GSA Awards Celebration 2025 | Manisha Gambhir, Marvell

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Manisha Gambhir

Senior Director

Marvell Semiconductor

play_circle_outline Celebrating Excellence: GSA Awards Gala Honors Industry Leaders with Nominations for ARM and Marvell

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Manisha Gambhir, Marvell

Manisha Gambhir

Senior Director Marvell Semiconductor

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 facto... Read more

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John Furrier

>> Welcome back, everyone. I'm John Furrier, host of theCUBE. We are here at the Gala Event, the GSA Award Celebration every year at this time. The leaders come together to get their awards, have a great dinner, see everyone in the industry. And of course, we ran into CUBE alumni, Manisha is here. She was at the GSA, was a featured lead, technical leader at our awards. Not awards, so our technical program, theCUBE. Good to see you.

Manisha Gambhir

>> Good to see you, John. .

John Furrier

>> So ARM is here. You're up for an award.

Manisha Gambhir

>> Yes, yes. Marvell is up for an award today. It's a big night. Most respected public company in five billion plus, and we are here to cheer the on. Yes.

John Furrier

>> All right. So how are you doing? Because this has been quite a year. The industry's been moving at a fast pace. It's a celebration tonight.

Manisha Gambhir

>> Yes.

John Furrier

>> People are smiling.

Manisha Gambhir

>> Absolutely.

John Furrier

>> It's a fun night. What's it like?

Manisha Gambhir

>> Yeah, absolutely. I think it's a fun night. I mean, look at the stock. Stock is doing great. What I see as a technology landscape, I think last time we talked about Cambrian evolution of interconnect, right? That's the space we work on, and definitely the space is exploding. As we are at this huge inflection where AI-driven hardware explosion.

John Furrier

>> And the silicon game is hot right now.

Manisha Gambhir

>> Yes.

John Furrier

>> I just came back from re:Invent. I've just got off a plane to come here. The cloud and AI factories, you're starting to see all the new things forming on top of the infrastructure, yet there's so much more coming next year. So this is just the beginning.

Manisha Gambhir

>> This is just the beginning. This is just the beginning.

John Furrier

>> The act one.

Manisha Gambhir

>> Act one, absolutely.

John Furrier

>> What are you most excited about right now in the industry as a participant and a leader?

Manisha Gambhir

>> What I'm excited most about is that we are at the cusp of a revolution. We know what's ahead of us, maybe a year or two years, but what comes after that, right? The AI models and the infrastructure demands that's fueling this explosion, it's nothing short of an industrial revolution that we had. So we definitely are at the cusp of things that we don't know yet.

John Furrier

>> I have to ask you, I get this question all the time from young people. What's it like to live without cellphones? Once I did, but there's a lot of young people out there. What advice do you have? Because there's so much opportunity for science right now.

Manisha Gambhir

>> Yes.

John Furrier

>> The computer science, the physics, the invention that's happening. Share your thoughts, because I think you're an inspiration. I really like interviewing you because you have great personality, but you're doing on cool stuff. But people are coming into the business now right out of college. People might change careers, but mainly that young engineer. What's out there? What are the problems? What are some opportunities? What's your advice?

Manisha Gambhir

>> So number one advice I give to all young folks that come in, follow your passion. If you are really good at it, you're passionate about it, you're going to make a mark at it. Following a fad can go only so far. So if you are excited about computer science, go for it. If you're exciting about programming, I know folks say that maybe the software jobs will be replaced, but there are new paradigms to be discovered. How to enable efficiency within our systems. Hardware is taking a hot seat now. So my advice to young folks out there is to follow what you really are passionate about. Opportunities are plentiful and they will come in many different forms and places.

John Furrier

>> I was talking to a research scientist who's now founder of a company doing a really cool thing with audio with LLMs and he was a research physicist. And I go, "How the hell did you get into this business?" And his answer was, "I was adjacent to this other thing, but I didn't know it." But it turns out his love for physics translated directly to what he was adjacent to. I'm like, "What's the point?" He goes, "Adjacency is really important. Be around the areas you love, but don't chase the big money or stay with your research." He's not an engineer, but that was his view. I really appreciate that.

Manisha Gambhir

>> Think about quantum computing at this point. We are looking at computing paradigms. It used to be a very esoteric, very research oriented field, but it's coming in mainstay now. We're talking about analog computers, quantum computers, all sorts of computers, anything to break that barrier between memory and the compute. So all things that are research and might be so esoteric are now can be invoked.

John Furrier

>> The research time horizon used to be what, 10, 15, 20 years?

Manisha Gambhir

>> Yes.

John Furrier

>> Now, it's like five.

Manisha Gambhir

>> It's like five years. And if you look at AI space, we no longer have barriers to publish. They put it out there in open source first before it gets into a paper. The barriers of publications and getting it out there are also lowering.

John Furrier

>> Well, I'm going to be looking for the award winners. If you guys win, we'll be backstage.

Manisha Gambhir

>> Yes.

John Furrier

>> Great to see you.

Manisha Gambhir

>> Absolutely, John.

John Furrier

>> As always, thanks for the commentary. That was great. I'm John Furrier with theCUBE, we are here. We'll be back after this short break.

Manisha Gambhir

>> Thank you.