About the Speaker

Ekaterina, a founding partner of BlankPage Capital, is one of Europe’s most visionary venture capitalists who has been investing in breakthrough technology companies in AI, semiconductors, quantum computing, and cybersecurity for almost two decades.

Previously, as a General Partner at OpenOcean VC and a Managing Director at Samsung Catalyst Fund, she has led investments and served on the boards of companies such as GraphCore (acquired by SoftBank), IQM Quantum Computers, AIMotive (acquired by Stellantis), Mapillary (acquired by Meta), LatticeFlow.ai, Hygraph, Bitrise, and Binalyze. In addition, she was deeply involved in strategic initiatives to create $20B+ business opportunities for Samsung, EMC/Dell and Siemens. Passionate about building a strong technology ecosystem, she has invested in other deep tech Venture Capital funds across Europe.

Next generation semiconductors for the AI Era

Overview

The AI era is colliding with the end of classical scaling, forcing us to redesign the whole infrastructure layer and come up with new architectures. AI workloads from massive foundation models to real-time edge inference now demand orders-of-magnitude improvements in compute density, memory bandwidth and energy efficiency. In this keynote, I will outline innovations that are redefining the semiconductor roadmap for AI and more complex computational tasks we are facing. Speaking as an investor, I would also like to highlight recent investment trends and talk about what I see as the largest opportunities that are opening up to build new winners in that space. The goal is to draw a system-level view on how next generation semiconductors and the industry will evolve.

Key Points

• Innovations that are redefining the semiconductor roadmap for AI and more complex computational tasks we are facing
• Recent investment trends and talk about what I see as the largest opportunities that are opening up to build new winners in that space
• A system-level view on how next generation semiconductors and the industry will evolve