Loading Events

Scaling AI Inference: Implications for Semiconductors

October 7, 2026 | 10:00 A.M. (PDT)
Learn More

GSA and McKinsey & Company Webinar

GSA and McKinsey & Company hosted a discussion on the growing impact of AI inference across the semiconductor ecosystem. Featuring Yvonne Ferrier, Associate Partner in McKinsey’s Semiconductor Practice, and Pranjali Kumar, Engagement Manager in McKinsey’s Data Center Practice, the webinar shared insights from executive interviews and industry research on emerging market opportunities and challenges. View the Webinar Slides and Explore the Publication.

Scaling AI Inference: Implications for Semiconductors

AI is entering a new phase as the center of gravity shifts from training large models to serving inference at scale. As enterprise adoption accelerates, the challenge is no longer simply providing more compute, but delivering useful intelligence economically, reliably, and where it is needed. This webinar explores how inference workloads are reshaping infrastructure requirements across compute, memory, networking, power, cooling, software, and deployment models; why architectures will increasingly vary by use case; and what semiconductor and infrastructure players can do to compete and collaborate as the industry moves toward full-stack optimization and cost-efficient scaling.

Speakers

Yvonne Ferrier

Associate Partner, Semiconductor Practice

McKinsey & Company

Pranjali Kumar

Engagement Manager, Data Center Practice

McKinsey & Company