The State of the AI Buildout | Ravishankar Kuppuswamy, AMD | Hosted by Arkam Ventures
Most conversations about AI infrastructure in India start with GPUs and end with a funding number. This one starts somewhere more useful: where the compute actually goes, who controls each layer, and which of those layers India can realistically own.
Ravishankar Kuppuswamy runs AMD's EPYC server business as SVP, Server & Enterprise AI Product & Engineering. His team ships the processors that hyperscalers, model builders and AI startups run on, which gives him a vantage point most founders never get access to. He has spent close to three decades in server silicon across AMD and Intel, and he sees demand signals from the entire ecosystem before they show up in anyone's market report.
He'll walk through:
The compute inflections that got us here, from the transistor to the cloud, and why AI is different in kind rather than degree
What AMD sees from the inside: how hyperscalers, LLM builders, big tech and startups are actually splitting the AI stack between them
India's position today. What the semiconductor ecosystem already has, what still has to be built, and how the India Stack and government programmes change the calculus
The openings worth moving on now, and the ones that are harder than they look
Then an open Q&A. Bring the questions you can't get answered anywhere else.
This is a closed session for founders building in and around AI. Invite only, capped, and not recorded for circulation.
Wednesday, October 7 | 7:30 PM IST onwards | Online
Hosted by Arkam Ventures.