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In this special interview series, industry leaders from Supermicro, AMD, Vast Data, TensorWave and Crusoe break down what it takes to build the next generation of enterprise AI infrastructure. The conversations go inside the shifting balance between CPUs and GPUs, the rise of neoclouds, the growing importance of storage and networking, and the open ecosystems shaping how AI systems are designed, deployed and optimized.


From rack-scale architecture and data center modernization to cost per token, power efficiency and keeping GPUs fed, this three-part program looks at the full stack behind enterprise AI — and why the next phase of AI value depends on more than raw compute.

GPU Access to Business Outcomes: How the Neocloud Ecosystem is Advancing AI Industry leaders from Supermicro, AMD, TensorWave and Crusoe discuss how the neocloud ecosystem is moving AI infrastructure beyond GPU access toward integrated systems spanning compute, networking, storage, power and software. The panel also examines open architectures, cost-per-token economics and the partnerships needed to accelerate AI deployment at scale.
Storage Beyond the GPU: The CPU at the Center of Agentic AI Infrastructure AMD, Supermicro and Vast Data leaders discuss how CPUs, storage and networking work together to keep GPUs productive, improve AI infrastructure economics and support enterprise agentic AI deployments across on-premises, cloud and hybrid environments.
The Architecture of "And": Uniting CPU & GPU for Enterprise AI Supermicro and AMD leaders discuss how balanced CPU, GPU, networking and rack-scale architectures are reshaping enterprise AI infrastructure. They also explain how modernization, liquid cooling and joint engineering can improve efficiency, accelerate deployment and support agentic AI workloads.
Speakers
HOST
Dave Vellante

Dave Vellante

Co-Founder & Co-CEO

SiliconANGLE Media, Inc.

John Mao

John Mao

Global Head of Business Development

VAST Data

Ted Marena

Ted Marena

Dir. Business Development for DCGPU

AMD

Vik Malyala

Vik Malyala

Chief Business Officer

Supermicro

Ben Lee

Ben Lee

Director, Solution Management

Supermicro

Derek Dicker

Derek Dicker

CVP, Enterprise Business Group

AMD

Penny Tseng

Penny Tseng

Product Marketing Development

AMD

Ilya Tabakh

Ilya Tabakh

VP of Innovation

TensorWave

Umair Piracha

Umair Piracha

Sr. Director Supply Chain and Strategic Sourcing - Crusoe Cloud

Crusoe

Linda Yang

Linda Yang

Director, AI Product Management

Supermicro