TRACK A: Hardware & Systems: Investor Panel - Barriers to Adoption for Novel AI Hardware & Where AI Acceleration Start Ups Can Still Capture Market Share | Kisaco Research

As customer success stories from AI accelerator start ups starting to proliferate, and traction starting to ramp up, it is starting to become clear which ML workloads are most amenable to domain specific architectures, and which market sectors are most likely to adopt novel AI acceleration technologies. 

With one company still retaining the majority of market share in the datacenter, and the edge currently a complete wilderness, it might still be a difficult time to launch a new accelerator company. But opportunities for capturing market share across the cloud-edge continuum definitely exist! In the world of HPC, certain ML and non-ML scientific workloads have seen extraordinary, demonstrable speed ups on novel ML systems architectures, and the scientific community only sees demand for acceleration of these types of workloads growing. At the edge some AI chip companies are already shipping in volume, while new applications emerge continuously.

This panel will look at what it takes to make it in the AIHW game, what might shift the balance of power in the datacenter, and how companies can find a niche at the edge. 

Session Topics: 
Enterprise AI
Novel AI Hardware
Speaker(s): 

Author:

Brett Simpson

Co-Founder & Partner
Arete Research

Brett Simpson is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.

Brett Simpson

Co-Founder & Partner
Arete Research

Brett Simpson is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.

Author:

Yvonne Lutsch

Investment Principal
Bosch Ventures

Yvonne is an Investment Principal at Robert Bosch Venture Capital’s (RBVC) affiliate office located in Sunnyvale, responsible for sourcing, evaluating and executing investments for RBVC in North America in deep tech fields like Machine Learning/AI, Edge Computing, Industrial IoT, Mobility, Quantum Computing, or Sensors. She is an investor / non-executive board member at RBVC’s portfolio companies InSyte Systems, Syntiant, Zapata Computing, and UltraSense Systems. Prior to this position Yvonne was Director of Technology Scouting and Business Development for Bosch Automotive Electronics building up an Innovation Center for the division in North America. Prior to that, Yvonne held different leadership positions in Quality Management, Operations and Engineering in Automotive and Consumer Electronics with Bosch in Germany. Yvonne received a diploma in Experimental Physics from University of Siegen, Germany, and holds a PhD in Applied Physics from University of Tuebingen, Germany.

Yvonne Lutsch

Investment Principal
Bosch Ventures

Yvonne is an Investment Principal at Robert Bosch Venture Capital’s (RBVC) affiliate office located in Sunnyvale, responsible for sourcing, evaluating and executing investments for RBVC in North America in deep tech fields like Machine Learning/AI, Edge Computing, Industrial IoT, Mobility, Quantum Computing, or Sensors. She is an investor / non-executive board member at RBVC’s portfolio companies InSyte Systems, Syntiant, Zapata Computing, and UltraSense Systems. Prior to this position Yvonne was Director of Technology Scouting and Business Development for Bosch Automotive Electronics building up an Innovation Center for the division in North America. Prior to that, Yvonne held different leadership positions in Quality Management, Operations and Engineering in Automotive and Consumer Electronics with Bosch in Germany. Yvonne received a diploma in Experimental Physics from University of Siegen, Germany, and holds a PhD in Applied Physics from University of Tuebingen, Germany.

Author:

Gayathri Radhakrishnan

Senior Director, Venture Capital - AI Fund
Micron

Gayathri Radhakrishnan is currently part of the investment team at Micron Ventures, investing from $100M AI fund. She invests in startups that are leveraging AI/ML to solve critical problems in the areas of Manufacturing, Healthcare, Automotive and AgTech. Prior to that, she brings 20 years of multi-disciplinary experience across product management, product marketing, corporate strategy, M&A and venture investments in large Fortune 500 companies such as Dell and Corning and in startups. She has also worked as an early stage investor at Earlybird Venture Capital, a premier European venture capital fund based in Germany. She has a Masters in EE from The Ohio State University and MBA from INSEAD in France. She is also a Kauffman Fellow.

Gayathri Radhakrishnan

Senior Director, Venture Capital - AI Fund
Micron

Gayathri Radhakrishnan is currently part of the investment team at Micron Ventures, investing from $100M AI fund. She invests in startups that are leveraging AI/ML to solve critical problems in the areas of Manufacturing, Healthcare, Automotive and AgTech. Prior to that, she brings 20 years of multi-disciplinary experience across product management, product marketing, corporate strategy, M&A and venture investments in large Fortune 500 companies such as Dell and Corning and in startups. She has also worked as an early stage investor at Earlybird Venture Capital, a premier European venture capital fund based in Germany. She has a Masters in EE from The Ohio State University and MBA from INSEAD in France. She is also a Kauffman Fellow.

Author:

Karthee Madasamy

Founder & Managing Partner
MFV Partners

Karthee Madasamy

Founder & Managing Partner
MFV Partners
Session Job Focus: