E28: Quantum & Chips — NVIDIA Conference Takeaways
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Artificial intelligence, or AI, is advancing at a blistering pace, impacting companies’ operating models and individuals’ daily lives.
Rob Rowe, U.S. Regional Director of Research, and Atif Malik, U.S. Specialty Semiconductors Analyst, attended NVIDIA’s GPU Technology Conference in March and share their takeaways from this AI-focused event — with topics including the current phase of agentic AI and the next phase of physical AI, the industry’s transition from training to reasoning, power demands and limitations, and the role of quantum computing.
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Rob Rowe, Head of Global Strategy and Macro Research and U.S. Regional Director of Research
Rob Rowe is Head of the Global Strategy and Macro Group (GSMG) as well as the U.S. Regional Director of Research. GSMG unites all of Citi's economists with fixed income, FX, equity and commodities strategists to create a common team providing research on the world's major economies and asset classes. Rob has been with Citi for 30 years serving in various capacities.
He originally joined Smith Barney Harris Upham & Company in 1989, working in investment banking, fixed income sales and research. In addition to his managerial responsibilities, he continues to provide portfolio strategy for select clients as part of his previous role overseeing the Global Bond Portfolio Analysis team. He has written numerous articles and publications on fixed income and portfolio strategy.
Atif Malik, Semiconductor Capital Equipment and Specialty Semiconductors Analyst
Atif Malik is Citi Research’s U.S. Semiconductor Capital Equipment and Specialty Semiconductors analyst, having joined Citi in 2012. Prior to Citi, Atif was the Senior Analyst covering Semiconductor Capital Equipment (including LED & Solar) and U.S. Memory Semis at Morgan Stanley for three years. He began his career at Applied Materials, where he spent seven years in various product marketing and management capacities. Atif earned his Bachelor of Science degree in Chemical Engineering & Chemistry from Caltech University.
