GSA Awards Celebration 2025

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.

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Gopi Sirineni
Founder, President & CEO Axiado
ON DEMAND

Jensen Huang, NVIDIA

In this interview from the GSA Awards Celebration, Jensen Huang, chief executive officer of NVIDIA, joins theCUBE’s John Furrier backstage after accepting the award for "Most Respected Public Company." Huang shares his enthusiasm for the current trajectory of the sector, describing himself as "completely fired up" about the impact the semiconductor community is having on the world. He outlines how the industry is currently reinventing computing as we know it, shifting from general-purpose software distribution to the creation of "intelligence factories" that generate intelligence and tokens in real time.

The conversation dives into the sheer scale of this transformation, which Huang identifies as the largest growth opportunity in semiconductor history. He explains that these AI factories will soon be ubiquitous – spanning centralized data centers, the edge and autonomous devices like robotics. Huang emphasizes that this shift represents a complete modernization of the technology stack, rebuilding every layer from the ground up for the first time in 60 years to integrate AI into every aspect of the global economy.

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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.

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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.

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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.

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Manisha Gambhir
Senior Director Marvell Semiconductor
ON DEMAND

Danielle Shown, Microsoft

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Danielle Shown
Silicon Cloud HW & Infastructure Microsoft
ON DEMAND

Pat Gelsinger, Snowcap Compute

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Pat Gelsinger
Chairman of the Board Snowcap Compute
ON DEMAND

Erik Goodman, Tenstorrent

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Erik Goodman
CFO Tenstorrent
ON DEMAND

Hao Zhong, ScaleFlux

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Hao Zhong
CEO ScaleFlux
ON DEMAND

Bonnie Hyun, NYSE

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Bonnie Hyun
Head of Capital Markets NYSE
ON DEMAND

Tsu-Jae Liu, National Academy of Engineering

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Tsu-Jae Liu
President National Academy of Engineering
ON DEMAND

Rong Pan, AMD

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Rong Pan
Corporate Vice President, Network Architecture AMD
ON DEMAND

Ford Tamer, Lattice Semiconductor

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Ford Tamer
CEO Lattice Semiconductor
ON DEMAND

Jitendra Mohan, Astera Labs

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Jitendra Mohan
CEO Astera Labs
ON DEMAND

Patrick Little, SiFive

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Patrick Little
CEO SiFive
ON DEMAND

Charlie Kawwas, Broadcom

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Charlie Kawwas
President Broadcom
ON DEMAND

Andreas Urschitz, Infineon Technologies

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Andreas Urschitz
CMO Infineon Technologies