Keynote Speech: The Next Curve — An Intelligence Imperative
Every major technology shift reaches a point when we need to look beyond the path in front of us and make a deliberate choice about where we want to go. For years, progress has meant more: more silicon, systems, power, and investment. But as demand for AI grows, we must move beyond building more to getting more from what we build: useful intelligence from every watt, dollar, chip, and hour. Rani Borkar will draw on Microsoft’s experience operating AI infrastructure to explore the move from capacity to impact: designing the system for useful output, removing constraints across the stack, and driving down the cost of intelligence. No company can do this alone. Progress will come from an ecosystem working in concert, aligning innovation across silicon, memory, networking, power, cooling, software, and operations to unlock the full potential of AI. Together, we can build a future that pairs human expertise with AI capability, uses resources more effectively, and enables every organization, in every region, to turn intelligence into knowledge, economic value, and opportunity.
