Sep 03, 2026

Redefining Chip Architecture with Arm CEO Rene Haas

Arm CEO Rene Haas discusses Arm's evolution from IP licensing to producing physical chips, the transformative role of AI in accelerating chip design and verification, and the critical supply chain bottlenecks impacting data center build-out. He also covers SoftBank's strategic capital deployment, the immense opportunities for Arm in the burgeoning robotics sector, and emphasizes why power-efficient CPUs remain fundamental to all AI workloads, from data centers to edge devices.

Jul 08, 2026

The 100,000 Sandbox Problem — Akshat Bubna, Modal CTO

Modal CTO Akshat Bubna discusses the company's shift from developer to agent experience, highlighting why traditional cloud infrastructure fails for bursty AI workloads. He details Modal's primitives like elastic inference with GPU snapshotting and speculative decoding, agent sandboxes for RL rollouts, multi-node training with RDMA, and a "supercloud" strategy across 17 providers. The conversation also covers the importance of observability, hard guardrails for production agents, and AI's role in making infrastructure exciting again.

Oct 03, 2025

Building Data Centers for GPU Clouds

Craig Tavares, COO of Buzz HPC, provides an in-depth look at the complexities of building and scaling GPU cloud infrastructure for AI. He covers the critical role of renewable energy and strategic location, the evolution of data center design to handle extreme power densities, the importance of a strong partnership with NVIDIA, and the rise of sovereign mandates shaping the future of AI cloud services.