AI Hardware Market Overview | Kisaco Research
Session Topics: 
Compute
Networking
Memory
Storage
Speaker(s): 

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.

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. 

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. 

Time: 
5:30 PM - 5:50 PM
Agenda Track No.: 
Track 1
Session Type: 
Track
Session Stage: