Épisodes

  • 140. AI's Capital Boom Meets The Reality Check

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

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

    139. IBM, Marvell, and the state of AI Infrastructure
    Oct 16 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
    Afficher plus Afficher moins
    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
    Sep 25 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
    Afficher plus Afficher moins
    54 min
  • 137. Beyond the Interface: Dreamforce, the SaaSpocalypse, and Who Owns the AI Production Stack

    137. Beyond the Interface: Dreamforce, the SaaSpocalypse, and Who Owns the AI Production Stack
    Sep 18 2026

    Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.


    New episodes every Friday. Subscribe for weekly tech analysis.

    Spotify: https://lnkd.in/ge_TNsSX

    Apple Podcasts: https://lnkd.in/gGYj5sUQ

    YouTube: https://lnkd.in/g5NaFcRu


    Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu


    #theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
    Afficher plus Afficher moins
    35 min
  • 136. NVIDIA Earnings, The AI Boom Just Got Bigger

    136. NVIDIA Earnings, The AI Boom Just Got Bigger
    Aug 28 2026

    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=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 - Navigating the AI Landscape: NVIDIA's Economic Influence and Expansion

    02:39 - NVIDIA: Financial Highlights and Data Center Insights

    06:05 - Integrating AI: From Factory Systems to SaaS Solutions

    10:47 - Frontier Model Vendors

    13:06 - AI Stack and Strategy

    18:12 - AI Factory and Market Expansion

    20:47 - Future Inference and Robotics

    25:10 - Networking Challenges

    29:36 - CrowdStrike's Success Story

    36:26 - Cybersecurity Changes

    42:49 - Upcoming Industry Events

    45:23 - Closing Thoughts


    This Week in Enterprise:


    It’s Nvidia’s world. We just live in it


    AI’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 Nvidia

    Jensen Huang, president, co-founder and CEO of Nvidia

    Marc Benioff, chair and CEO of Salesforce Inc.

    Dario Amodei, CEO of Anthropic

    George Gilbert, principal analyst at theCUBE Research

    David Floyer, analyst emeritus at theCUBE Research

    Alex Karp, CEO of Palantir Technologies

    Jeff Bezos, chairman of Amazon.com

    Bill Gates, co-founder of Microsoft

    Lina Khan, former chair of the Federal Trade Commission

    Usain Bolt, Jamaican retired runner

    Sagar Kadakia, founder and CEO of Qualitate

    George Kurtz, CEO of CrowdStrike

    Jim Cramer, investment pro and TV personality

    Chen Goldberg, senior vice president of engineering at CoreWeave

    Jean English, global chief marketing officer at Juniper Networks


    #theCUBE #theCUBEPod #theCUBEresearch #Nvidia #AI #AIBoom #AIInfrastructure


    Afficher plus Afficher moins
    54 min
  • 135. The AI High-Wire Act: Trillions in Spending, Rising Backlash and the Race to Prove the ROI

    135. The AI High-Wire Act: Trillions in Spending, Rising Backlash and the Race to Prove the ROI
    Aug 22 2026

    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=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 - Episode 135: Adventures, Sovereignty, and the Five Pillars

    03:27 - Title: "Economic and Governance Aspects of AI Infrastructure

    09:10 - Infrastructure Development: Balancing Sovereignty and Costs

    13:29 - The Role of Futures in AI Build-out

    16:26 - Data Center Efficiency and Public Backlash

    18:49 - Tech Investments and the Future of AI

    22:42 - Anthropic's Growth and Financial Implications

    27:08 - AI Integration in Business Workflows

    32:10 - Sovereignty in Tech Partnerships

    34:49 - Implications of Security in AI Development

    41:48 - SaaS Industry Challenges and Innovations

    44:15 - ServiceNow and Digital Twin Potential

    47:30 - Upcoming Events and Market Predictions


    This Week in Enterprise:


    AI’s data center boom hits political resistance


    Data 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 Nvidia

    Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE

    Curtis Martin, American football player

    Troy Vincent, American football player

    Ronnie Lott, American former American football player

    Andy Jassy, president and CEO at Amazon.com

    Michael Burry, American investor

    Gabe Monroy, VP of developer experience at Google Cloud

    Dave Wright, Chief Innovation Officer at ServiceNow

    George Gilbert, principal analyst at theCUBE Research

    Geoffrey Moore, Principal at Geoffrey Moore Consulting

    Peter Drucker, Austrian-American consultant and educator


    #theCUBE #theCUBEPod #theCUBEresearch #Sovereignty #AI #AIinfrastructure
    Afficher plus Afficher moins
    51 min
  • 134. The AI Bubble Debate, Neo Cloud Signals, What the Markets Missed on Cisco

    134. The AI Bubble Debate, Neo Cloud Signals, What the Markets Missed on Cisco
    Aug 17 2026
    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
    Afficher plus Afficher moins
    57 min
  • 133. Remembering David Floyer; From AI Models to AI Systems: The Next Technology Race

    133. Remembering David Floyer; From AI Models to AI Systems: The Next Technology Race
    Aug 7 2026

    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=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 - Title: **Navigating the Digital Landscape: Trends and Insights

    03:44 - Practitioner Challenges

    06:02 - AI Infrastructure Shift

    09:29 - Semiconductor Boom

    21:13 - NeoClouds and Energy

    24:59 - Grid and Data Centers

    30:43 - Space and Future Technologies

    34:37 - DeepMind Shakeup

    46:45 - Remembering David Floyer


    Watch the full podcast to find out why these industry pros were mentioned:

    Charlie Kawwas, president of Broadcom

    Michael Dell, chairman and CEO of Dell Technologies

    Jensen Huang, president, co-founder and CEO of Nvidia

    Krista Case, principal analyst and practice lead for cyber resilience and security at theCUBE Research

    Jon Oltsik, principal analyst for cybersecurity at theCUBE Research

    Andy Grove, former chief operating officer and president of Intel Corp.

    David Floyer, analyst emeritus at theCUBE Research

    Demis Hassabis, Nobel laureate, co-founder and chair of Google DeepMind

    Vijay Khanna, former chief growth and corporate development officer of UiPath

    Thomas Kurian, CEO of Google Cloud

    Andy Jassy, president and CEO of Amazon.com

    Alex Karp, CEO of Palantir Technologies


    #theCUBE #theCUBEPod #theCUBEresearch #BlackHat #NVIDIA #AMD #OpenAI
    Afficher plus Afficher moins
    54 min