We believe a new era of computing is upon us
OUR BELIEFS
Demand of compute is virtually
unlimited and accelerating
Data generation also
shows unlimited growth
Unlimited compute demand and accelerated data creation drives the need for new data movement technologies - both wired and wireless
The winners in AI/ML will be those who supply the foundational compute resources or own the
end customer
Hardware and software breakthroughs that enable new computing paradigms are tightly linked - the advancement of machine learning algorithms are heavily dependent on the availability of ever more powerful computing hardware
Machine learning will transform all traditional industries, substituting human labor cost with that of advanced computing
AI's ability to optimize aspects of manufacturing and service industries may expand IT from a $3 trillion sector to one that impacts over $100 trillion of global commerce
Moore's law is an economic law and economics will continue to drive the hardware industry - enhancements in computing performance, lower power consumption, and cost reductions matter as much today as they did in 1965
As AI factories standardize physical world/object modeling, commercial and consumer use cases in visual computing (VR/AR) will increase
Constraints drive innovation
They move the industry forward and create opportunities for start-ups
We believe in investing in new and
unproven technologies - this is where
disruptive innovation happens