GSA Awards Celebration 2025 | Gopi Sirineni, Axiado

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Gopi Sirineni

Founder, President & CEO

Axiado

Inside the semiconductor revolution: 16 insights shaping the AI era from the GSA Awards

As artificial intelligence continues to keep markets hot, industry leaders are increasingly convinced that semiconductor innovation now depends as much on collaboration as it does on transistor counts. The complexity of AI-era systems has outgrown the ability of any single company to deliver progress alone.That shift was front and center at this year’s GSA Awards, an annual gathering honoring the companies shaping the chip industry’s next chapter

play_circle_outline Celebrating Innovation: John Furrier Hosts GSA Awards with TheCUBE Team Interviewing Semiconductor Winners in San Jose

play_circle_outline John Furrier interviews Gopi Sirineni at the GSA Awards in San Jose.

play_circle_outline Celebrating Semiconductor Innovations: Highlights from the GSA Awards, the Sector's 'Oscars' for Community and Advancements

play_circle_outline The event is likened to the "Semiconductor Oscars," emphasizing its significance in tech.

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Gopi Sirineni, Axiado

Gopi Sirineni

Founder, President & CEO 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... Read more

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What is the context of the event being celebrated in San Jose and who was interviewed regarding their recent financing? add

What event are semiconductor companies and leaders attending, and what significant achievement was mentioned regarding Axiado? add

What is the significance of the awards being discussed in the text? add

What is referred to as the "Semiconductor Oscars"? add

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Gopi Sirineni, Axiado

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>> Hello, I'm John Furrier with theCUBE. We are in San Jose for the GSA Awards celebration. All the top semiconductor companies and leaders are here to celebrate the end of a great year. Of course, they pick a lot of winners. We'll be backstage doing interviews. Gopi Sirineni, founder and CEO of Axiado's here. Now, Gopi, great to see you again on theCUBE. You're about to go up to the VIP area. A lot of action here, celebrating the awards. Congratulations on your financing. A couple days ago, $100 million series C?

>> C+.

>> C+. Congratulations. Great to see you.

>> Thank you. Thank you, John. Good to see you and Brian too also. Thanks for the opportunity.

>> Yeah. Brian Bowman's here, the NYC Wired, theCUBE, collaboration. This is our first time covering the awards with theCUBE. NYC Wired's been here before. It really is grown to be almost a Hollywood-like feel for tech-

>> Oh, we call this is Semiconductor Oscars. Oscar. This is our Semiconductor Oscar. So Jodi did a great job on this.

>> Jodi's amazing. The GSA organization. We featured their top women leaders a month ago in theCUBE in Palo Alto. But it is like the Oscars for semi. And now more than ever, you guys got some fresh financing. We saw Celestial AI just got bought by Marvell for over $5 billion. A really hot market is starting to see that everyone kind of come together. There's a real push. Although they're celebrating here, it's going to continue to next year. What's your take on all this?

>> Yeah. I mean, this is the time of the... Again, it's been 30 years ago with the semi boom come up, too, and now it's 30 years later coming up and technology, compute started with GPUs come up, or any XPUs come up to be. Then networking and optical and enablement, AI, all that stuff is coming to be. This is a good time to be in a semiconductor world.

>> And it's just going to get bigger. I mean, we're seeing all the discussion around large scale systems, AI factories, even Amazon's going with that term. But we haven't even just scratched the tip of the iceberg yet. Just look at the consumer devices coming on the edge. You got Edge AI coming quickly. It's going to be a massive growth. Share your thoughts on the headroom involved in what AI infrastructure's going to look like.

>> So the AI side, as we just talked about, compute. Compute is coming up to be higher. People talking about whether something is going to bust and all that. No, it's not hype in here. It's we just scratch surface in this industry at all. Everything has to be changed in the olden days, like a calculator was invented. A smartphone was invented, and there's a lot more growth from there. Every application has to use this technology. Every application needs a computer engines to be. So it's just a beginning, I think-

>> Talk about your growth capital, 100 million plus C+ round. Talk about the momentum that you have. Obviously, chips and security, artificial intelligence systems need to have low-level silicon code. Talk about the momentum that you're seeing.

>> Yeah. As we just talked about, we are happy to be in the AI infrastructure side. We supply something called a management card or SEM, secure control module. So which is with AI features inside, we address the security management efficiency of every platform. Doesn't matter whether it's GPU, XPU, CPU, and everything in the matter. So this money is... We have the good customer traction. We can't talk about every customer at public yet, but 2026 is going to be huge for us to be. So this money should be able to enable us to marketing, sales, operations, supply, support and-

>> So you're ramping up.

>> Completely ramping up. Yeah.

>> You feel good about your customer base? You can't talk about it publicly. They're probably all the big names.

>> You can talk about every AI company in the market today using chips that we will be part of that. That's all I can say, but yeah, we're ramping up everything to be able to make sure that company go to the next level.

>> How do you feel about next year, 2026? Obviously, the market is irrational in many ways, but the game looks really strong. The demand seems to be insatiable appetite for-

>> Yeah. We see a demand across the board. It's like everybody's building data centers to be. Whether it's exuberant or not, right now it's needed, and every company wanted our solution to also. It's been five and a half years for the company. I think we are in the right time, and we see next year's gangbusters here for us.

>> What's your plans for tonight? You're going to go mingle up in the VIP area, have a nice dinner, sit back, watch the Oscars.

>> Yeah. So I've been coming to this. I've been in industry for 30 years, so I've been coming to this almost at least 15 years for sure. I've been part of the Qualcomm, Marvell, Cavium, winning their awards. Maybe it's our time. We're nominated for a startup company of the award. Happy to share that. Hopefully, we win. So we believe that and everybody's a good companies to be but, enjoying in here, a lot of old friends comes on meet. We call it almost reunion in semi-wards.

>> Well, congratulations on the nominee. We hope we'll be cheering for you to win because we'll be backstage interviewing the winners. It'd be nice to see you again and say, "How does it feel to hold that award?"

>> Hope so. Yeah.

>> Gopi, thanks for coming on theCUBE. Appreciate you and have a great night.

>> Thank you, John.

>> Good luck.

>> Appreciate the time.

>> All right, John, for the awards. Just kicking off. We're here. There's no real red carpet, but we'll call it the red carpet. theCube is here. This is a celebration for the semiconductor innovators. The leaders making it happen. It's a time to celebrate and reflect, but also be ready for next year. Thanks for watching.