebuilding cloud systems from scratch to manage over 20,000 GPUs without relying on Kubernetes or Docker. The company’s usage-based model currently derives roughly 67% of revenue from LLM inference while introducing proprietary tools like AutoEndpoints to automate deployment and enable dynamic performance optimization. Facing a renewed global GPU shortage, Modal plans to expand its network of cloud partnerships and build proprietary data centers to support the industry's shift toward open-source model fine-tuning and real-time audio-video processing.
- RAISE Summit18 min
Fireside Chat with Anastasis Germanidis, Co-Founder & Co-CEO of Runway | RAISE Summit 2026
Anastasis Germanidis, Grace Isford
Founded in 2019, Runway is pivoting from generative video leadership to creating "world models" that simulate physical physics and 3D consistency through pixel prediction rather than explicit architectural rules. This technical approach enables efficient real-time inference for robotics and gaming, allowing the company to license policy models to clients while achieving superior performance with significantly less compute than larger competitors. Driven by founder Anastasis's philosophy of intentional growth, the firm recently expanded its global headcount to nearly 200 and opened a Paris office to deepen its research focus on physical AI and interactive storytelling.
- RAISE Summit20 min
AI for Work, and Security for AI | ServiceNow | RAISE Summit 2026
Amit Zavery, Yevgeny Dibrov, Jennifer Johnson
As enterprise AI shifts from passive tools to autonomous agents projected to outnumber human assets tenfold, organizations face critical risks of uncontrolled data access and rapid cyber exploitation without centralized governance. To counteract these threats, ServiceNow has integrated Vesa's technology to launch an AI Control Tower, enabling CIOs and CISOs to discover, monitor, and secure non-human identities across all platform integrations. This strategic shift transforms security from reactive to proactive, allowing enterprises to realize billions in efficiency savings while preventing catastrophic breaches in high-stakes environments like retail and supply chain management.
- RAISE Summit17 min
Vibe Coding for the Next Billion | Michele Catasta, Replit | RAISE Summit 2026
Replit President Michele Zanini outlined the company's trajectory toward $1 billion in annual revenue by deploying agentic workflows that target over 60 million users and non-technical citizen developers. The platform utilizes a heterogeneous model strategy combining open-weight and proprietary systems to enable autonomous agents that handle end-to-end business goals without manual UI interaction. This approach forecasts a 2025 workforce shift where employees evolve into agent managers, prioritizing strategic oversight over repetitive execution to drive exponential productivity gains.
- RAISE Summit18 min
Fast by Design: The Infrastructure Powering the Agentic Era | Rodrigo Liang | RAISE Summit 2026
Rodrigo Liang, Monti Saroya, Dylan Patel
SambaNova has secured the first close of a $1 billion funding round at an $11 billion valuation, establishing itself as JP Morgan's preferred inference provider for multi-trillion parameter models. The company differentiates its heterogeneous architecture by delivering up to 10x faster decode performance in full precision, avoiding the accuracy trade-offs of quantization while integrating with NVIDIA and Intel infrastructure. By leveraging a distribution network of 94 subsidiaries, SambaNova targets enterprise adoption through hybrid air-gapped and cloud solutions that prioritize data sovereignty and model choice over direct competition with general intelligence labs.
- RAISE Summit36 min
Infrastructure as Destiny: The Compute-Capital-Cloud Trinity | RAISE Summit 2026
Stephanie Cohen, Don Barneston, Suresh Vasudevan, Greg Matson, Jeff Denworth, Jordan Nanos
Driven by a critical shortage of physical infrastructure against surging AI demand, the event highlights how neoclouds and vendors are shifting from speculative investment to immediate deployment through deep operational partnerships and aggressive capacity underwriting through 2028. Key industry leaders from companies like Cloudflare, Vast Data, and Solidigm discuss how architectural innovations in storage compression, isolated compute environments, and resilient interconnects are solving bottlenecks in copper, optics, and hardware failure rates. Looking ahead, the discussion projects a multi-decade expansion cycle marked by market consolidation, the emergence of machine-to-machine commerce, and the transition of AI inference into a ubiquitous cloud utility embedded within every application.
- RAISE Summit18 min
AI Sticker Shock: Open Source as the Answer to Broken Tokenomics | Vipul Ved Prakash | RAISE 2026
TogetherAI, led by Co-founder Vinod Khosla, recently achieved a $8.3 billion valuation after scaling inference volume to 400 trillion tokens monthly while expanding its user base from $100 million to over $1 billion in annual revenue. The company is driving a strategic pivot toward open-source models to address economic pressures and geopolitical sovereignty concerns, countering the dominance of closed ecosystems like Anthropic and OpenAI by offering data residency on U.S. and European infrastructure. To overcome global compute constraints, TogetherAI is executing a sovereign infrastructure strategy that partners with nations facing data center moratoriums, aiming to prevent industrial capture and establish a collaborative commons for future AI development.
- RAISE Summit18 min
How Data Became the Most Indispensable Resource for AI | Or Lenchner, Bright Data | RAISE 2026
Bright Data re-architected its infrastructure to serve exploding demand for visual data in physical AI and robotics, successfully defending its operational model against major legal challenges involving Meta and X. The privately held company, which achieved a $300 million revenue run rate without external funding, distinguishes its Western outsourcing strategy from Chinese competitors' focus on internal data stack development. While navigating potential market corrections, Bright Data maintains a long-term outlook on the necessity of its data ecosystem for global AI training and continues to prioritize hyper-growth over an imminent IPO.
- RAISE Summit38 min
The Chip Revolution: Beyond GPUs to Tomorrow's Processors | RAISE Summit 2026
Robert Wachen, Sara Achour, Walter Goodwin, Antoine Moyroud, Rob
Industry experts from Unconventional.ai, Etched, and Fractile outline a pivotal shift where inference spending will soon surpass training, driven by the emergence of autonomous agents and a transition from GPU-centric compute to system-level challenges in memory bandwidth and thermal management. While Unconventional.ai bets on physics-based dynamics to achieve 1,000x energy efficiency, Etched pursues vertical integration for trillion-parameter models and Fractile optimizes for time as the primary bottleneck. These startups aim to capitalize on hardware design expansion and software automation to overcome current utilization limits that leave data centers operating at only 30-40% matrix multiply efficiency.
- RAISE Summit18 min
Fireside Chat with Philip Johnston, Starcloud & Chetan Puttagunta, Benchmark | RAISE Summit 2026
Philip Johnston, Chetan Puttagunta
StarCloud is a Seattle-based company that has successfully launched StarCloud 1, proving that terrestrial-grade GPUs can perform high-power training and inference in space while overcoming thermal and radiation challenges. The firm plans to rapidly scale its operations through partnerships with SpaceX and other launch providers, targeting a gigawatt-scale constellation of 88,000 satellites by late 2028 to provide near-instant data processing for government, telecommunications, and lunar exploration clients. With a founding team split between aerospace and cloud engineering giants, StarCloud aims to bypass terrestrial energy permitting delays by establishing a fully vertical infrastructure capable of delivering up to 10 terawatts of compute capacity.
- RAISE Summit39 min
Pilot to Production: The Valley of Death and How to Cross It | RAISE Summit 2026
Barak Kaufman, Jonathan Corbin, Euro Beinat, Ivan Burazin, Ariel Shulman, Venkat Pullela, Yvonne, Juro
A panel of industry leaders from companies including Keysight, Bright Data, and Prozus discussed the strategic pivot from AI proof-of-concept pilots to secure, scalable enterprise production. The group emphasized that overcoming legacy system bottlenecks and establishing robust data guardrails are essential for transitioning agents into critical workflows, citing Prozus's success with over 60,000 internally built agents. Furthermore, the discussion highlighted a shift in adoption strategies toward model-agnostic architectures and revenue-focused ROI metrics rather than mere cost reduction.
- RAISE Summit20 min
Beyond the Helpdesk: AI Turning IT Into a Strategic Function | Serval | RAISE Summit 2026
Serval is an AI-native platform that completely rebuilds IT Service Management infrastructure to replace legacy systems like ServiceNow by integrating dual-agent architecture for full automation of enterprise workflows. Co-founded by Jake, the company has driven an 80% automation rate for major clients such as SeatGeek and Ramp, enabling thousands of IT staff to shift from support roles to building cross-functional solutions in marketing, legal, and HR. By treating AI as a core foundation rather than an add-on layer, Serval allows enterprises to eliminate support queues and rapidly reinvent their operational roadmaps every six months.
- RAISE Summit21 min
Building Global out of Europe in the AI Era | Jan Oberhauser, n8n | RAISE Summit 2026
N8N positions itself as an open-source AI workflow orchestration layer that connects diverse models and applications, a strategy validated by adoption from major enterprises like Microsoft, SAP, and the German government. By prioritizing model agnosticism and a "fair code" license, the platform enables organizations to maintain data sovereignty and switch providers to optimize costs and mitigate supply chain risks. Supported by a global network of partners and community ambassadors, N8N continues to expand its enterprise footprint by evolving from a tool for technical builders into an accessible infrastructure for non-technical users to deploy robust, ROI-driven AI solutions.
- RAISE Summit19 min
Pat Gelsinger & Elad Raz: Where Chips Go After the GPU Era | RAISE Summit 2026
Next Silicon has pivoted from high-performance computing to artificial intelligence, deploying its Maverick accelerator which integrates custom RISC-V CPUs with data flow architecture to unify serial and parallel workloads in national laboratory environments. The company's four-generation development strategy emphasizes adaptable, software-driven designs that support evolving non-Transformer models while maintaining compatibility with legacy Fortran and modern CUDA ecosystems. Looking forward, Next Silicon anticipates a market shift toward 10,000x efficiency gains and 3D physical modeling, requiring unified memory spaces to handle continuously learning systems rather than the fragmented training and inference phases of current AI.