Name: GSA Awards Celebration 2025
Start: 2025-12-09T18:00:00.000Z
End: 2025-12-09T20:00:00.000Z

Tuesday, December 9 (UTC)

ON DEMAND

Gopi Sirineni, Axiado

In this interview from the GSA Awards Celebration, Gopi Sirineni, founder and chief executive officer of Axiado, joins theCUBE’s John Furrier to discuss the company’s momentum following a significant $100 million Series C+ funding round. Sirineni contextualizes the electric atmosphere of the event, often dubbed the "Semiconductor Oscars," against a backdrop of explosive industry growth driven by AI, networking and optical advancements. He shares his perspective on the current semiconductor boom, comparing it to the industry's rise 30 years ago, and emphasizes that despite fears of market hype, the sector is only scratching the surface of AI infrastructure's potential.

The conversation delves into Axiado’s strategic role in securing AI infrastructure through its Secure Control Module (SCM), which integrates AI features to enhance platform security and management efficiency across various compute architectures. Sirineni outlines how the fresh capital will fuel a massive ramp-up in operations, sales and supply chains to meet insatiable market demand. With Axiado nominated for a startup award and poised for a pivotal 2026, Sirineni highlights strong customer traction across major AI players and reflects on the broader "reunion" spirit of the event as industry leaders collaborate to build the next generation of data centers.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Gopi Sirineni
Founder, President & CEO Axiado
ON DEMAND

Jensen Huang, NVIDIA

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Jensen Huang
President & CEO NVIDIA
ON DEMAND

Albert Liu, Kneron

In this segment from the GSA Awards Celebration, Albert Liu, founder and chairman of Kneron, joins theCUBE’s John Furrier to discuss the evolution and commercialization of Neural Network Processing Units (NPUs). Liu highlights Kneron’s status as a pioneer in the field, noting that the company is currently shipping millions of chips annually with multiple distinct products already in the market. The discussion sets the stage for how specialized silicon is moving beyond niche applications to become a standard in the global semiconductor landscape.

Liu and Furrier explore the industry’s architectural shift, framing the move to NPUs as a necessary migration for energy efficiency – distinct from the power-hungry GPU clusters currently driving large language models. Liu outlines a future defined by "physical AI," where dedicated, cost-effective AI chips are embedded in everything from PCs and smartphones to human-like robots and automobiles. The interview also touches on the critical convergence of wireless networking and AI computing, emphasizing the need for faster inter-chip communication to support the proliferation of edge intelligence.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Albert Liu
CEO Kneron
ON DEMAND

Sanjay Gupta, Auradine

In this theCUBE exclusive GSA Awards Celebration segment, Sanjay Gupta, chief strategy officer of Auradine, joins John Furrier to discuss why ultra-low-power semiconductor innovation is becoming a defining issue for AI-scale infrastructure. Gupta explains how Auradine is developing technologies that reduce power consumption in AI XPU chips, with additional applications in areas such as blockchain, helping address major power and efficiency challenges across modern data centers. As a finalist for the “Most Respected Private Semiconductor Company” honor, he reflects on what this recognition means for the company and for an industry gathering at what many consider the “Oscars of the semiconductor industry.”

The conversation looks ahead to a future where rising AI demand turns power and cooling into primary constraints and strategic levers for AI infrastructure. Gupta and Furrier revisit their earlier discussions about the industry’s power envelope and why reducing consumption by an order of magnitude, paired with specialized new cooling techniques, could shape how AI infrastructure is built and scaled in the years ahead. Set against a backdrop of rapid AI build-outs, the discussion underscores how efficiency breakthroughs in chips and infrastructure are becoming central to the next era of data center design.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Sanjay Gupta
Chief Strategy Officer Auradine
ON DEMAND

Manisha Gambhir, Marvell

In this GSA Awards Celebration segment, Manisha Gambhir from Marvell Semiconductor joins theCUBE’s John Furrier to discuss the electric atmosphere of the event and Marvell's nomination for "Most Respected Public Company." Gambhir reflects on the current "Cambrian evolution" of interconnects, noting that the industry is currently at a major inflection point driven by the explosion of AI hardware. The conversation highlights how the silicon market is heating up, marking just the beginning, or "Act One”, of a massive industrial shift fueled by cloud and AI factory demands.

The discussion also explores the future of computing paradigms, from quantum to analog, and the breaking down of barriers between memory and compute. Gambhir shares insights on the rapidly shortening research time horizons, where innovations now move from open source to application in just a few years. She offers advice to the next generation of engineers, encouraging them to follow their passion rather than fads, and emphasizes that despite fears of software job displacement, new opportunities in hardware efficiency and system enablement are plentiful in this new era of science and physics.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Manisha Gambhir
Senior Director Marvell Semiconductor
ON DEMAND

Danielle Shown, Microsoft

In this conversation at the GSA Awards Celebration, theCUBE’s John Furrier catches up with Danielle Shown, silicon cloud hardware and infrastructure engineer at Microsoft Corp. and longtime theCUBE alumnus, to unpack how an “internet-level” AI revolution is reshaping semiconductors, cloud infrastructure and industry momentum. Shown reflects on an explosive year for silicon and AI in the cloud, sharing how Microsoft is scaling out infrastructure and expanding SKUs to give customers the right mix of AI-optimized hardware, general-purpose compute and storage – while navigating real supply constraints in a market that’s moving as fast as demand can grow.

The discussion also looks ahead to what’s next, from the rise of AI factories at the edge to hyperconverged wireless environments that turn everything from retail locations to smartphones into powerful AI endpoints. Furrier and Shown explore why edge devices must be as capable as the cloud they connect to, how orchestrating many AI agents is becoming a central challenge and why the semiconductor ecosystem – celebrated here at the “Oscars of semiconductors” – is critical to enabling the next wave of AI-driven innovation.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Danielle Shown
Silicon Cloud HW & Infastructure Microsoft
ON DEMAND

Pat Gelsinger, Snowcap Compute

In this interview from the GSA Awards Celebration, chairman of the board of xLight Pat Gelsinger joins theCUBE’s John Furrier to discuss the resurgence of the semiconductor industry and the critical role of new materials in driving future innovation. Gelsinger details the recent announcement of xLight, a next-generation light source designed to revolutionize lithography by moving beyond current EUV limitations to wavelengths of two nanometers or below. He explains how this breakthrough addresses the economics of Moore's Law, allowing for faster wafer production and improved cost structures essential for maintaining the industry's thundering pace.

The conversation expands to Gelsinger's vision of the "Trinity of Computing," where classical computing, AI and quantum computing converge to solve previously impossible problems. Gelsinger describes AI as a "warmup" for quantum advancements and emphasizes how the integration of physics, material science and engineering is rebuilding the entire technology stack. They also touch on the significance of the GSA Awards, contrasting them with Hollywood events by highlighting how the semiconductor community creates tangible economic value and life-changing technologies for humanity.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Pat Gelsinger
Chairman of the Board Snowcap Compute
ON DEMAND

Erik Goodman, Tenstorrent

In this interview from the GSA Awards Celebration, Erik Goodman, chief financial officer of Tenstorrent, joins theCUBE’s John Furrier to discuss the semiconductor industry’s pivot from a year of uncertainty to one of unstoppable demand. Goodman breaks down Tenstorrent’s approach to AI hardware, detailing how the company is optimizing CPUs for AI workloads and monetizing IP across developer and data center markets. He highlights the "rollercoaster" nature of the past year and predicts that the accelerated investment in compute infrastructure will continue at a torrid pace well into the future.

The conversation also explores emerging applications ripe for disruption, specifically pointing to robotics and the automotive sector. Goodman explains the critical need for real-time processing in autonomous driving – where recognizing objects instantly is a matter of safety – and discusses the logistical challenges of disrupting the automotive supply chain. As Tenstorrent kicks off its Series E funding round, Goodman shares insights on positioning their technology for versatility across diverse markets, from edge devices to complex data center infrastructures.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Erik Goodman
CFO Tenstorrent
ON DEMAND

Hao Zhong, ScaleFlux

In this interview from the GSA Awards Celebration, Hao Zhong of ScaleFlux joins theCUBE’s John Furrier to discuss the pivotal role of storage in the rapidly evolving AI landscape. Zhong shares insights from the "Oscars of the semiconductor industry," highlighting how ScaleFlux is capitalizing on the massive demand for data infrastructure. He breaks down the three pillars of AI infrastructure – compute, interconnect and data storage – noting that while compute and interconnect have seen significant investment, storage is now emerging as the critical next frontier for eliminating bottlenecks in AI data pipelines.

The conversation delves into why storage performance must scale alongside GPU and TPU advancements to support context-heavy AI models and vector embeddings. Zhong explains the necessity of a balanced system architecture where processor, DRAM and SSD capabilities grow in parallel. With data generation rates accelerating beyond historical norms, Zhong outlines how ScaleFlux is addressing the capacity and performance gaps that threaten to slow down AI workloads, describing the current market environment as the best time he has seen for the data storage industry.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Hao Zhong
CEO ScaleFlux
ON DEMAND

Bonnie Hyun, NYSE

In this interview from the GSA Awards Celebration, Bonnie Hyun, head of capital markets at the NYSE, joins theCUBE’s John Furrier to discuss the semiconductor industry’s resurgence and the evolving landscape of tech IPOs. Hyun highlights the NYSE’s strong momentum, noting that the exchange hosted six of the top eight billion-dollar IPOs this year, and emphasizes how the semiconductor sector has shifted from consolidation to becoming the engine of the AI economy. The conversation explores the "new NYSE" under Intercontinental Exchange (ICE), where data capabilities across equities and commodities are helping elevate next-generation companies in the AI and hardware ecosystem, including innovators like Ambiq.

The discussion also dives into the capital markets outlook for 2026, with Hyun predicting a return to a normalized IPO pace driven by large-scale, profitable tech companies. She addresses the dynamics between private and public markets, explaining how abundant private capital has allowed companies to mature longer before listing, while stressing the strategic benefits of public currency for M&A and employee liquidity. Hyun shares insights on the critical role of AI infrastructure – spanning storage, memory and networking – and expresses optimism about regulatory shifts aiming to revitalize the public listing process.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Bonnie Hyun
Head of Capital Markets NYSE
ON DEMAND

Tsu-Jae Liu, National Academy of Engineering

In this interview from the GSA Awards Celebration, Tsu-Jae Liu joins theCUBE’s John Furrier to discuss her recognition with a prestigious industry award and the collective strength of the global semiconductor ecosystem. Liu reflects on the evolution of the sector since her days as a student, noting how the exponential increase in transistor counts and the complexity of modern fabrication have surpassed early imagination. She highlights the critical power of collaboration, echoing Dr. Morris Chang’s sentiment that specialization, when combined with shared purpose, enables the community to achieve results far greater than the sum of its parts.

The discussion then turns to the future of infrastructure and the mainstreaming of AI, with Liu expressing optimism about the limitless room for innovation still available on the horizon. She emphasizes the profound responsibility that comes with technological advancement, urging engineering students and industry leaders alike to remain cognizant of ethical implications. Liu advocates for a focus on sustainability and inclusivity, ensuring that the tremendous power of semiconductor technology continues to be utilized as a force for good and global stability.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Tsu-Jae Liu
President National Academy of Engineering
ON DEMAND

Rong Pan, AMD

In this interview from the GSA Awards Celebration, Rong Pan, corporate vice president at AMD and recipient of the GSA Women of Influence Award, joins theCUBE’s John Furrier to reflect on what the recognition means for her and for the broader semiconductor community. Pan shares how AI is reigniting interest in electrical and computer engineering, making semiconductors “fashionable again” as next-generation workloads drive demand for advanced infrastructure. She also highlights her work at AMD on industry collaboration around the Ultra Ethernet Consortium, which recently published its first specification to help extend Ethernet for the AI era and power large-scale clusters.

The conversation also touches on the growing impact of women in semiconductors and the importance of visible leadership for inspiring the next generation. Pan describes the award trophy as a relay torch – a symbol of her commitment not only to finishing her leg of the race strong, but also to passing opportunities forward to new leaders entering the industry.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Rong Pan
Corporate Vice President, Network Architecture AMD
ON DEMAND

Ford Tamer, Lattice Semiconductor

In this interview from the GSA Awards Celebration, Lattice Semiconductor Chief Executive Officer Ford Tamer joins theCUBE’s John Furrier to discuss the company’s industry recognition and its strategic position within the AI-driven semiconductor boom. Tamer explains Lattice’s role in providing "companionship" chips – low-power, small-size FPGAs – that function alongside CPUs and GPUs in data centers. He highlights the intense market momentum, noting that demand is "on fire" across both data center infrastructure and physical AI applications, signaling a strong growth trajectory into 2026.

The segment also delves into the concept of "physical AI," moving beyond large language model processing to how chips enable autonomy in the real world. Tamer outlines the practical impact of these technologies, from robotaxis and advanced medical arms to future humanoids and industrial equipment. As the sector revitalizes, the conversation underscores the importance of component collaboration – connecting sensors, LiDAR and cameras – to build the foundation for a deeply interconnected, automated future.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Ford Tamer
CEO Lattice Semiconductor
ON DEMAND

Jitendra Mohan, Astera Labs

Mohan joins John Furrier just moments after Astera Labs was named GSA’s “Most Respected Public Company.” Mohan reflects on the company’s journey from winning “Most Respected Private Semiconductor Company” just a few years ago to now being recognized on the public stage, sharing the moment with his co-founders and global team. Set against the industry's broader focus on how AI factories and advanced semiconductors are reshaping enterprise infrastructure, he talks about being in the right place at the right time for AI-driven innovation and doubling down on ever more complex products that serve customers’ most demanding needs.

The conversation also explores what the mainstream rise of semiconductors and AI really means for everyday life. Mohan highlights how AI is already changing how people search for information, accelerating breakthroughs from drug discovery to self-driving cars, and making day-to-day experiences easier and smarter – all while underscoring the importance of keeping AI in the right hands, with the right regulations and ethical guardrails. It’s a concise look at how companies like Astera Labs are helping power the AI era, with implications for work, play and society at large.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Jitendra Mohan
CEO Astera Labs
ON DEMAND

Patrick Little, SiFive

Backstage at the GSA Annual Awards Gala – the “Oscars of semiconductors” – SiFive CEO Patrick Little joins theCUBE’s John Furrier to celebrate SiFive being named “Most Respected Private Company” and reflect on a standout year in 2025. Little talks about what it means to operate as a private company “in the land of the giants,” how SiFive’s hundreds of customers across nearly every major high-tech player have powered its growth, and why this moment represents an “embarrassment of riches” in terms of opportunity and partnership across the semiconductor ecosystem.

Fresh in from AWS re:Invent, Furrier connects the energy at the GSA Awards to the rapid build-out of AI infrastructure in the cloud, at the edge and everywhere in between. Little underscores just how fast things are moving in silicon and AI-driven compute, noting that while the industry already feels like it’s moving at full speed, “this is the slowest they’ll ever move” as 2026 shapes up to be an even more intense and opportunity-rich year for innovators like SiFive.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Patrick Little
CEO SiFive
ON DEMAND

Charlie Kawwas, Broadcom

In this interview from the GSA Awards Celebration, Charlie Kawwas, president of the Semiconductor Solutions Group at Broadcom, joins theCUBE’s John Furrier to discuss the significance of Broadcom’s recognition as the "Most Respected Public Semiconductor Company." Kawwas reflects on the honor of receiving the award among a field of distinguished nominees and emphasizes the critical role of peer connection within the semiconductor community. He highlights that the award is not just a validation of Broadcom's performance but a testament to the strong partnerships and professional networks that define the industry’s success.

The conversation shifts to the necessity of collaboration in an era defined by open standards and complex supply chains. Kawwas references his previous discussions on "OSP" (Open, Scalable, Power-efficient) architectures and argues that true openness is impossible without deep cooperation across the ecosystem – from fabs and chip manufacturers to software providers. As Furrier notes Broadcom's strong market performance and stock trajectory, Kawwas reinforces the company's commitment to driving faster, smaller and more scalable interconnects while maintaining a resilient supply chain for the future.

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Charlie Kawwas
President Broadcom
ON DEMAND

Andreas Urschitz, Infineon Technologies

Google Calendar

Microsoft Outlook

Office 365

Download ICS

Andreas Urschitz
CMO Infineon Technologies