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Posted
December 21, 2017
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December 21, 2017
I had the pleasure of hosting an eye-opening presentation and Q&A with Dr. Jeff Welser of IBM at a recent Applied Materials technical event in San Francisco. Dr. Welser is Vice President and Director of IBM Research's - Almaden lab in San Jose. He made the case that the future of hardware is AI.
At Applied Materials we believe that advanced materials engineering holds the keys to unlocking commercial value from AI. We believe materials innovation will make possible a broader range of new processor and memory chips optimized for different types of AI workloads. This is necessary because traditional computing architectures consisting of CPU, SRAM for cache, DRAM and storage (HDD or SDD) may not be performance-, energy- or cost-optimal for new AI workloads. The rise of GPU and FPGA chips and custom architectures such as Google’s Tensor Processing Unit (TPU) are proof points for our AI thesis.
Here are three key takeaways from my Q&A with Dr. Welser:
Applied Materials is truly excited to be at the epicenter of making possible new computing models for AI. Stay tuned for future updates in this area and in the meantime, watch the video replay of the panel I moderated on Enabling the AI Era at Applied's 2017 Analyst Day.
Tags: AI, artificial intelligence, machine learning
Sundeep Bajikar
Vice President and Head, Corporate Strategy and Marketing
Sundeep Bajikar is Vice President and Head, Corporate Strategy and Marketing at Applied Materials where he is responsible for shaping Applied’s strategies, including business and financial models related to the future of computing and Net Zero, in addition to tracking and analyzing Applied’s core business performance. He joined Applied in 2017 after spending ten years as a Senior Equity Research Analyst covering global technology stocks including Apple and Samsung Electronics, for Morgan Stanley and Jefferies. Previously he worked for a decade as researcher, ASIC Design Engineer, System Architect and Strategic Planning Manager at Intel Corporation.
He holds an MBA in finance from The Wharton School and M.S. degrees in electrical engineering and mechanical engineering from the University of Minnesota. He holds 13 U.S. and international patents with more than 30 additional patents pending. Sundeep is also author of a book titled, “Equity Research for the Technology Investor – Value Investing in Technology Stocks.”
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