4 June 2024 - Online
AI is fundamentally changing the way companies purchase, use and manage IT infrastructure in Europe and has already resulted in significant structural change in the competitive makeup of the semiconductor industry and IT infrastructure supplier dynamics as well as upending how end-user organizations need to think about architecting, building and operating GenAI infrastructure which has very high power and cooling demands compared to traditional enterprise workloads.
Why join the webinar?
While interpretive and predictive AI has been steadily increasing in importance for the last decade, GenAI has moved this to another level. The potential of GenAI is causing companies across vertical, company sizes and geographies to rush to understand how this could impact and benefit their businesses. As a result, this is resulting in huge disruption in the semiconductor market as budgets shift and change. One semiconductor supplier in particular – NVIDIA - is benefiting with a huge increase in revenues with little increase in costs resulting in new buying patterns and a vendor with outsize influence, coupled with a hardware and software lock-in in a new monopoly. Competitors are rushing to attempt to break the monopoly with open standards but lack momentum and economies of scale and skills.
Objectives of the webinar:
- Examine the structural changes in the semiconductor landscape from 2020 to 2023 with the rise of GenAI
- Understand the market state and how to think of the likely evolution once the initial landgrab and hyperscale buildout reaches a steady state and more traditional competitive pressures come to bear on the market with callbacks to prior cycles of innovation and revolution in IT infrastructure from the days of the mainframe to the present day
- The impact of GenAI buildout on power demand and sustainability longer term and the facility features and capabilities needed to run GenAI workloads long-term
Agenda
- Welcome and Introduction by the European Commission - (10:00-10:05)
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Speakers
Thomas Reibe
European Commission - Supporting the implementation of the European chips act and Artificial Intelligence act and ICT standardisation coordination - GenAI and the new silicon landscape – (10:05-10:25)
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In this session we’ll be looking at the evolution of the semiconductor market with the rise of GenAI, what are the key participants and competitive dynamics at the silicon level and the infrastructure level, what are the changes in compute, storage and networking and tying proprietary technologies into a solution stack, what are the go-to-market shifts and the impact on OEM infrastructure vendors.
Speakers
- GenAI from the GenAI silicon or infrastructure vendor perspective – (10:25-10:45)
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Beyond the Buzzwords: Demystifying AI
In this session, Walter will explore the AI landscape and look beyond hype and buzzwords to examine where the value in AI can be found, the technical considerations, and the infrastructure required to deliver that value.
Speakers
Walter Riviera
AI Technical Lead, Intel EMEA - GenAI from the vendor perspective – (10:45-11:05)
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Bring AI to Your Data
AI is revolutionizing industries, driving unprecedented efficiency and a competitive edge. However, navigating the AI opportunity poses challenges—from skills to develop a strategy to effectively scaling AI applications with data across an enterprise. As organizations seek simple and secure paths for their own AI adoption, they realize there’s no one-size-fits-all approach.
Speakers
Serban Zirnovan
Sr. Director, ISG Solutions, EMEA DCS at Dell Technologies - Wrap-up and Q&A – (11:05-11:25)
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