Unpacking AI Infrastructure with AJ Kourabi (SemiAnalysis)

​Join us for a lecture and a Q&A session with AJ Kourabi. AJ is an AI Analyst at SemiAnalysis, a research and analysis firm focused on semiconductors and AI. AJ has previously written about DeepSeek, US AI Export Controls, and the future of AI Scaling Laws. You can see his writings here.

​We will do a brief lecture on the AI infrastructure buildout -- from chips to datacenters to AI architectures -- covering developments across the entire stack. This will be followed by a Q&A period. No background in AI specifically required.

​There will be snacks and drinks.