The Trillion-Dollar Buildout: Investing in the infra of AI
Details
NB: Registration on Luma required to secure your spot! https://luma.com/sq6tq15x
Join us on Friday, June 19th in Tallinn Old Town for a deep dive into the landscape of AI equities.
AI stocks are no longer just a Nvidia story.
We see surreal charts like Intel, SK Hynix, Sandisk on a regular basis now. Lets learn why.
We welcome all investors, analysts and tech specialists - come learn why AI is currently running so hot.
Memory
As AI models grow, one of the key bottlenecks is the amount of memory they require. We will learn about High Bandwidth Memory (HBM), and the 3 key players driving this market.
Semiconductor and CPU
The compute ecosystem is shifting rapidly, including a surge in CPU and ASIC demand. We’ll analyze the competitive landscape and upcoming prospects of these players.
Optical & Photonic Interconnects
Moving data between thousands of chips requires massive bandwidth at ultra-low latency. We will explore how silicon photonics is replacing traditional copper connections. As well as which companies may be beneficiaries in this.
Why Attend?
- Targeted Insights: Learn about core technologies powering the next generation of AI development
- Local Networking: Connect with the local tech & investment community.
- Lively Discussion: Ask questions during our Q&A session and learn from other investors
Speakers
- Hans Kärtner - Host & Speaker
- Guest Speaker 2 - To be announced
Schedule
- 7:00 PM - 7:30 PM | Arrival, Drinks & Snacks
- 7:30 PM - 8:15 PM | Panel Discussion: The Trillion-Dollar Buildout
- 8:15 PM - 8:45 PM | Audience Q&A & Open Discussion
- 8:45 PM - 9:30 PM | Networking & Drinks
- 9:30 PM | Closing
Drinks and light snacks will be provided throughout the evening
NB: Registration on Luma required to confirm your spot: https://luma.com/sq6tq15x
Venue location will only be shared with accepted attendees