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Hardware & Systems

Hardware & Systems

Networking

Author:

Ashwin Gumaste

Principal Architect Azure Network Hardware
Microsoft

Ashwin Gumaste is an AI Architect at Microsoft. He specializes in building AI systems, scaling networks, and model estimation. Before joining Microsoft, Ashwin held key roles at Infinera, Cisco, and Fujitsu, as well as academic positions at IIT Bombay and MIT. Earlier in his career at IIT Bombay, he designed, developed, and successfully commercialized carrier Ethernet switch routers, earning India's highest science and technology honor, the Bhatnagar Prize. A distinguished fellow of the Indian National Academy of Engineering and the National Academy of Sciences in India, Ashwin has made significant contributions to AI and network engineering. He has authored three books, published 215 peer-reviewed papers, and holds 28 granted patents.

 

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Ashwin Gumaste

Principal Architect Azure Network Hardware
Microsoft

Ashwin Gumaste is an AI Architect at Microsoft. He specializes in building AI systems, scaling networks, and model estimation. Before joining Microsoft, Ashwin held key roles at Infinera, Cisco, and Fujitsu, as well as academic positions at IIT Bombay and MIT. Earlier in his career at IIT Bombay, he designed, developed, and successfully commercialized carrier Ethernet switch routers, earning India's highest science and technology honor, the Bhatnagar Prize. A distinguished fellow of the Indian National Academy of Engineering and the National Academy of Sciences in India, Ashwin has made significant contributions to AI and network engineering. He has authored three books, published 215 peer-reviewed papers, and holds 28 granted patents.

 

Author:

Dudy Cohen

VP Product Marketing
Drivenets

Dudy is a qualified manager and technology expert, with more than 30 years of experience in the networking industry. As a senior AI networking expert, he partners closely with the product and engineering teams to shape DriveNets’ vision for AI Networking, helping to deliver the high performance of a proprietary solution with a standards-based Ethernet implementation that provides unrivaled performance. Previously, Dudy served as the VP of Product Marketing at Ceragon. He also served as a Director of Solutions Engineering at Alvarion Ltd. Dudy holds an M.Sc.-E.E degree from the Tel Aviv University.

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Dudy Cohen

VP Product Marketing
Drivenets

Dudy is a qualified manager and technology expert, with more than 30 years of experience in the networking industry. As a senior AI networking expert, he partners closely with the product and engineering teams to shape DriveNets’ vision for AI Networking, helping to deliver the high performance of a proprietary solution with a standards-based Ethernet implementation that provides unrivaled performance. Previously, Dudy served as the VP of Product Marketing at Ceragon. He also served as a Director of Solutions Engineering at Alvarion Ltd. Dudy holds an M.Sc.-E.E degree from the Tel Aviv University.

Networking

Author:

Dave Lazovsky

Co-Founder & CEO
Celestial

Dave Lazovsky is the Co-founder and CEO of Celestial AI, the creators of the Photonic FabricTM. Celestial AI, founded in April 2020, has developed the optical interconnectivity technology platform for AI computing.

Prior to founding Celestial AI, Mr. Lazovsky was a Venture Partner at Khosla Ventures. He has 30 years of experience in the semiconductor industry and over two decades of experience building and leading successful start-ups. In 2004 Mr. Lazovsky founded Intermolecular, a semiconductor and clean energy R&D and Intellectual Property licensing company. He served as the company’s Chief Executive Officer, President and as a member of the board of directors from September 2004 through October 2014.

As President and CEO, Mr. Lazovsky led all aspects of the business through its lifecycle from early-stage start-up to public company. Intermolecular (IMI) went public on the NASDAQ in 2011. He currently has over 80 issued and pending U.S. patents.

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Dave Lazovsky

Co-Founder & CEO
Celestial

Dave Lazovsky is the Co-founder and CEO of Celestial AI, the creators of the Photonic FabricTM. Celestial AI, founded in April 2020, has developed the optical interconnectivity technology platform for AI computing.

Prior to founding Celestial AI, Mr. Lazovsky was a Venture Partner at Khosla Ventures. He has 30 years of experience in the semiconductor industry and over two decades of experience building and leading successful start-ups. In 2004 Mr. Lazovsky founded Intermolecular, a semiconductor and clean energy R&D and Intellectual Property licensing company. He served as the company’s Chief Executive Officer, President and as a member of the board of directors from September 2004 through October 2014.

As President and CEO, Mr. Lazovsky led all aspects of the business through its lifecycle from early-stage start-up to public company. Intermolecular (IMI) went public on the NASDAQ in 2011. He currently has over 80 issued and pending U.S. patents.

Compute
Networking
Memory
Storage

Author:

Brett Simpson

Co-Founder & Senior Analyst
Arete Research

Brett is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.

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Brett Simpson

Co-Founder & Senior Analyst
Arete Research

Brett is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.

Author:

Janco Venter

Equity Research Analyst
Arete Research

Janco joined Arete in 2023 and is based in the firm’s Cape Town office. He focuses on the global semiconductor component sector as an equity research analyst. Janco joined Arete after a distinguished career as a professional sportsman, where he took on various leadership roles and was a regular public speaker. 

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Janco Venter

Equity Research Analyst
Arete Research

Janco joined Arete in 2023 and is based in the firm’s Cape Town office. He focuses on the global semiconductor component sector as an equity research analyst. Janco joined Arete after a distinguished career as a professional sportsman, where he took on various leadership roles and was a regular public speaker. 

Compute
Gen AI
Agentic AI

Author:

Sid Sheth

CEO & Co-Founder
D Matrix

Sid Sheth is the co-founder and CEO of d-Matrix, the company changing the trajectory of commercially viable generative AI by introducing an entirely new computing paradigm designed from the ground-up for AI inference in modern datacenters.

Sid spent over two decades as a business and technical leader transforming startups into industry leaders and creating new categories of technology, taking them from innovations to commercialization. Before founding d-Matrix, Sid served as senior vice president & general manager for the Networking Business Unit at Inphi Corporation where he incubated and grew the group into a $1B+ business by focusing the business on the cloud and enterprise data center segment. Prior to Inphi, Sid was at NetLogic Microsystems (now Broadcom) and Intel where he ran marketing and worked in R&D for networking chips and processors.

Sid earned his MSEE from Purdue University, where he serves on the Electrical and Computer Engineering Advisory Board. He is a regularly featured speaker at industry tradeshows and conferences, is a published author at ISSCC and holds multiple patents.

 

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Sid Sheth

CEO & Co-Founder
D Matrix

Sid Sheth is the co-founder and CEO of d-Matrix, the company changing the trajectory of commercially viable generative AI by introducing an entirely new computing paradigm designed from the ground-up for AI inference in modern datacenters.

Sid spent over two decades as a business and technical leader transforming startups into industry leaders and creating new categories of technology, taking them from innovations to commercialization. Before founding d-Matrix, Sid served as senior vice president & general manager for the Networking Business Unit at Inphi Corporation where he incubated and grew the group into a $1B+ business by focusing the business on the cloud and enterprise data center segment. Prior to Inphi, Sid was at NetLogic Microsystems (now Broadcom) and Intel where he ran marketing and worked in R&D for networking chips and processors.

Sid earned his MSEE from Purdue University, where he serves on the Electrical and Computer Engineering Advisory Board. He is a regularly featured speaker at industry tradeshows and conferences, is a published author at ISSCC and holds multiple patents.