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September 29, 2025

AI Infra Summit In Review

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At AI Infra Summit, the conversations felt rooted in the exciting ways AI and hardware are moving forward together in sync and with focus.

We noticed a shift from thinking of AI and hardware as two distant domains to engaging with them as interdependent systems. Software and LLMS are bringing new momentum to the silicon world and for teams like ours that’s where things get interesting.

Everywhere we looked the focus wasn’t just on what’s possible, but instead on what is useful. The energy was practical, applied, and grounded in the day-to-day realities of engineering work. That tone made the summit feel less like a showcase and more like a working session across the industry.

We spent three days in conversations with engineers, product leaders, and infrastructure experts who weren’t just there to browse. They came with insightful questions about where verification is headed, how to make AI tools trustworthy, and what it actually takes to integrate intelligent systems into complex design flows.

It was exciting to talk with people who weren’t just curious about what we’re doing, but who were ready to work with us to solve these big challenges. As the conversations unfolded throughout the summit, it became clear that visitors were invested. Sharath, senior engineer, reflected that “you could tell [the industry] has been thinking about these problems for a while. There’s a lot of momentum around solving real verification challenges.”

That mindset was echoed across keynotes and panels—most memorably in Meta’s VP of Engineering YJ Song’s comment that “AI is kicking our butts and teaching us that we know nothing about infrastructure,” as he shared the scale and complexity behind datacenter projects like the Prometheus Supercluster. It was a moment that stuck with the crowd, because it reminded us just how far infrastructure needs to evolve to keep up with today’s AI workloads.

The summit felt infused with energy because attendees weren’t just looking for the next big thing. They were evaluating how new tools might help them work more effectively.

Lucas Kisabeth, who leads our full-stack engineering, noticed people were asking not just "what does it do?" but "how does it fit into my flow?" That is when you know you’re building something people can actually use.

The summit put a spotlight on how much energy AI software is bringing into the hardware space. That was clear from the packed demo stage, the deep-dive briefings, and the range of people walking the expo floor with ideas in hand. According to the organizers, 80% of attendees plan to purchase or upgrade their GPUs in the next 12–18 months, with 54% expecting to do the same for memory and 36% for interconnect. It’s no surprise that over half of participants are purchasing new hardware annually, a clear signal that the appetite for better, faster, and smarter infrastructure is real.

That clarity about why we’re doing this work carried through every conversation we had on the floor, in the demo hall, and after sessions. For CEO Shelly Henry, the week reinforced what matters most. We’re building tools that help engineers reclaim their time and focus. It wasn’t just about showing what we’ve built, but reconnecting with the deeper reason we’re building it in the first place.

For Creative Director Anne Brashier, the summit highlighted a shift she’s been watching closely. AI software is bringing new energy into the hardware space. That shift isn’t just opening up technical opportunities, but changing how business gets done, how tools are understood, and how relationships are built with the people who use them.

Since DAC, we’ve been growing in size and in direction. Our platform has grown, our team brings new perspectives, and we’ve had opportunities to step into rooms where real decisions are being made.

At AI Infra, we found ourselves inside conversations that connected right back to the things we think about every day: workflow integration, clarity, trust, and time.

Lucas put it excellently in that what excites him most about what we’re building is that we’re helping engineers solve problems they’ve faced for a long time. We’re not replacing them, we’re giving them better tools, better workflows, and more time to do what they’re best at. It’s about making their lives easier and their work more impactful.

We left the summit encouraged and grateful for the curiosity, the conversations, and the growing community rallying around what this next era of silicon and AI can be.

The Founders

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