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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

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