Tony Kim
Showing 1–5 of 5 transcripts.
Lumentum CEO: How Lasers Are Transforming AI Data Centers
Michael Hurlston, Tony Kim, Molly O'Shea
Under CEO Michael Hurlston, Lumentum has transformed from a diversified manufacturer into a pure-play data center optical leader, tripling revenue and driving its stock price up to 12-fold by capitalizing on the industry's rapid shift from copper to fiber connectivity. This transition, necessitated by the physical limitations of copper in high-speed environments, is straining the specialized Indium Phosphide supply chain due to long lead times for dedicated fabrication facilities. Facing tens of millions in new hyperscaler orders, the company is simultaneously expanding into space-based internet infrastructure and navigating geopolitical dynamics that favor U.S. domestic suppliers over Chinese competitors.
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum
Kim outlines a fundamental shift in the global technology sector where a $30 trillion hardware-centric economy is driven by a 10,000x increase in compute density and severe memory shortages known as the "Rampocalypse." Leading institutions are responding through silicon co-design and gigawatt-scale energy infrastructure while BlackRock allocates capital toward immediate compute needs and long-term bets on quantum and orbital data centers. The narrative concludes with strategic observations on China's robotics acceleration and the restructuring of traditional enterprises into AI-native entities through proprietary token flow architectures.
- Milken Institute36 min
The AI Investment Cycle: Platforms, Infrastructure, and Markets | Global Conference 2026
Yun-Hee Kim, Dennis Gada, Tony Kim, Lily Liu, Scott Rubner
This event analyzes the current trillion-dollar trajectory of global AI capital expenditure, which is driving a structural market shift away from traditional SaaS models toward a three-layer stack dominated by compute and intelligence providers. Key figures from Citadel, BlackRock, and the Solana Foundation discuss the emergence of machine-to-machine financial rails, the geopolitical bifurcation of sovereign AI, and the impending influx of trillion-dollar AI valuations into public markets. The discourse concludes by projecting long-term economic rewiring that will necessitate new frameworks for human capital, cognitive preservation, and decentralized ownership models.
- Goldman Sachs11 min
Copper: AI Hype or Supply Squeeze?
A commodities strategist analyzes the divergence between gold's resilient safe-haven performance during the Iran conflict and the skepticism regarding its near-term upside caused by shifting macro rates. The trader assesses silver's limited upside potential due to its tight correlation with gold, while maintaining a neutral stance on copper despite AI-driven demand narratives that conflict with current global surplus levels. Finally, the outlook for aluminum projects a temporary physical deficit and price appreciation through summer before a surplus is expected to emerge following the resumption of Middle Eastern production later in the decade.
- RAISE Summit30 min
RAISE Summit 2025: The AI Evolution Open Source, Fast Inference, and the Agentic Revolution
Tony Kim, Thomas Wolf, Rodrigo Liang, Arjun Kharpal
The AI sector is rapidly pivoting from foundational model development to agentic inference and production, driven by a strategic race for full-stack superiority where proprietary models currently retain a six-to-twelve-month performance lead. Enterprises are increasingly adopting open-source alternatives to ensure data privacy and cost efficiency, prompting a hardware shift focused on energy-efficient inference rather than raw training power. While consumer assistants and automated SaaS applications are expected to mature within two years, the industry faces critical bottlenecks regarding gigawatt-scale energy demands and the potential for data security breaches.