In this engaging discussion, Tim Archer, President of Lam Research, shares insights on the company’s robust performance and innovations in semiconductor production. Tony Sarsom, President and CEO of SpartanNash, reveals strategies to tackle inflation and boosts from unexpected quarterly results. Meanwhile, Jayshree Yulala, Chair and CEO of Arista Networks, highlights the transformative impact of AI on cloud networking and shares perspectives on stock performance, positioning Arista as a key player in the tech landscape.