Jodi Shelton of Global Semiconductor Alliance, co-founder and chief executive officer, joins John Furrier of theCUBE Research and Dave Vellante of theCUBE Research to examine the evolving semiconductor ecosystem and the emergence of artificial intelligence factories. Shelton discusses the shift from fabless models to system-level design, the importance of global ecosystem collaboration, and Global Semiconductor Alliance programs such as the executive accelerator that strengthen leadership diversity. They describe how AI factories and infrastructure reshape chip design and production and how AI-driven chip design increases demand on fabrication facilities. The conversation highlights how semiconductors move from discrete components to integrated systems and why deeper ecosystem cooperation and global engagement are essential. The hosts note that AI factories create urgent industry needs around data, tooling, scale and cross-industry partnerships. The discussion addresses factors to consider for industry leadership, supply chain resilience and innovation in chip design and manufacturing. For additional insights subscribe to theCUBE Research and follow Global Semiconductor Alliance programs for updates on industry initiatives, research and events.
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Jodi Shelton, GSA
September 9, 2026
Jodi Shelton
Co-Founder & CEO GSA
John Furrier
Co-Founder & Co-CEO SiliconANGLE Media, Inc.
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