Infinite Tokens, Finite Atoms: Scaling Gen AI demand within the constraints of Chips, Watts and Dollars

上午 9:15 - 上午 9:40

The Generative AI boom has brought about the strongest and longest semiconductor upcycle in history.

In this presentation we examine where this Supercycle goes from here, analyzing the opportunities and pitfalls across the three building blocks of the Gen AI Infra ecosystem – Chips, Power and Dollars.

 

Key Technologies Covered

  • Token Demand trends and ROI across the Gen AI ecosystem 
  • Semiconductor Supply chain readiness to fuel this strong token demand 
  • Power and Datacenter readiness to create large scale AI factories.  
  • Capital to support this unprecedented AI infra buildout.

Featured Speakers

Mr. Gokul Hariharan

Mr. Gokul Hariharan

Managing Director, JP Morgan Securities (Asia Pacific) Limited

Gokul Hariharan is the Managing Director at J.P. Morgan and Co-Head of Asia Pacific Technology, Media and Telecom Equity Research. He is the Global Sector Leader for Tech Hardware and heads J.P. Morgan's Taiwan Equity Research team.

His personal coverage is focused on large-cap semiconductor and hardware stocks in the Asia region and on Asia Technology Investment Strategy. Gokul and his team of analysts in Asia cover more than 150 Technology companies across Asia Pac.

Gokul and team have been ranked consistently Top 2 in the Asian Institutional Investor Polls in the last 3 years.

Gokul has covered Asian Technology stocks since 2005.

He is a management graduate from Indian Institute of Management, Ahmedabad and an Electronics Engineer by training.