In an Age of Intelligence, semiconductors are back—and several companies are looking for a bigger piece of a fast-growing market. What should we expect from the next wave of competition? Andrew discussed how the latest chip advancements are informing AI’s capabilities and their strategies for snagging more market share. Andrew Feldman, Co-founder and CEO, Cerebras Systems Mark Papermaster, Executive Vice President and Chief Technology Officer, Advanced Micro Devices (AMD) Sandra Rivera, Chief Executive Officer, Altera ModeratorSharon Goldman, Fortune.