Autos + AI + 5G + Cloud Infrastructure + Memory


Arete successfully hosted its third Arete Tech Conference (ATC) virtual event on November 13th and December 6th-7th-11th - 2023 covering some of the key future secular growth themes in tech.

We drew on senior industry and C-level executives from the semiconductor, telecom, handset and automotive industries to offer a unique mix of keynotes, fire-side chats, round-tables, and break-outs.

The focus was on key secular tech themes scaling up over the next 2-3 years, including areas such as Autos, AI, 5G, and the future of cloud infrastructure:

  1. Autos: Exploring new car to cloud business models, the role that security and 5G will play long-term and how ADAS/AV and EV penetration scales into the Automotive market this decade.
  2. AI: Gain unique perspective from start-ups, hyperscalers, memory players and established compute chipmakers on how they see the adoption curve playing out in accelerated compute, for cloud, edge and hybrid cloud architectures.
  3. 5G: We look into the chip content drivers in smartphones and adjacency markets, as well as 5G network rollout strategies at the top telcos in US and EU, and what role O-RAN plays long-term for both public and private networks.
  4. Cloud Infrastructure: We look at some of the new innovations expected in coming years as data continues to scale up in areas including networking, storage and compute.

Conference Schedule

Monday 13th November

Opening Remarks
13:45 – 14:00 UK
08:45 – 09:00 ET
05:45 – 06:00 PT
Arete
Brett Simpson
Senior Analyst
14:00 – 15:00 UK
09:00 – 10:00 ET
06:00 – 07:00 PT
Verizon
Ed Chan
SVP & CTO
16:00 – 17:00 UK
11:00 – 12:00 ET
08:00 – 09:00 PT
SambaNova Systems
Rodrigo Liang
CEO & Co-founder
Break for 10 minutes
18:10 – 19:10 UK
13:10 – 14:10 ET
10:10 – 11:10 PT
Micron Technology
Mark Murphy
EVP & CFO
19:20 – 20:20 UK
14:20 – 15:20 ET
11:20 – 12:20 PT
Rambus
Des Lynch CFO
Matt Jones VP of Strategic Marketing

Wednesday 6th December

Opening Remarks
17:00 – 18:00 UK
12:00 – 13:00 ET
09:00 – 10:00 PT
Credo
Bill Brennan
President & CEO

Thursday 7th December

Opening Remarks
17:35 – 18:35 UK
12:35 – 13:35 ET
09:35 – 10:35 PT
Cerebras
Andrew Feldman
Founder
18:45 – 19:45 UK
13:45 – 14:45 ET
10:45 – 11:45 PT
NVIDIA
Ian Buck
VP / General Manager, Hyperscale and HPC

Monday 11th December

Opening Remarks
16:00 – 17:00 UK
11:00 – 12:00 ET
08:00 – 09:00 PT
Marvell
Dr. Loi Nguyen
EVP and General Manager, Cloud Optics Business Group

Confirmed Speakers

Ed Chan

SVP & CTO, Verizon

Ed Chan

SVP & CTO, Verizon

Ed is SVP and Chief Technology Officer at Verizon where he leads the technology innovation organization. Ed is responsible for the technology strategy, product development, network planning, capital planning, and systems & maintenance engineering of the Verizon products and networks. Ed and his team of innovators are driving new technologies in areas such as 5G, MEC, consumer devices, enterprise IOT, optical network, software defined networking, BlueJeans conferencing, VZ Connect fleet management.
Previously, Ed Chan was the Senior Vice President and Chief Network Engineering Officer at Verizon. He led the engineering, implementation and performance of next generation technology, including the largest 4G LTE wireless network in the U.S., deployment of the company's expanding 5G network, and responsibility for the company's aggressive fiber infrastructure expansion -- all to enhance the company's sustainable competitive advantage.
Ed also was the SVP & chief technology architect, a position he held beginning in 2013. Ed was responsible for the strategic technology evolution and capital planning for the Verizon wireless network, wireline network, customer devices, and IT infrastructure. Ed and his team drove the future device, network and IT architecture to deliver high quality and cost-effective services to market including 4G LTE, next gen passive optical network, software defined network virtualization, and 5G.
Ed has held a number of other positions at Verizon including senior vice president of network planning, vice president of core network infrastructure planning, vice president of national network operations, executive director of the Philadelphia tri-state region, executive director of network implementation, executive director of data services, and various other technology leadership positions of increasing responsibilities since beginning his career with Bell Atlantic Mobile Systems in 1993.
Ed has a master's degree in management of technology from the University of Pennsylvania and a bachelor's degree in electrical engineering from Rutgers University. Ed also serves on the advisory board of the Verizon employee resource group: Asia Pacific Employee for Excellence (APEX), the board of the national Asian/Pacific Islander American Chamber of Commerce & Entrepreneurship (ACE), and a former member on the board of the New York Hall of Science Museum in Queens NY (NYSCI).

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Rodrigo Liang

CEO & Co-Founder, SambaNova Systems

Rodrigo Liang

CEO & Co-Founder, SambaNova Systems

Rodrigo Liang is the CEO and co-founder of SambaNova Systems. He is a business and engineering leader who recognized the fundamental shift that AI will have on the world. He and his co-founders designed a new full-stack hardware and software platform optimized for AI workflows and set the company on a mission to enable the future of AI today.
Prior to founding SambaNova, Rodrigo was the senior vice president responsible for SPARC Processor and ASIC development at Oracle. During his tenure at Oracle, he led one of the industry's largest engineering organizations in developing high-performance microprocessors and releasing 12 major SPARC processors and ASICs for enterprise servers. SPARC processor performance achieved numerous world records, and it continues to be a performance leader for enterprise applications.
Before joining Oracle via the Sun acquisition in 2010, Rodrigo was vice-president at Sun Microsystems where he worked on the development of the world's first multi-core processors, code-named Niagara.
Rodrigo holds master's and bachelor's degrees in electrical engineering from Stanford University.

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Mark Murphy

EVP & CFO, Micron Technology

Mark Murphy

EVP & CFO, Micron Technology

Mark Murphy is executive vice president and chief financial officer at Micron Technology.
Mark is responsible for leading Micron's finance organization and all financial functions, including accounting, tax, treasury, internal audit and investor relations. He is also responsible for driving capital allocation to optimize revenue growth, profitability and shareholder returns. He joined Micron in 2022.
Mark has over 25 years of experience across finance and general management roles in global companies. His experience includes leadership roles at companies serving semiconductor materials, semiconductor capital equipment, semiconductor fabrication and assembly and test, and advanced manufacturing for automotive and aerospace. He was most recently executive vice president and CFO of Qorvo, a leader in wireless technologies serving smartphone, defense, Wi-Fi, automotive and broad IoT markets. Mark has also held senior leadership positions at Delphi Automotive, MEMC Electronic Materials and Praxair.
Mark has served on the board of directors of Albany International, an advanced materials business serving industrial markets, since 2019. He also serves on the Advisory Council of the Boise State University College of Business and Economics.
Mark graduated from Marquette University with a bachelor's degree in business administration with concentration in finance and earned a master's degree in business administration from Harvard University. He is a veteran of the U.S. Marine Corps.

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Des Lynch

CFO, Rambus

Des Lynch

CFO, Rambus

Desmond Lynch joined Rambus in 2020 and has served as Chief Financial Officer since August 2022, where he is responsible for the global finance organization, with responsibility for financial management, planning, tax, treasury, controls, and reporting. Previously, he served as the Vice President of Finance for Rambus.
Prior to joining Rambus, Mr. Lynch served as Vice President of Finance at Renesas Electronics, a leading global semiconductor company, where he was head of U.S. finance. Des has extensive semiconductor experience, including financial leadership roles at Integrated Device Technology, Atmel, Knowles Corporation and National Semiconductor.
Mr. Lynch is a Chartered Accountant with the Institute of Chartered Accountants of Scotland and holds a Bachelor of Arts in accountancy and finance from the University of Glasgow in Scotland.

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Matt Jones

VP of Strategic Marketing, Rambus

Matt Jones

VP of Strategic Marketing, Rambus

Matt Jones joined Rambus in 2019 and currently serves as the Vice President of Strategic Marketing at Rambus. He is responsible for development and growth of the company's silicon and IP products, driving high-performance, secured memory and interconnect architectural innovation in Data Center and Edge Connectivity applications. Prior to his current role, Matt served as General Manager for the company's IP Cores business unit. Before joining Rambus, Matt held various product line management and marketing positions for microprocessor, connectivity, and power management products over a twenty-four-year career at IDT, later acquired by Renesas. Matt holds a Bachelor of Science in Electrical Engineering and a Bachelor of Arts in Economics from Stanford University.

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Bill Brennan

President & CEO, Credo

Bill Brennan

President & CEO, Credo

For more than 25 years, Bill Brennan has been leading and scaling organizations to deliver steady revenue growth and profit. Bill joined Credo in 2013 and has led the organization to greater than 90% CAGR revenue growth since 2014 while achieving profitability for more than five consecutive years. Bill has overseen the scaling of Credo's organization from 15 employees in 2013 to more than 400 today. Prior to Credo, Bill served as Vice President, Storage Business Unit of Marvell Semiconductor for eleven years. Prior to Marvell, he held sales management positions with NEC and Texas Instruments. Bill received his BSEE degree from the University of Colorado.

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Andrew Feldman

Founder, Cerebras Systems

Andrew Feldman

Founder, Cerebras Systems

Andrew is co-founder and CEO of Cerebras Systems. He is an entrepreneur dedicated to pushing boundaries in the compute space. Prior to Cerebras, he co-founded and was CEO of SeaMicro, a pioneer of energy-efficient, high-bandwidth microservers. SeaMicro was acquired by AMD in 2012 for $357M. Before SeaMicro, Andrew was the Vice President of Product Management, Marketing and BD at Force10 Networks which was later sold to Dell Computing for $800M. Prior to Force10 Networks, Andrew was the Vice President of Marketing and Corporate Development at RiverStone Networks from the company's inception through IPO in 2001. Andrew holds a BA and an MBA from Stanford.

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Ian Buck

VP / General Manager, Hyperscale and HPC, NVIDIA

Ian Buck

VP / General Manager, Hyperscale and HPC, NVIDIA

Ian Buck is vice president of Hyperscale and HPC Computing at NVIDIA.
He is responsible for the company's worldwide datacenter business, including server GPUs and the enabling NVIDIA computing software for AI and HPC used by millions of developers, researchers and scientists.
Buck joined NVIDIA in 2004 after completing his PhD in computer science from Stanford University, where he was development lead for Brook, the forerunner to generalized computing on GPUs. He is also the creator of CUDA, which has become the world's leading platform for accelerated parallel computing.
Buck has testified before the U.S. Congress on artificial intelligence and has advised the White House on the topic.
Buck also received a BSE degree in computer science from Princeton University.

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Dr. Loi Nguyen

Executive Vice President and General Manager, Cloud Optics Business Group, Marvell

Dr. Loi Nguyen

Executive Vice President and General Manager, Cloud Optics Business Group, Marvell

Dr. Loi Nguyen is Executive Vice President and General Manager of the Marvell Cloud Optics Business Group. In his role, Loi is responsible for the company's Cloud Optics product lines. Prior to Marvell, Loi was the Co-Founder of Inphi, where he served as Senior Vice President of the Optical Interconnect Business Group. Prior to Inphi, Loi held engineering roles at the Honeywell Physical Sciences Center in Bloomington, Minnesota.
Loi holds seven U.S. patents and is an author of more than 50 scientific publications. He has served on technical committees of the IEEE International Electron Devices Meetings, the IEEE Device Research Conference and the IEEE International Solid-State Devices Meetings. Loi holds B.S. and Ph.D. degrees in Electrical Engineering from Cornell University and an MBA from the Anderson School of Management at UCLA.

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