GSA Awards Celebration 2025 | Danielle Shown, Microsoft

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Danielle Shown

Silicon Cloud HW & Infastructure

Microsoft

play_circle_outline Overview of the GSA Award celebration for the semiconductor industry, likened to the Oscars.

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Danielle Shown, Microsoft

Danielle Shown

Silicon Cloud HW & Infastructure 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 – w... Read more

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John Furrier

>> Welcome back everyone. I'm John Furrier, host of theCUBE. We are in San Jose for the Gala Awards. This is the GSA award celebration for the semiconductor industry. It's a night where everyone gets together. It's the Oscars of the semiconductors. Danielle Shown is here, CUBE Alumni from Microsoft Silicon Cloud Hardware Engineer. Great to see you again. Thanks for coming back on theCUBE. We're on a red carpet vibe here.

Danielle Shown

>> Yeah, it's great to see you. This is a lot of fun. This is the third time that I've been here to the GSAs, and it's super exciting to see the different groups and especially the ones that get the honorary awards, but the smaller companies and the startups and everything that's new that's happening within the semiconductors.

John Furrier

>> They respect the pioneers. They have the awards, the up and comers, the public company. They got awards for everything now.

Danielle Shown

>> They do, but it's all good.

John Furrier

>> It's my first time, and I'm really psyched to be here, and I think this is a pivotal time. When you came on theCUBE and we had the leaders on Palo Alto, silicon and hardware, it was a great year. I mean, reflecting on this year, how would you describe this year?

Danielle Shown

>> This year, just everything to do with the cloud and with semiconductors and with silicon, it's just been explosive. The AI transition just really is that next revolution. I kind of equate it to when the internet first became a thing, AI is that level of revolution in the industry.

John Furrier

>> People are amped up. And the innovation, what do you think is going to be like on the docket for next year if you had to continue? Is it the same trajectory, more growth? What's the vibe feel like?

Danielle Shown

>> I think we're growing as fast as we can, but I think that toured pace is going to continue for growth.

John Furrier

>> All right. So what do you expect tonight for awards?

Danielle Shown

>> I don't know. I know NVIDIA took some awards last year. A couple of the European companies took some awards last year. The up and comers are always super exciting, but I don't know. I'm not a good predictor.

John Furrier

>> I'll ask you a question. I won't get Microsoft PR involved, but what's the coolest thing you're working on now in high level? Just big picture. What's the coolest thing you're working on?

Danielle Shown

>> Just the scale out within the cloud and the proliferation of SKUs, giving customers the right mix of AI hardware and just general purpose compute and storage, because it all has to go together. You can't have one without the other. And so just really the ability to bring everything together and give our customers the highest level of choice with respect to what they want to do, but the growth is going to be the big thing. Getting your hands on parts is going to be the big thing. The supply constraints are real.

John Furrier

>> Yeah. Really real. And the get smaller, faster, cheaper theme of semiconductors coming. One of the things that I've been really watching carefully, I love to get your thoughts on this, is that I love the AI factory, I love the cloud, love the silicon advancements, love the AI infrastructure. But when you think about the edge, like with wireless hyperconverging, we're seeing hyperconverged at the wireless edge. Imagine putting a little AI factory box. The size of a brick and a retail outlet connecting all the wireless spectrum and wireless unlike the spectrum.

Danielle Shown

>> Yeah.

John Furrier

>> That changes the game.

Danielle Shown

>> It does. And those edge devices have to be just as capable as what's sitting there in your cloud because they're gathering that information and they're sending it to your cloud. And your phone can be the latest AI factory. That's what people expect.

John Furrier

>> Yeah.

Danielle Shown

>> Right?

John Furrier

>> That's coming fast.

Danielle Shown

>> It is.

John Furrier

>> I think hyperconverged edge is going to be the biggest trend next two years because that would open up all these agents to do their jobs, because agents can work across these factories.

Danielle Shown

>> Yeah.

John Furrier

>> You need the chips to do that. That's the problem.

Danielle Shown

>> Right. And getting the individual agents is easy. Orchestrating those agents is hard, and that's really where the industry is going this year.

John Furrier

>> Got to have the end. Great to see you, Danielle. Thanks for coming on. Appreciate it. We're doing a quick grab, hallway grab with all the leaders here at the GSA Awards. Thanks for watching.