The Trillion-Dollar Buildout: Investing in the infra of AI

​Join us on Friday, June 19th in Tallinn Old Town for a deep dive into the landscape of AI equities.

​AI stocks are no longer just a Nvidia story.

​We see surreal charts like Intel, SK Hynix, Sandisk on a regular basis now. Lets learn why.

​We welcome all investors, analysts and tech specialists - come learn why AI is currently running so hot.

​Memory

​As AI models grow, one of the key bottlenecks is the amount of memory they require. We will learn about High Bandwidth Memory (HBM), and the 3 key players driving this market.

​Semiconductor and CPU

​The compute ecosystem is shifting rapidly, including a surge in CPU and ASIC demand. We’ll analyze the competitive landscape and upcoming prospects of these players.

​Optical & Photonic Interconnects

​Moving data between thousands of chips requires massive bandwidth at ultra-low latency. We will explore how silicon photonics is replacing traditional copper connections. As well as which companies may be beneficiaries in this.

​Why Attend?

• ​Targeted Insights: Learn about core technologies powering the next generation of AI development

• ​Local Networking: Connect with the local tech & investment community.

• ​Lively Discussion: Ask questions during our Q&A session and learn from other investors

​Speakers

• ​Hans Kärtner - Host & Speaker

• ​Guest Speaker 2 - To be announced

​Schedule

• ​7:00 PM - 7:30 PM | Arrival, Drinks & Snacks

• ​7:30 PM - 8:15 PM | Panel Discussion: The Trillion-Dollar Buildout

• ​8:15 PM - 8:45 PM | Audience Q&A & Open Discussion

• ​8:45 PM - 9:30 PM | Networking & Drinks

• ​9:30 PM | Closing

​Drinks and light snacks will be provided throughout the evening

​RSVP to reserve your spot (Venue details will be shared with confirmed attendees)