Cover of 138. The AI Factory Is the Computer + Agents Need a New Control Plane

138. The AI Factory Is the Computer + Agents Need a New Control Plane

138. The AI Factory Is the Computer + Agents Need a New Control Plane

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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
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