Dr. Masaru TSUCHIYA
Partner, McKinsey & Company
Masaru is a Partner at McKinsey & Company and the Leader of Semiconductor Practice in Asia-Pacific region. He advises global clients on issues related to operational improvements, transformations, and corporate strategy.
Presentation Title
Perspective on Custom Silicon Accelerators for AI Data Centers
Abstract
As generative AI demand continues to surge, AI data centers are evolving rapidly to keep up. While the initial focus has been on AI training, we are now seeing a major shift toward AI inferencing at scale, driving new infrastructure challenges. In response, hyperscalers are increasingly turning to custom silicon accelerators to optimize performance, efficiency, and cost. In this sharing, we will explore the key drivers behind this transition, the implications for AI data center architectures, and what the future holds for custom silicon in the era of AI.