Battle for the Data Center: The Hardware Powering the Next Trillion in Compute

More than $600 billion will be spent on AI infrastructure this year alone. The bottlenecks have moved beyond GPUs to power, packaging, photonics, memory bandwidth, and the supply chain underneath all of it.

Join Celesta Capital at Deep Tech Week HQ as we convene the founders, investors, researchers, foundry leaders, and equipment innovators rebuilding the physical layer of the AI economy — and explore the question everyone is asking: where will the next trillion in compute value be captured?

Our panels will be moderated by Celesta Partners Michael Marks, Sriram Viswanathan, Steve Fu, and David Goldman.

Event Agenda:

• Welcome
• Rebuilding AI Hardware for the Inference Era Panel
• Where the Smart Money is Betting on Silicon Panel
• Light Speed: How Photonics is Rewiring the AI Data Center Panel
• Fireside Chat with Intel CEO Lip-Bu Tan
• Networking Reception

Featured Guest Speakers:

• Lip-Bu Tan, CEO, Intel
• Abhi Ingle, Chief Product & Strategy Officer, SambaNova
• Rajiv Khemani, CEO, Velaura AI
• Barun Kar, CEO, Upscale AI
• Marc Bolitho, CEO, Tensordyne
• Adit Singh, Cota Capital
• Kike Miralles, Intel Capital
• Manish Muthal, Maverick Silicon
• Ramin Farjadrad, CEO, Eliyan
• Julie Sheridan Eng, CTO, Coherent
• Matthew Sysak, CTO, Lumentum