I had the privilege to participate as panelist in the opening panel hosted by Carolin Seward of Google at the Global Executive Summit hosted by SEMI in Tokyo. Ajit Manocha of SEMI opened GES by describing energy constraints driven by AI as an urgent crisis. I shared two calls to action: 1. Embrace the abundance mindset. To address the most important global macroeconomic challenges of demographics and debt, we as the semiconductor and computing industry should aim to deliver massive productivity boosts through AI - i.e. “infinite compute with zero cost energy”. 2. Invest in the Electricity Grid. The grid is the single biggest bottleneck for AI, as well as decarbonization. Collaborate with us Applied Materials to explore market-based mechanisms to encourage companies to invest in the grid. Ping me if you’d like to join us in extending our work on Sustainable Energy Abundance for AI. Greatly enjoyed insightful conversations with my fellow panelists Jinman Han of Samsung Electronics, Sam Naffziger of AMD and Jens Liebermann of BASF as well as Saifi Usmani, Dr. Mousumi Bhat, So Young Jang, Dharmesh Jani (DJ) and many others. Thank you Carolin Seward and Bruce Gall for the opportunity to participate! Thank you team Applied - Chris Librie, Elena Kocherovsky, Nasreen Chopra, Benjamin Gross, Robin Connell, Katie Ferrick, Aashiv Shah, David Britz, Kostas Mallios, Shreyas Kher and many others for your strong leadership of sustainability at Applied.

I had the privilege of presenting Sustainable Energy Abundance for AI at the Applied Materials Technical Symposium during SEMICON Europa in Munich. As AI transforms industries, its energy demands are skyrocketing. Europe’s leadership in sustainability and innovation can guide development of electricity grids that are secure, efficient and clean. Thank you to customers, partners and well-wishers who joined the conversation. Together we can power the future abundantly!

Great pleasure presenting overview of Applied Materials’ white paper on Sustainable Energy Abundance for AI at the Extreme Tech Challenge summit. Enjoyed connecting with fellow panelists Aart de Geus, Jerry Hsiao, and Tadao Yanase. Thank you Young Sohn for inviting me to join the panel!

🔥🧠 I was privileged to host an insightful conversation with fellow University of Minnesota grad and 30-year friend Ashish Karandikar on Future Vision at Applied Materials. Ashish leads strategy and development of all of NVIDIA’s SoC products as well as specialized silicon solutions for cutting-edge applications in AI, datacenters, and advanced computing. 🚀 👥 We discussed Nintendo Switch, NVLink Fusion and where the next breakthroughs in semiconductor design will come from in the post-Moore’s Law era of AI. Ashish offered invaluable lessons on leadership, collaboration and talent development. Thanks Ashish and congrats on your massive success at Nvidia!

🎤 I had the privilege of presenting “Sustainable Energy Abundance for AI” at the World Climate Industry Expo (WCE) in Busan 🇰🇷 Our message: when Sustainability and Corporate Strategy operate as one team, we can turn decarbonization into sustainable energy abundance, grounded in the grid (Pillar A), accelerated by energy-efficient computing (Pillar B), and funded by monetizing new semiconductor opportunities (Pillar C). Two standout sessions for me: • Google’s work with PJM and Tapestry felt like a practical blueprint for grid-level impact. Great presentation by Spencer Low, Google’s APAC Regional Head of Sustainability, and team Xuefei Bai and Rina Ariizumi. • Samsung Electronics’ perspectives on collaboration across the value chain presented by Boram Lee, Corp VP and Head of Sustainability. I also enjoyed connecting with leaders across the industry, including Seongbong CHO, VP of Sustainability at SK hynix, Rich Powell, CEO of CEBA, and Heetae Kim, Professor at KENTECH. Huge thanks to the organizers at SEMI, especially host So Young Jang and regional lead Taeyoung Jung for an exceptional program and warm hospitality, and our Applied Materials ESG team Chris Librie, Elena Kocherovsky, Therese Chen, and Robin Connell for their encouragement and support. What’s next: • Study the Google × PJM × Tapestry approach as a follow-up to our white paper • Keep sharing what’s working - playbooks, not just principles Grateful to the organizers, fellow speakers, and everyone who shared thoughtful feedback. If you’d like our white paper or my WCE deck, comment “send” and I’ll share. #AI #Sustainability #MaterialInnovation #Semiconductors Media Source: 2025 World Climate Industry Expo (2025 WCE)

My article on Forbes Councils: Why the AI Boom Depends on Materials Engineering https://www.forbes.com/councils/forbesbusinessdevelopmentcouncil/2025/08/01/why-the-ai-boom-depends-on-materials-engineering/

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🚀 The New Semiconductor Playbook ⚡️📈 Classic Moore’s-Law scaling is slowing, yet AI workloads are exploding. In this short video I unpack two core insights behind the New Semiconductor Playbook: 🔹 Insight 1 – Architecture Innovation Beats Pure Shrink Chiplets, Advanced Packaging, and domain-specific accelerators deliver up to ~2,500x improvement vs. ~2x with pure shrink (when it worked well) 🔹 Insight 2 – Materials Engineering Makes the “Impossible” Possible Material innovation with new device architectures like Gate-All-Around (GAA), backside power delivery, and 3D DRAM will unlock the next 10,000× energy-efficient performance target by 2040 - critical for #AI growth and grid #sustainability. 👇 Watch the 2min video #MakeItMaterial

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Humanoid robots = Physical AI - ready to work in spaces built for people. We expect 30M units by 2030 🤖 But they add EV-level charging plus cloud compute to an already strained grid ⚡️ Time to build sustainable energy abundance. 🎥👇

Bitcoin isn’t the energy villain - it might be the grid’s secret weapon. ⚡️🟠 In my new 2×2 video I show: 1️⃣ Miners fund new hydro/solar by monetizing cheap or stranded power 2️⃣ Their flex-load ramps down when AI datacenters spike Watch the 2-min breakdown 👇 #Bitcoin #AI #CleanEnergy #Semiconductors

AI is scaling fast, but can our energy infrastructure keep up? 🚀 Together with industry partners we just released "Sustainable Energy Abundance for AI", a white paper exploring how to unlock AI’s full potential without hitting the energy wall. In this 2 minute video I am sharing two key takeaways. White Paper:

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AI is scaling fast, but can our energy infrastructure keep up? 🚀 We just released a white paper with insights from across the ecosystem. In this 2-minute video, I share 2 key takeaways. #AI #Sustainability #Semiconductors

In this 2 minute video I am highlighting two insights about AI Computing and Energy.   At Applied Materials we are developing a white paper on Net Zero for AI. Please ping me if you‘d like to partner with us.

Congrats @jack mallers on Bill Pay! Well done.

In this 2min video I am highlighting two reasons why #Semiconductor Wafer Fab Equipment (WFE) intensity has inflected higher. In addition to Leading Edge Logic and Memory, ICAPS has also been a key driver of higher WFE intensity. ICAPS is a category introduced by Applied Materials around 2019 to include IoT, Communications, Automotive, Power & Sensor applications.

I was delighted to host my friend, mentor and ex-colleague Mark Lipacis for our inaugural Future Vision interview at Applied Materials. Mark was insightful and riveting as always. We talked about his wildly successful calls on #NVDA and #AMD, the future of #AI, his latest views on #Semiconductors, and why investors find ICAPS (IoT, Communications, Automotive, Power and Sensors) difficult to understand. Mark described his process for identifying tectonic shifts and left us with much to think about. Thank you Mark!

In this 2min video I am highlighting Applied Materials Growth Thesis. I am looking forward to seeing investors in Chicago next week! #AMAT #AI #Semiconductors

Great conversation with @Lyn Alden at Applied Materials on Macro, Bitcoin and Semiconductors. Lyn was brilliant as always.