SBT AI Infra Summit Onsite Insights - What's Changing in AI with Marshall Choy, CBO, Rebellions

SBT Industries was thrilled to connect with Marshall Choy, Chief Business Officer of Rebellions, at AI Infra Summit 2026. In this conversation, SBT's President, Justin Kinsey, discusses with Marshall the key shifts that are happening as AI transitions from model training to inference, the ever-increasing expectations on silicon merchants as they become full-fledged system companies, and how Rebellions' approach to lowering total cost of ownership is impacting organizations from the Enterprise to telecom operators, to sovereign entities. Here are the questions and timestamps: 00:12 - Introduction 01:08 - The industry has shifted from "add more compute at any cost" to sustainable, inference-driven total cost of ownership. Over the next two to three years, how is Rebellions leading that charge? 03:52 - We're seeing a surge in non-traditional infrastructure buyers like neoclouds, national telecom operators, soverign nation initiatives, and so on. What are buyers asking for today that legacy Enterprise customers weren't asking for previously? 05:57 - Rebellions' Rebel platform relies on advanced chiplets paired with HBM3E to tackle massive models. For leaders trying to make sense of complex hardware, why is a chiplet-based NPU the right architectural move to break through the memory bandwidth bottleneck? 07:45 - Silicon performance in a lab test is one thing, but infrastructure operators care about "day one productivity". It's no longer enough for companies to be solely silicon providers, so how is Rebellions addressing customers' needs from a full rack perspective? 11:16 - Rebellions has an impressive, multi-disciplinary team and has been able to attract top people from the likes of SpaceX, IBM, Meta, and top fabless companies. As you continue to scale across the globe, where are you seeing the sharpest talent bottlenecks, and how are you overcoming those? 12:43 - If you were to forecast three to five years down the line, what impact do you hope Rebellions makes on this AI market, and what impact do you hope that you have in that? 14:24 - Signoff To learn more about the work that the Rebellions team is doing across silicon development and rack-scale deployments into come of the world's largest companies, visit: https://rebellions.ai/ To learn more about SBT's solutions for recruiting and talent attraction, visit: https://sbtindustries.com/ #aiinfrasummit #aiinfrasummit2026 #artificialintelligence #ai #compute #computing #inference #largelanguagemodel #largelanguagemodels #llm #llms #networking #networkinfrastructure #memory #server #servers #semiconductor #semiconductors #semiconductorindustry #venturecapital #ventureinvestment #executivesearch #retainedsearch #recruiting #talentattraction