The Chief Strategy Officer Podcast
The Chief Strategy Officer Podcast brings you conversations with global executives who lead strategy to share their unique experiences in tackling complex challenges, navigating disruptive technologies, and driving impactful growth.
The Chief Strategy Officer role can be lonely and misunderstood. In today's interconnected world, no single leader has all the answers. To learn more about how Outthinker's network of leading chief strategy officers can offer you time-saving solutions, trend insights, and invaluable peer connections - visit outthinkernetwork.com.
The Chief Strategy Officer Podcast
#23—AI, Infrastructure, and the New Battlegrounds of Value : Insights from Shantnu Sharma
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Today’s guest is Shantnu Sharma, a senior public-company executive who has led enterprise strategy, transformation, and corporate development across the semiconductor and digital infrastructure ecosystem. Shantnu’s career spans leadership roles at Western Digital, Arrow Electronics, AMD, and McKinsey, giving him a rare perspective on how technology strategy, capital allocation, and competitive advantage are being reshaped by AI from the infrastructure layer up. In this conversation, we explore the forces shaping AI’s next phase and unpack what strategy leaders need to understand about the bottlenecks, value shifts, and strategic tradeoffs emerging across the semiconductor and digital infrastructure landscape.
Things we will cover:
• How semiconductor capacity, talent, and execution constraints are shaping the pace of AI growth
• Why the distinction between AI training and inference matters for infrastructure strategy and economics
• How advanced packaging and supply chain choke points are becoming new sources of strategic advantage
• What the “convergence frontier” could mean as AI moves into physical industries like manufacturing, logistics, energy, and healthcare
• The bull and bear cases for AI’s future, including regulation, power constraints, and the difficulty of scaling into messy real-world environments
From semiconductor strategy to AI infrastructure and long-term value capture, Shantnu brings a highly informed perspective on where AI is going and what Chief Strategy Officers should be paying attention to now.
- Learn more about Outthinker's community of chief strategy officers - https://outthinker.com/
- Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks
