Interviews

Fusen Chen

2024-12-06

This approach not only improves yields but also extends Moore’s Law in a cost-effective way. For us, this is a huge opportunity. We are positioned at the intersection of cost and performance, offering solutions that work for both cutting-edge and cost-sensitive markets. As demand for AI, high-performance computing, and low-latency solutions grows, we are positioned to meet these needs and play a key role in driving the industry forward.

Andrew Power

CEO

Digital Realty

2024-12-06

Growth requires significant investment, whether in expansive data halls or land and connectivity infrastructure. As a 20-year public company, we’ve mastered leveraging public and private capital to future-proof our customers’ growth. This ability to blend technical and financial strengths enables us to serve our customers while maintaining a robust trajectory for the business.

Dr. Glenn Ge

Co-Founder & CEO

TetraMem

2024-12-06

Establishing a strong market presence amidst intense competition from established digital solutions is also critical. The transition from digital to analog computing will not happen overnight—just as it took decades for transistors to replace vacuum tubes, we expect a similar timeline for analog computing to gain substantial market share in AI applications. Our focus will be on overcoming these obstacles while driving the adoption of our technologies in a rapidly evolving industry.

Dr. Yunji Corcoran

CEO

SMC Diode Solutions

2024-12-04

AI is another emerging sector, as data centers and servers demand efficient power supplies. Reducing heat generation and energy loss in these environments is critical, and ultra-fast rectifiers and silicon carbide devices are increasingly important in meeting these needs. These applications highlight the diverse ways our components enable efficiency in growing markets.

Mike Richmond

Head of Energy Group

McMillan

2024-12-02

Canada has the potential to play a significant role in the global green transition, particularly through the export of hydrogen, which allows us to leverage our abundant wind, solar, and hydro resources. If we can scale up hydrogen production and export it to places like Europe, we could have a major impact.

Raul Martynek

CEO

DataBank

2024-11-28

The good news is that our business is massively diversified, with over 2500 high-credit-quality customers. We feel very comfortable with our position. Unlike the unbridled investment in capacity during the 2000 era, investors today are more rational, demanding proof of demand before investing. My concerns revolve around potential oversupply and the adoption of technology that brings business value, but I believe these will solve themselves over the long term. It's more of a short-term or intermediate-term dynamic.

Gabriel Waisman

CEO

Nova

2024-11-28

Nova's metrology solutions are vital in achieving these results, as they enable precise process adjustments that prevent costly errors, reduce waste, and support high-volume production. Ultimately, our technology plays a fundamental role in maintaining competitive pricing and output levels.

Patty Long

President

Railway Supply Institute (RSI)

2024-11-28

Forty percent of U.S. freight moves by rail, and we believe that number should increase. Rail transport is recognized by the Environmental Protection Agency (EPA) as the greenest, and by the Federal Railroad Administration (FRA) as the safest, and most efficient way to move goods. Freight and passenger rail operate under different financial structures—freight is mostly privately funded, while passenger rail relies on public funding.

Omair Tariq

CEO & Founder

Cart.com

2024-11-28

Our mission is to provide infinite scalability to brands so they do not have to become a Home Depot or Amazon to access world-class infrastructure. If we continue solving problems and hitting our targets, the big milestones will come. There is no magic formula—it is about surviving, evolving, and growing consistently. If we do that long enough, we will get there.

Joseph Sczurko

U.S. Region President

WSP

2024-11-28

The United States is a complex and sometimes polarized landscape, but this diversity has allowed for steady progress. States like California and New York set high environmental standards, while others excel in renewable energy production. As a nation, the U.S. has made significant strides in sustainability, and the energy transition remains a long-term journey that will continue to showcase American innovation and leadership.

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