A conversation about AI, energy and semiconductor innovation with Sundeep Bajikar, Applied Materials

In this interview, Sundeep Bajikar, Vice President of Corporate Strategy and Marketing at Applied Materials, discusses the evolving role of the semiconductor industry in enabling the next generation of AI technologies. He outlines how shifts beyond traditional scaling are reshaping innovation, with new materials, architectures and advanced packaging becoming critical to delivering performance gains while managing rising energy demands.
 
The conversation explores how increasing demand for compute is placing pressure on infrastructure and sustainability frameworks, as well as the need for stronger collaboration across the value chain. Bajikar also reflects on how industry, policymakers and energy stakeholders can align to support a resilient and efficient digital ecosystem. Watch the full interview for insights into the strategic priorities shaping AI and semiconductor innovation.