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  • Ahead In The Cloud: Managing IT in a Technology Company with Nishit Sahay

    October 09, 2023
  • “We think that cloud has been there for a long time, so it should be extremely mature, which is not. It’s a journey.”

    “When you make a mistake in a physical chip, it is not $1,000 mistake. It is tens of millions of dollars.”

    “Marvell as a company defined its strategy around data infrastructure. We realized that's the future.”

    “Generative AI has a big role to play in making electronic design automation process more efficient. And cloud is a place for generative AI.”

    - Nishit Sahay


  • We think that cloud has been there for a long time, so it should be extremely mature, which is not. It's a journey, and it's on a good pace for that journey.
  • When you think about cloud systems, platform as a service or software as a service. For these type of systems, you have to have a good end state in mind. And they work excellent when you have well-defined end state. You can put your processes in. It automates really well. It's very efficient. But when you're talking about acquisition, there's always a transitionary phase. There are certain things which is common across acquisitions. But most things are depending on the company you're acquiring.
  • The five big companies that we went after, the supply chain were significantly different, technologies were significantly different. So when you say, "I have a fixed way of doing integration," that doesn't work. So that's one of the flaws, I would say, of the cloud ecosystem or one of the improvement opportunities of the cloud ecosystem.
  • The buzzword lately is generative AI, that has tremendous impact on our ability to do good integration. So while it is not fully mature, I don't think it's too far from being the platform of choice when you're doing integrations.
  • Inphi, it's a $10 billion acquisition, a massive-sized company, extremely complicated. We integrated all the ERP systems, supply chain, portal, CRM, within two months of the deal close. Now, that, I don't think anybody can beat.
  • So the secret formula here is collaboration, and it's like a Goldilocks situation. You have to get everything right. We all come together, business, IT, our implementation or integration partners like Infosys, we come together, and we give our best for this to happen.
  • Early in the project, we come up with very detailed logistics on what exactly we want to do, what are the gaps, and how are we going to fill it. So when we do the project at that point is pure execution. There's not a whole lot of misalignment. There is no confusion.
  • Electronic design automation (EDA) is a tool set, which is for the engineers to design and develop chips. Then you layer in this complexity of Quantum Realm, let's say, or 5 nanometers and 3 nanometers of this extremely small size, then you can appreciate how complicated these things get. Talking about millions of simulations that's running, there is no room for mistake. So you have to be perfect with your design, with your testing, video verifications and whatnot.
  • When we move EDA to the cloud successfully, we'll probably be the first one for our size a company to do something like this. So why are we the pioneers here? Cloud has been there forever. The main thing is there was not a whole lot of optimization.
  • First of all, the technology and the landscape that I just mentioned, it is very complicated. You have to have tons of investment from all the parties, the hyperscalers, the EDA companies, semiconductor, other software developers, development companies to come together and build this platform cohesively.
  • It’s much easier if we just take EDA and just move it to infrastructure-as-a-service. That's not what we are aiming for. We are aiming for using the true scalability of cloud to get us to where we want to get to.
  • If you're a regular person who has never done programming in all their life or haven't ever heard of what statistics is, you can still come up with an idea and implement that using generative AI. You don't need to know all of that.
  • So, over next few years, you will see tremendous ideas coming from this area. The entire world can use this complicated technology. This democratized machine learning and AI. So it will have a powerful impact on the future. But at this time, once this technology is adopted, it will be a big game changer.
  • Marvell as a company defined its strategy around data infrastructure. We realized that's the future. Data is the new oil or data is the new gold. We invested in that. And earlier, it was about 5G automotive and still is about 5G automotive. And then AI became a major player in cloud. And that's where it is coming back and helping our growth because cloud is what is enabling generative AI.

Show Notes

  • 00:06

    Chad introduces himself and Nishit.

  • 00:42

    Nishit talks about his journey.

  • 01:28

    Describe to me what your role and mission is at Marvell as the CIO?

  • 02:18

    One area where there's room for improvement is using cloud to integrate acquisitions. First off, how does that finding strike you? And then let's talk about Marvell's experience in acquisitions and integration.

  • 04:36

    What kind of advice would you have for someone who's looking to get better at integrating acquisitions from kind of a systems and process standpoint?

  • 06:38

    Is there something along the way that persuades them that you could do this this quickly? Can you capture a moment when that's like, "Okay, yes, this is real," where you convert those doubters?

  • 07:44

    7,000 employees, mostly engineers, $5.9 billion. How do you run a company that lean to produce that much top-line revenue?

  • 09:01

    Nishit, think back to when you first started working with semiconductors or microchips. What was the state of the art then? And how does that compare with the product that you guys are selling today?

  • 11:31

    So EDA has been around for a while. But now, Marvell is in the process of moving EDA to the cloud. Why are you doing that?

  • 14:22

    In the 2021 during the pandemic, Marvell was the first to warn the world that we were going to face a microchip shortage. How did you all become aware of that?

  • 15:44

    Are you a believer in generative AI?

  • 17:01

    Where do you see generative AI having the greatest potential to make an impact?

  • 18:43

    What does expanded AI driven by cloud mean for chip makers, including Marvell?

  • 20:45

    Nishit, is there anything that you wanted to talk to that we neglected?

About Nishit Sahay

VP, Chief Information Officer at Marvell Technology

Nishit Sahay

Nishit Sahay is a seasoned technology leader with an extensive background in steering organizational strategies through innovative IT solutions. Currently, as the Chief Information Officer at Marvell Technology, they are at the helm of technological advancements, aligning digital infrastructure with business objectives and driving operational excellence.

At Marvell Technology, before assuming the position of CIO, Nishit served as the Vice President of Enterprise Business Applications. During this tenure, they were instrumental in spearheading digital and data-driven transformations. Their leadership was particularly pronounced in managing rapid integration of large Mergers & Acquisitions, ensuring seamless operational continuity and maximizing value.

Before joining Marvell, Nishit held leadership positions at Maxim Integrated, SAP, and other organizations, directing ERP, manufacturing, and supply chain transformations.

Academically, Nishit holds a Master's degree in Technology Management from the Wharton School at the University of Pennsylvania and a Bachelor's degree in Electrical Electronics from Nagpur University.