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theCUBE Podcast

theCUBE Podcast

By: SiliconANGLE
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Welcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.

SiliconANGLE Politics & Government
Episodes
  • 140. AI's Capital Boom Meets The Reality Check

    140. AI's Capital Boom Meets The Reality Check
    30 Oct 2026

    140. AI's Capital Boom Meets The Reality Check
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    49 min
  • 139. IBM, Marvell, and the state of AI Infrastructure

    139. IBM, Marvell, and the state of AI Infrastructure
    16 Oct 2026

    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=1

    Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308

    YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu


    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/


    00:00 - Building the AI Landscape: Foundations and Frameworks

    02:56 - Evaluating Tech Hubs: Market Dynamics, AI Risks, and Economic Bubbles

    06:59 - Transforming Truth: The Evolution of Information and Media

    11:44 - AI Complexity and Bud Ecosystem

    14:16 - Competitive Advantage in AI

    18:05 - IBM's AI Operating Model

    22:30 - IBM's Trust and Innovation

    26:43 - Marvell and the Connectivity Problem

    31:51 - Title: Evolving Data Centers: Rack Scale Systems and Future Perspectives



    This Week in Enterprise:


    OpenAI’s revenue surprise rattles Wall Street as tech tensions rise


    OpenAI’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 Associates

    Matt Calkins, CEO of Appian

    David Lazovsky, EVP and GM of the Data Center Networking Business Group at Marvell Technology

    Arvind Krishna, chairman and CEO of IBM

    Rob Thomas, SVP of software and chief commercial officer at IBM

    John F. Akers, former CEO of IBM

    Prith Banerjee, SVP of innovation and member of the executive leadership team at Synopsys

    Matt Murphy, partner at Menlo Ventures

    Charlie Kawwas, president of Broadcom

    Donald Trump, 47th president of the United States of America


    #theCUBE #theCUBEPod #theCUBEresearch #IBM #Marvell #NVIDIA #Broadcom
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    34 min
  • 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
    25 Sep 2026
    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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    54 min
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