Technology + Media + Telecom
Insights from Mizuho’s 2025 Technology Conference: Chips, AI, and the road ahead
At Mizuho’s 2025 Technology Conference, the message was clear: the future belongs to those who don’t just adopt AI but build around it. With AI at the center of the discussion, Senior Equity Research Analysts Dan Dolev, Vijay Rakesh, Gregg Moskowitz, and Siti Panigrahi delve into the rise of AI agents, the growing demand for DRAM and NAND, and the shift toward real-world integration.