theCUBE Podcast

Wall Street's $2.5 trillion shakeup has the tech industry asking some tough questions. In the latest episode of theCUBE Pod, theCUBE Research's John Furrier and Dave Vellante examine what's driving market volatility, whether AI infrastructure spending can sustain its momentum and which companies stand to profit as the market evolves.Beyond the market turmoil, Furrier and Vellante tackle growing opposition to data centers, shifting GPU economics and the infrastructure challenges facing AI adoption. They also discuss why networking, storage, data governance and agentic platforms matter as businesses push to turn massive AI investments into measurable returns and long-term value.Read more: https://siliconangle.com/2026/11/09/midterms-ai-data-centers-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/00:00 - AI Stock Selloff and Cloud Financing Risks06:13 - Energy Markets Inspire AI Compute Futures09:33 - AI Infrastructure Faces Political and Financial Hurdles16:02 - AI Infrastructure Expansion and Financial Outlook19:34 - NVIDIA’s Position in the Enterprise Intelligence Stack21:49 - Embedding Management Knowledge in Enterprise Architecture28:11 - AI Architectures, Coordination, and Strategic Acquisitions31:42 - How AI Shifts Wealth From Labor to Capital36:27 - Enterprise Control Points and Measurable Returns40:10 - Enterprise AI and Advanced Computing OutlookThis Week In Enterprise:Midterm fallout puts AI spending and Big Tech under scrutinyA $2.5 trillion tech stock rout raises fresh questions about AI spending and investor confidence following the midterm elections. Despite strong earnings and Marvell’s proposed Lumentum acquisition, market uncertainty persists. The bigger question remains whether enterprise AI can generate enough returns to justify the massive infrastructure investments fueling its growth.Check out the full article: https://siliconangle.com/2026/11/06/midterm-elections-will-put-ai-and-data-centers-on-trial-but-big-tech-may-end-up-winning-anyway/Watch the full podcast to find out why these industry pros were mentioned:Tom Lee, investor and entrepreneurDan Ives, technology analystFrank Slootman, former chairman of the board of directors at Snowflake Inc.Ali Ghodsi, co-founder and chief executive officer of DatabricksJohn Roese, global CTO and chief AI officer of Dell TechnologiesLisa Su, chair and CEO of AMDMichael Dell, chairman and CEO of Dell TechnologiesGeorge Gilbert, principal analyst at theCUBE ResearchGeoffrey Moore, principal at Geoffrey Moore ConsultingRob Hof, editor-in-chief at SiliconANGLE MediaStu Miniman, senior director of market insights, hybrid platforms, at Red Hat#theCUBE #theCUBEPod #theCUBEresearch #AI #AIInfrastructure #NVIDIA #Broadcom #AMD

AI spending is soaring, but when will those investments deliver meaningful returns? In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante examine Anthropic’s IPO filing, shifting market dynamics and the growing pressure on tech companies to turn massive infrastructure investments into sustainable business growth.The conversation also tackles inference economics, cloud competition, the emerging NeoCloud shakeout and the evolving roles of NYSE and Nasdaq. Furrier and Vellante weigh the importance of capital efficiency, enterprise AI adoption and cybersecurity, including the Binance breach, as investors look beyond hype toward measurable returns and long-term opportunities.Read more: https://siliconangle.com/2026/11/02/ai-bubble-stock-market-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/00:00 - Tech Markets, Trading Shifts, and Earnings06:02 - Building Secure Platforms for Lasting AI Value10:05 - AI Investment and Adoption Beyond the Hype14:53 - Why Productivity Gains Follow Investment20:17 - AI Inference Economics and Technology Market Cycles23:24 - Data and Systems Define AI Value26:56 - Jensen Huang Versus Michael Burry29:31 - Intel Earnings Expose Competitive Weaknesses32:17 - Intel's Reported Pivot Toward Core CPUs34:47 - AI Challenges Google's Search Business38:11 - Cloud Growth and Semiconductor Investment Bets42:22 - Semiconductor Innovation and AI Investment Returns44:33 - NFL, Horse Racing, and Marathon WeekendThis Week in Enterprise:Wall Street Gets Jittery Over Tech’s FutureAnthropic’s blockbuster IPO plans and massive AI infrastructure spending are raising questions about whether the investment boom can deliver lasting returns. As tech stocks tumble and cloud providers face growing scrutiny, concerns over profitability, market volatility and a potential neocloud shakeout are putting the industry’s long-term outlook to the test.Check it out: https://siliconangle.com/2026/10/30/as-anthropic-finally-files-for-ipo-rising-risks-arent-slowing-the-ai-buildout-yet/Watch the full podcast to find out why these industry pros were mentioned:Crawford Del Prete, senior advisor at PSGWill Chu, EVP and GM, custom cloud solutions, at MarvellDavid Lazovsky, EVP and GM, Data Center Networking Business Group, at MarvellJeetu Patel, EVP and GM for security and collaboration business units at CiscoJensen Huang, president, co-founder and CEO of NvidiaJodi Shelton, founder of Global Semiconductor AllianceTorsten Slok, chief economist and partner at ApolloBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSEMichael Burry, American investorJim Cramer, investment pro and TV personalityLip-Bu Tan, chief executive officer of IntelDavid K. Lam, founder of Lam Research Corp.Andy Jassy, president and CEO of Amazon.comDrake Maye, American football quarterback#theCUBE #theCUBEPod #theCUBEresearch #AI #Anthropic #NVIDIA #Broadcom

Is the AI infrastructure boom headed for a bubble, or is the market missing the bigger picture? In the latest episode of theCUBE Pod, John Furrier and Dave Vellante challenge the skepticism surrounding massive data center investments, pointing to growing inference demand and emerging revenue opportunities across the AI stack.The conversation turns to IBM’s opportunity to capitalize on enterprise AI through trusted data, governance and agent orchestration. Furrier and Vellante also discuss Marvell’s growth projections, advances in optical connectivity and theCUBE’s coverage of the AI Data Pipeline Forum, where next-generation AI infrastructure takes the spotlight.Read more: https://siliconangle.com/2026/10/13/ibm-ai-infrastructure-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/00:00 - Building the AI Landscape: Foundations and Frameworks02:56 - Evaluating Tech Hubs: Market Dynamics, AI Risks, and Economic Bubbles06:59 - Transforming Truth: The Evolution of Information and Media11:44 - AI Complexity and Bud Ecosystem14:16 - Competitive Advantage in AI18:05 - IBM's AI Operating Model22:30 - IBM's Trust and Innovation26:43 - Marvell and the Connectivity Problem31:51 - Title: Evolving Data Centers: Rack Scale Systems and Future PerspectivesThis Week in Enterprise:OpenAI’s revenue surprise rattles Wall Street as tech tensions riseOpenAI’s $18 billion revenue shortfall rattled investors, raising questions about the AI boom’s staying power. Meanwhile, new AI models, massive quantum investments and Trump’s green card crackdown kept the technology industry on edge.Check out the full article: http://siliconangle.com/2026/10/09/openai-revenue-falls-short-models-play-hopscotch-and-trump-cracks-down-on-tech-green-cards/Watch the full podcast to find out why these industry pros were mentioned:Ray Dalio, chief investment officer of Bridgewater AssociatesMatt Calkins, CEO of AppianDavid Lazovsky, EVP and GM of the Data Center Networking Business Group at Marvell TechnologyArvind Krishna, chairman and CEO of IBMRob Thomas, SVP of software and chief commercial officer at IBMJohn F. Akers, former CEO of IBMPrith Banerjee, SVP of innovation and member of the executive leadership team at SynopsysMatt Murphy, partner at Menlo VenturesCharlie Kawwas, president of BroadcomDonald Trump, 47th president of the United States of America#theCUBE #theCUBEPod #theCUBEresearch #IBM #Marvell #NVIDIA #Broadcom

The latest episode of theCUBE Pod finds John Furrier and Dave Vellante looking past the GPU race to the bigger shift: AI infrastructure becoming a full intelligence production system. Furrier and Vellante connect sovereignty, data movement, networking, storage and compute as enterprises rethink where AI runs, who controls it and why today.The conversation moves from Dell’s infrastructure momentum and CoreWeave’s expansion to agent security, software disruption and the growing battle for control. Furrier and Vellante also weigh the risks of autonomous agents, rising infrastructure costs and the new cloud landscape taking shape as enterprise AI demand keeps accelerating across the industry.Read more: https://siliconangle.com/2026/09/28/ai-agents-security-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/This Week in Enterprise:More agents go rogue — but AI companies aren’t slowing down yetAI agents are raising new security concerns as attacks expose weak safeguards and human oversight gaps. Yet development keeps accelerating, with new models, cybersecurity defenses and infrastructure investments arriving rapidly. At the same time, energy constraints, regulation and Meta’s renewed metaverse push show how unpredictable the AI race remains.Check out the full article: https://siliconangle.com/2026/09/25/more-agents-go-rogue-but-ai-companies-arent-slowing-down-yet/Watch the full podcast to find out why these industry pros were mentioned:Larry Fink, chairman and CEO of BlackRockLisa Su, chair and CEO of AMDBob Picciano, member of the advisory board from SolarWinds WorldwideCharlie Kawwas, president of BroadcomArvind Krishna, chairman and CEO of IBMTony Kim, head of BlackRock Fundamental Equities Global TechnologyAmit Eyal Govrin, founder and CEO of KubiyaJohn Roese, global chief technology officer of products and operations at DellIhab Tarazi, SVP and CTO of DellMatt Baker, managing director at Deloitte DigitalBill Scannell, president of Global Sales and Customer Operations at DellDavid Goulden, former president of Dell EMCPat Gelsinger, former CEO of IntelDave Donatelli, CEO of Riverbed TechnologyJoe Tucci, chairman and co-founder at Big Growth PartnersMichael Dell, chairman and CEO of DellJeff Clarke, COO and vice chairman of DellErik Woodring, managing director and head of U.S. Technology Hardware Equity Research at Morgan StanleyDavid Floyer, analyst emeritus at theCUBE ResearchBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSEJim McNiel, chief growth officer of TAE Technogies Inc.Mark Zuckerberg, CEO of Meta PlatformsTeresa Carlson, president and chief commercial officer of FlexportJean English, global chief marketing officer of Juniper Networks#theCUBE #theCUBEPod #theCUBEresearch #NVIDIA #Dell #CoreWeave #SovereignAI

The interface is fading, and AI agents are ready to run the show. On the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down Salesforce’s Agentforce gamble, the rise of headless experiences and why Data Cloud could become the context engine behind enterprise agents everywhere.Furrier points to survey data showing that fewer screens could mean more usage, more activity and a larger role for agents. Vellante follows the money to chips, data centers, CoreWeave and NeoCloud infrastructure, asking who ultimately owns the AI production stack as governance, pricing and a possible “SaaSpocalypse” loom ahead.Read more on the latest theCUBE Pod: https://siliconangle.com/2026/09/21/salesforce-dreamforce-nscale-thecubepod/Find more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu00:00 - Kickoff to Inspiration: Highlights from Dreamforce and Benioff's Vision04:39 - The Role of AI and Agents09:05 - Salesforce's Strategy and Future13:39 - Data and Workflow in AI Era18:52 - Infrastructure and Market Dynamics24:56 - Specialized Models and Applications27:56 - Salesforce's Growth and Opportunities30:40 - Breaking News and IPOs32:57 - Title: Navigating the Path Forward: Insights, Events, and RecommendationsThis Week in Enterprise:For AI agents, it’s the best of times, it’s the worst of timesAI’s contradictions dominate the week. Industry leaders urge restraint, yet companies continue accelerating agent development. Salesforce and Splunk move ahead, while cybersecurity vendors introduce new safeguards against rogue systems. Congress remains stalled on regulation. Meanwhile, conflicting federal actions create more uncertainty for cryptocurrency and its future in regulated financial markets.Check it out: https://siliconangle.com/2026/09/18/for-ai-agents-its-the-best-of-times-its-the-worst-of-times/Watch the full podcast below to find out why these industry pros were mentioned:Jim Kavanaugh, senior vice president and chief financial officer of IBMJensen Huang, president, co-founder and CEO of NvidiaMarc Benioff, chair and CEO of Salesforce Inc.Dario Amodei, CEO of AnthropicGeorge Kurtz, CEO of CrowdStrikeDonald Trump, 45th and 47th president of the United States of AmericaXi Jinping, president of the People’s Republic of ChinaAmit Eyal Govrin, founder and CEO of KubiyaGeoffrey Moore, principal at Geoffrey Moore ConsultingBret Taylor, chairman of the board at OpenAIGeorge Gilbert, principal analyst at theCUBE ResearchBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSESam Altman, co-founder and CEO of OpenAIFidji Simo, advisor at OpenAISheryl Sandberg, former chief operating officer of MetaSir Nicholas William Peter Clegg, British retired politician and media executiveElliot Schrage, former vice president, communications and public policy, at FacebookJuan Loaiza, executive vice president at Oracle Corp.Michael Dell, chairman and CEO of Dell TechnologiesMatt Baker, managing director at Deloitte DigitalJeff Clarke, chief operating officer and vice chairman of Dell TechnologiesTravis Vigil, senior vice president of product management at DellMatt Garman, CEO of Amazon Web ServicesGordon Moore, American businessman and engineer#theCUBE #theCUBEPod #theCUBEresearch #Dreamforce #Salesforce #Agentforce #AIInfrastructure

Nvidia’s latest quarter raises a bigger question: How far can its AI infrastructure ambitions reach? On theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down the company’s shift beyond GPUs toward full-stack AI factories, tracing monetization gains across Hopper, Blackwell and Vera Rubin architectures and enterprise adoption patterns.Furrier sees more potential per gigawatt as Nvidia expands its platform, while Vellante points to networking, memory and inference economics as constraints. They connect Cisco’s Nvidia collaboration, neoclouds and rack-scale edge systems to changing deployment models, while Salesforce’s results suggest AI can expand SaaS adoption rather than displace it.Read More: https://siliconangle.com/2026/08/31/thecube-analysis-nvidia-mythos-cisco-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: ⁠https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1⁠Apple Podcasts: ⁠https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308⁠YouTube: ⁠https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu⁠Find more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/00:00 - Navigating the AI Landscape: NVIDIA's Economic Influence and Expansion02:39 - NVIDIA: Financial Highlights and Data Center Insights06:05 - Integrating AI: From Factory Systems to SaaS Solutions10:47 - Frontier Model Vendors13:06 - AI Stack and Strategy18:12 - AI Factory and Market Expansion20:47 - Future Inference and Robotics25:10 - Networking Challenges29:36 - CrowdStrike's Success Story36:26 - Cybersecurity Changes42:49 - Upcoming Industry Events45:23 - Closing ThoughtsThis Week in Enterprise:It’s Nvidia’s world. We just live in itAI’s momentum rolls on as Nvidia and Salesforce crush earnings, fueling confidence in infrastructure and software demand. Nvidia expands across the stack while industry leaders warn about concentrated power, cyberattacks and public backlash. Meta’s settlement adds scrutiny, PayPal slides after abandoned takeover talks and more major earnings loom next week.Check out the full article: https://siliconangle.com/2026/08/28/its-nvidias-world-we-just-live-in-it/Watch the full podcast below to find out why these industry pros were mentioned:Colette Kress, chief financial officer of NvidiaJensen Huang, president, co-founder and CEO of NvidiaMarc Benioff, chair and CEO of Salesforce Inc.Dario Amodei, CEO of AnthropicGeorge Gilbert, principal analyst at theCUBE ResearchDavid Floyer, analyst emeritus at theCUBE ResearchAlex Karp, CEO of Palantir TechnologiesJeff Bezos, chairman of Amazon.comBill Gates, co-founder of MicrosoftLina Khan, former chair of the Federal Trade CommissionUsain Bolt, Jamaican retired runnerSagar Kadakia, founder and CEO of QualitateGeorge Kurtz, CEO of CrowdStrikeJim Cramer, investment pro and TV personalityChen Goldberg, senior vice president of engineering at CoreWeaveJean English, global chief marketing officer at Juniper Networks#theCUBE #theCUBEPod #theCUBEresearch #Nvidia #AI #AIBoom #AIInfrastructure

AI’s biggest balancing act is no longer theoretical. In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down the economics, sovereignty concerns and infrastructure choices shaping enterprise strategies, connecting soaring token and GPU costs with governance, architecture and the push toward on-premises AI factories.Furrier and Vellante turn those pressures into practical guidance, from modeling token economics and ROI to comparing cloud and on-premises deployments for steady workloads. They also discuss Canva’s cost reduction, AI virtualization and why separating the control plane, data governance and model governance helps organizations control spending, compliance and risk.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/00:00 - Episode 135: Adventures, Sovereignty, and the Five Pillars03:27 - Title: "Economic and Governance Aspects of AI Infrastructure09:10 - Infrastructure Development: Balancing Sovereignty and Costs13:29 - The Role of Futures in AI Build-out16:26 - Data Center Efficiency and Public Backlash18:49 - Tech Investments and the Future of AI22:42 - Anthropic's Growth and Financial Implications27:08 - AI Integration in Business Workflows32:10 - Sovereignty in Tech Partnerships34:49 - Implications of Security in AI Development41:48 - SaaS Industry Challenges and Innovations44:15 - ServiceNow and Digital Twin Potential47:30 - Upcoming Events and Market PredictionsThis Week in Enterprise:AI’s data center boom hits political resistanceData centers are becoming an unlikely election flashpoint as public resistance to AI infrastructure grows. Meanwhile, off-balance-sheet spending, debt plans and questions about OpenAI’s momentum are raising the financial stakes. Stripe’s OpenRouter deal, security acquisitions and upcoming Nvidia earnings show an industry racing ahead despite mounting political and economic pressure.Check it out the full article: https://siliconangle.com/2026/08/21/politics-hits-data-centers-openai-falls-behind-anthropic-and-now-ai-is-too-big-to-fail-quietly/Watch the full podcast to find out why these industry pros were mentioned:Jensen Huang, president, co-founder and CEO at NvidiaBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Curtis Martin, American football playerTroy Vincent, American football playerRonnie Lott, American former American football playerAndy Jassy, president and CEO at Amazon.comMichael Burry, American investorGabe Monroy, VP of developer experience at Google CloudDave Wright, Chief Innovation Officer at ServiceNowGeorge Gilbert, principal analyst at theCUBE ResearchGeoffrey Moore, Principal at Geoffrey Moore ConsultingPeter Drucker, Austrian-American consultant and educator#theCUBE #theCUBEPod #theCUBEresearch #Sovereignty #AI #AIinfrastructure

Is the AI infrastructure boom built to last, or are the warning signs getting harder to ignore? On theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante debate soaring investment, NeoCloud financing and enterprise demand while tracking CoreWeave, Nebius and the supply constraints shaping the market’s next phase for enterprises.Vellante sees familiar bubble signals in rising valuations, memory pricing and financing risk, while Furrier argues real demand and Nvidia-backed capital could keep expansion moving. They also assess utilization, contract structures, residual values and Cisco’s latest results, giving technology leaders a sharper view of what could matter through 2030 and beyond.Read more: https://siliconangle.com/2026/08/17/ai-bubble-neoclouds-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/00:00 - Title: Navigating Economic Dynamics in the Age of AI02:47 - Bubble Definition and Market Speculation04:58 - Title: Navigating AI Growth: Financing Challenges and Market Insights06:59 - AI Technology and Predictions10:53 - AI and Market Dynamics: Integrating Supply Chains, Economics, and Infrastructure17:11 - Navigating the Future: AI Risks and Financial Paradigms24:39 - Cloud Computing Evolution and Market Transition31:36 - AI Market Monetization and Future Outlook35:58 - CoreWeave’s Growth and Industry Impact41:55 - Future Networking and Economic Renaissance51:40 - Strategic Insights and Future Directions: Cisco’s Adaptability and Technology EvolutionThis Week In Enterprise:The AI party keeps roaring: Why it won’t end anytime soonThe AI boom keeps accelerating despite growing concerns that a bubble is forming. Robert Hof looks at persistent infrastructure shortages, Nvidia’s financing ambitions, mixed tech earnings, Google’s cloud strategy, Meta’s open-model bet and Databricks’ latest raise as spending climbs and the risks surrounding the buildout become harder to ignore.Check out the full article: https://siliconangle.com/2026/08/14/ai-party-keeps-roaring-wont-end-anytime-soon/Watch the full podcast to find out why these industry pros were mentioned:Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology, at NYSESarbjeet Johal, founder and CEO of StackpaneRob Hof, editor-in-chief at SiliconANGLE MediaJensen Huang, president, co-founder and CEO of NvidiaGeorge Steinbrenner, former principal owner and managing partner of Major League Baseball’s New York YankeesBruno Aziza, group VP, data, BI and AI at IBMJeff Bezos, chairman of Amazon.comAdrian Cockcroft, tech adviserTeresa Carlson, former president and chief commercial officer of FlexportGeorge Gilbert, principal analyst at theCUBE ResearchAli Ghodsi, co-founder and CEO of DatabricksChen Goldberg, senior vice president of engineering at CoreWeaveAlex Karp, CEO of Palantir TechnologiesZedd, DJ, record producerDJ Snake, DJ, French record producer#theCUBE #theCUBEPod #theCUBEresearch #AI #NeoCloud #NVIDIA #CoreWeave

AI is moving beyond the model era, and John Furrier and Dave Vellante dig into what comes next on the latest episode of theCUBE Pod. Furrier and Vellante examine the rise of AI systems spanning infrastructure, cloud architecture, security and economics, while also reflecting on the lasting contributions of David Floyer.Drawing on theCUBE Research and reporting from Black Hat and AMD Advancing AI, Furrier and Vellante examine the pressures shaping AI deployment. They focus on high bandwidth memory, power constraints, neo-clouds, AI factories, agentic workflows and security as enterprises confront new bottlenecks and rethink how large-scale AI systems operate.Read more: https://siliconangle.com/2026/08/10/agentic-ai-systems-david-floyer-thecubepod/ New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/00:00 - Title: **Navigating the Digital Landscape: Trends and Insights03:44 - Practitioner Challenges06:02 - AI Infrastructure Shift09:29 - Semiconductor Boom21:13 - NeoClouds and Energy24:59 - Grid and Data Centers30:43 - Space and Future Technologies34:37 - DeepMind Shakeup46:45 - Remembering David FloyerWatch the full podcast to find out why these industry pros were mentioned:Charlie Kawwas, president of BroadcomMichael Dell, chairman and CEO of Dell TechnologiesJensen Huang, president, co-founder and CEO of NvidiaKrista Case, principal analyst and practice lead for cyber resilience and security at theCUBE ResearchJon Oltsik, principal analyst for cybersecurity at theCUBE ResearchAndy Grove, former chief operating officer and president of Intel Corp.David Floyer, analyst emeritus at theCUBE ResearchDemis Hassabis, Nobel laureate, co-founder and chair of Google DeepMindVijay Khanna, former chief growth and corporate development officer of UiPathThomas Kurian, CEO of Google CloudAndy Jassy, president and CEO of Amazon.comAlex Karp, CEO of Palantir Technologies#theCUBE #theCUBEPod #theCUBEresearch #BlackHat #NVIDIA #AMD #OpenAI

In the latest theCUBE Pod episode, John Furrier gives his take on two major enterprise stories: AMD’s shift from chips to integrated AI systems and IBM’s emerging role as an operating system for enterprise AI. He argues that Wall Street is overlooking the bigger transformation underway across infrastructure, software and business value.Furrier then joins Dave Vellante for a broader discussion recorded at AMD Advancing AI. They debate AMD’s transformation into a systems company, its role as an alternative to Nvidia and the economics shaping enterprise AI, including inference growth, token costs, Databricks and the tradeoffs between open ecosystems and tightly integrated platforms.Read more: https://siliconangle.com/2026/07/27/amd-nvidia-ai-systems-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/00:00 - AI Revolution: AMD's Role and Industry Shifts05:25 - Reinventing Technology: AMD's Role in AI Inference09:30 - Building the Future: Enterprise AI and the Software Factory12:54 - Databricks and Enterprise Value16:25 - Redesigning Computing Experience21:38 - Economic Pressures on AI25:55 - AMD's Strategic PositioningThis Week In Enterprise: AMD takes on Nvidia, US takes on Chinese AI models and AI spending still spooks investorsNvidia remains the AI leader, but AMD’s expanding chip portfolio and capable Chinese models are intensifying competition. Meanwhile, security concerns, regulatory scrutiny and soaring infrastructure costs are clouding the industry’s outlook. Investors punished Alphabet, Tesla and IBM, though strong AI-driven demand helped Intel and SAP deliver better-than-expected quarterly results. Check out the full article https://siliconangle.com/2026/07/24/amd-takes-nvidia-us-takes-chinese-ai-models-ai-spending-still-spooks-investors/Watch the full podcast to find out why these industry pros were mentioned:Alex Karp, CEO of Palantir TechnologiesHowie Xu, chief AI and innovation officer at Gen DigitalSatya Nadella, chairman and CEO at MicrosoftAli Ghodsi, co-founder and CEO of DatabricksGeoffrey Moore, principal at Geoffrey Moore ConsultingMatei Zaharia, co-founder and chief technologist at DatabricksMichael Kratsios, science advisor to the president of the United StatesLarry Ellison, chairman of the board and chief technology officer at OracleMark Papermaster, CTO and EVP at AMDMatt Baker, managing director at Deloitte DigitalSid Nag, founder, CEO and chief research officer at TekonyxVarun Chhabra, senior vice president of product marketing at Dell TechnologiesDarrick Horton, CEO at TensorWaveAndrew Dieckmann, CVP and general manager of data center GPU at AMDPrith Banerjee, SVP of innovation and member of the ELT at SynopsysTrish Damkroger, SVP and GM for the HPC and AI Business Unit at Hewlett Packard EnterpriseAlistair Speirs, cloud, AI and systems innovation at MicrosoftLisa Su, chair and CEO of AMD#theCUBE #theCUBEPod #theCUBEresearch #AMD #AdvancingAI #IBM