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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=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/ This Week in Enterprise: More agents go rogue — but AI companies aren’t slowing down yet AI 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 BlackRock Lisa Su, chair and CEO of AMD Bob Picciano, member of the advisory board from SolarWinds Worldwide Charlie Kawwas, president of Broadcom Arvind Krishna, chairman and CEO of IBM Tony Kim, head of BlackRock Fundamental Equities Global Technology Amit Eyal Govrin, founder and CEO of Kubiya John Roese, global chief technology officer of products and operations at Dell Ihab Tarazi, SVP and CTO of Dell Matt Baker, managing director at Deloitte Digital Bill Scannell, president of Global Sales and Customer Operations at Dell David Goulden, former president of Dell EMC Pat Gelsinger, former CEO of Intel Dave Donatelli, CEO of Riverbed Technology Joe Tucci, chairman and co-founder at Big Growth Partners Michael Dell, chairman and CEO of Dell Jeff Clarke, COO and vice chairman of Dell Erik Woodring, managing director and head of U.S. Technology Hardware Equity Research at Morgan Stanley David Floyer, analyst emeritus at theCUBE Research Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Jim McNiel, chief growth officer of TAE Technogies Inc. Mark Zuckerberg, CEO of Meta Platforms Teresa Carlson, president and chief commercial officer of Flexport Jean 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=1 Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308 YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu 00:00 - Kickoff to Inspiration: Highlights from Dreamforce and Benioff's Vision 04:39 - The Role of AI and Agents 09:05 - Salesforce's Strategy and Future 13:39 - Data and Workflow in AI Era 18:52 - Infrastructure and Market Dynamics 24:56 - Specialized Models and Applications 27:56 - Salesforce's Growth and Opportunities 30:40 - Breaking News and IPOs 32:57 - Title: Navigating the Path Forward: Insights, Events, and Recommendations This Week in Enterprise: For AI agents, it’s the best of times, it’s the worst of times AI’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 IBM Jensen Huang, president, co-founder and CEO of Nvidia Marc Benioff, chair and CEO of Salesforce Inc. Dario Amodei, CEO of Anthropic George Kurtz, CEO of CrowdStrike Donald Trump, 45th and 47th president of the United States of America Xi Jinping, president of the People’s Republic of China Amit Eyal Govrin, founder and CEO of Kubiya Geoffrey Moore, principal at Geoffrey Moore Consulting Bret Taylor, chairman of the board at OpenAI George Gilbert, principal analyst at theCUBE Research Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Sam Altman, co-founder and CEO of OpenAI Fidji Simo, advisor at OpenAI Sheryl Sandberg, former chief operating officer of Meta Sir Nicholas William Peter Clegg, British retired politician and media executive Elliot Schrage, former vice president, communications and public policy, at Facebook Juan Loaiza, executive vice president at Oracle Corp. Michael Dell, chairman and CEO of Dell Technologies Matt Baker, managing director at Deloitte Digital Jeff Clarke, chief operating officer and vice chairman of Dell Technologies Travis Vigil, senior vice president of product management at Dell Matt Garman, CEO of Amazon Web Services Gordon 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=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

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

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=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 Economic Dynamics in the Age of AI 02:47 - Bubble Definition and Market Speculation 04:58 - Title: Navigating AI Growth: Financing Challenges and Market Insights 06:59 - AI Technology and Predictions 10:53 - AI and Market Dynamics: Integrating Supply Chains, Economics, and Infrastructure 17:11 - Navigating the Future: AI Risks and Financial Paradigms 24:39 - Cloud Computing Evolution and Market Transition 31:36 - AI Market Monetization and Future Outlook 35:58 - CoreWeave’s Growth and Industry Impact 41:55 - Future Networking and Economic Renaissance 51:40 - Strategic Insights and Future Directions: Cisco’s Adaptability and Technology Evolution This Week In Enterprise: The AI party keeps roaring: Why it won’t end anytime soon The 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 NYSE Sarbjeet Johal, founder and CEO of Stackpane Rob Hof, editor-in-chief at SiliconANGLE Media Jensen Huang, president, co-founder and CEO of Nvidia George Steinbrenner, former principal owner and managing partner of Major League Baseball’s New York Yankees Bruno Aziza, group VP, data, BI and AI at IBM Jeff Bezos, chairman of Amazon.com Adrian Cockcroft, tech adviser Teresa Carlson, former president and chief commercial officer of Flexport George Gilbert, principal analyst at theCUBE Research Ali Ghodsi, co-founder and CEO of Databricks Chen Goldberg, senior vice president of engineering at CoreWeave Alex Karp, CEO of Palantir Technologies Zedd, DJ, record producer DJ 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=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

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=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 - AI Revolution: AMD's Role and Industry Shifts 05:25 - Reinventing Technology: AMD's Role in AI Inference 09:30 - Building the Future: Enterprise AI and the Software Factory 12:54 - Databricks and Enterprise Value 16:25 - Redesigning Computing Experience 21:38 - Economic Pressures on AI 25:55 - AMD's Strategic Positioning This Week In Enterprise: AMD takes on Nvidia, US takes on Chinese AI models and AI spending still spooks investors Nvidia 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 Technologies Howie Xu, chief AI and innovation officer at Gen Digital Satya Nadella, chairman and CEO at Microsoft Ali Ghodsi, co-founder and CEO of Databricks Geoffrey Moore, principal at Geoffrey Moore Consulting Matei Zaharia, co-founder and chief technologist at Databricks Michael Kratsios, science advisor to the president of the United States Larry Ellison, chairman of the board and chief technology officer at Oracle Mark Papermaster, CTO and EVP at AMD Matt Baker, managing director at Deloitte Digital Sid Nag, founder, CEO and chief research officer at Tekonyx Varun Chhabra, senior vice president of product marketing at Dell Technologies Darrick Horton, CEO at TensorWave Andrew Dieckmann, CVP and general manager of data center GPU at AMD Prith Banerjee, SVP of innovation and member of the ELT at Synopsys Trish Damkroger, SVP and GM for the HPC and AI Business Unit at Hewlett Packard Enterprise Alistair Speirs, cloud, AI and systems innovation at Microsoft Lisa Su, chair and CEO of AMD #theCUBE #theCUBEPod #theCUBEresearch #AMD #AdvancingAI #IBM

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

The AI stack is turning into a full-contact race, and John Furrier and Dave Vellante put Snowflake, Databricks and Cisco under the microscope. In the latest theCUBE Pod, Furrier and Vellante connect field reporting from Cisco Live with theCUBE Research’s view of enterprise data and infrastructure strategy.Vellante digs into Snowflake’s reinvention and Databricks’ developer pull, while Furrier sees Cisco’s opening in networking, optics and AI factory scale. The discussion keeps the focus practical: harmonized data, hybrid AI architectures, front-end agents, back-end systems of intelligence, token costs and security now define enterprise AI execution.Read more https://siliconangle.com/2026/06/08/snowflake-ai-stack-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/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: "Exploring theCUBE Pod: Market Insights and Emerging Tech Trends02:24 - AI and the Enterprise: Cisco and Networking04:43 - Technological Innovation and Economic Trends08:24 - Advancing AI: NVIDIA's Impact on Accelerated Computing and Hybrid Solutions11:09 - Data as a Company’s Crown Jewel14:09 - Systems of Engagement and Intelligence16:39 - Competition Among Data Platforms19:51 - Snowflake: Strategic Market Position and Evolution25:55 - Visionaries in the AI Space28:38 - Advancing AI: From Traditional to Optical Networking35:21 - Future of Silicon and Networking Solutions39:57 - Energy and Efficiency in AI Factories45:47 - AI Tokenomics and Future HorizonsThis Week in Enterprise:The AI control race heats upAnthropic’s cautionary AI message, SpaceX’s massive fundraising plans and Snowflake’s push to become an AI control plane frame a widening enterprise battle. Cisco, Microsoft and Nvidia are also staking claims, while Oracle, Apple’s WWDC and FinOps X add more signals about where AI infrastructure and strategy head next from here.Check out the full article https://siliconangle.com/2026/06/05/filing-ipo-anthropic-says-ai-slow-fat-chance/ Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu #theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

TheCUBE Research’s John Furrier and Dave Vellante return for the latest episode of theCUBE Pod with a look at Dell’s strong quarter, Snowflake’s momentum and Anthropic’s growing position in AI. Furrier and Vellante connect the dots across enterprise demand, infrastructure strategy and the shifting economics behind artificial intelligence adoption.The episode focuses on Dell’s rack-scale AI servers, supply-chain advantages, Nvidia partnerships and GPU utilization. Furrier and Vellante also examine Snowflake’s product evolution, governance push and Anthropic’s monetization strategy, while weighing what these moves mean for deployment models, total cost of ownership, token economics and enterprise AI infrastructure.Read more: https://siliconangle.com/2026/06/01/ai-hardware-dell-data-center-growth-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/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 - Tech and Markets: Dell's Rise and Future Trends02:39 - Dell's Strategic Moves and Innovations05:10 - Trump's Impact and Dell's Strategic Evolution07:22 - Title: Dell's AI Innovations and Infrastructure12:45 - Water Cooling vs. Air Cooling Debate16:20 - Enterprise Technology Trends and Predictions20:28 - Snowflake's Competitive Landscape24:48 - Conclusion and Upcoming EventsThis Week In Enterprise:Hardware’s back, baby: AI supercharges server, PC and memory salesAI demand is lifting hardware giants, with Dell, NetApp, HP, Micron, and SK hynix benefiting from servers, PCs, and memory. Software firms such as Snowflake, MongoDB, Salesforce, and UiPath are easing AI disruption fears, while Anthropic gains momentum and Pope Leo raises concerns about AI’s costs and risks.Check out the full article https://siliconangle.com/2026/05/29/hardwares-back-ai-supercharges-server-pc-memory-sales/Watch the full podcast to find out why these industry pros were mentioned:Chirantan "CJ" Desai, president and CEO at MongoDBBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSEVladimir Putin, president of RussiaDonald Trump Jr., American businessmanMichael Dell, chairman and CEO at Dell TechnologiesJensen Huang, president, co-founder and CEO at NvidiaJeff Clarke, chief operating officer and vice chairman of Dell TechnologiesTom Sweet, former CFO at Dell TechnologiesDavid Floyer, analyst emeritus at theCUBE ResearchArthur Lewis, president for infrastructure solutions group at Dell TechnologiesChen Goldberg, senior vice president of engineering at CoreWeaveGeorge Gilbert, principal analyst at theCUBE Research#theCUBE #theCUBEPod #theCUBEresearch #Dell #Snowflake #Anthropic #Nvidia

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

127. The Great AI Buildout: Spending, Signals & the ROI Question

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

TheCUBE Research’s John Furrier and Dave Vellante are on-site at Nvidia GTC in San Jose for the latest theCUBE Pod episode, bringing a clear-eyed look at what’s actually unfolding in AI right now. From Blackwell to Vera Rubin, they walk through how infrastructure is evolving as enterprises move beyond pilots and start building for real-world scale.They unpack Jensen Huang’s trillion-dollar demand projection and what it signals for the AI economy. The focus shifts to inference as the new monetization layer, with OpenClaw, NemoClaw and Grok pointing toward a future built on tokenized software and continuously running agentic workloads.Vellante and Furrier close in on what this means for enterprise strategy. Storage hierarchies, latency decisions, GPU sourcing and system-level co-design are all in play. The takeaway is direct: AI infrastructure is becoming an integrated stack, and organizations need to rethink how everything connects.Read more https://siliconangle.com/2026/03/23/neocloud-expansion-nvidia-ai-strategy-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: Nvidia CEO Jensen Huang bids to own the entire AI factory stackNvidia strengthened its hold on the AI factory market at GTC, unveiling new chips, software and partnerships while pushing a vertically integrated, inference-focused strategy. With Jensen Huang forecasting major growth, Nvidia is positioning itself at the center of the emerging agentic AI economy, even as competitors and partners expand their own AI ambitions.Check it out https://siliconangle.com/2026/03/20/nvidia-ceo-jensen-huang-bids-entire-ai-factory-stack/

In this week’s episode, theCUBE Research’s John Furrier and Dave Vellante examine the widening gap between AI enthusiasm and macroeconomic reality. They anchor the discussion in capital allocation trends and shifting market signals, while previewing the strategic themes expected to shape Mobile World Congress.Furrier and Vellante assess historic capital flows into AI infrastructure as public software-as-a-service valuations contract. They analyze OpenAI fundraising activity, AWS investment commitments and Nvidia’s competitive positioning alongside alternative silicon such as Trainium and tensor processing units. Networking, edge expansion and the Anthropic government standoff introduce regulatory complexity.Underscoring disciplined execution, Furrier outlines a sustained infrastructure build cycle before broad return on investment emerges. Vellante emphasizes that SaaS providers must become AI-native, protect data as a strategic asset and rethink seat-based pricing, while reinforcing governance models, interconnect architecture and measurable adoption benchmarks.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 Future: AI Evolution and Strategic Investments05:30 - Nvidia and AWS Collaborations09:29 - Nvidia's Ethernet Innovation and Market Performance12:06 - Anthropic and Government Tensions14:40 - AI Factories and Mainstream Applications18:25 - Salesforce's Growth and SaaS Challenges21:18 - Microsoft's Copilot and Architecture Shift29:12 - Dell's Business Model Success Amid Market Chaos38:54 - OpenAI's Strategic Positioning43:56 - Final Thoughts and Upcoming EventsThis Week in Enterprise:AI power plays and a market reality checkAnthropic faces political heat and federal pressure as OpenAI lands a massive new raise and expands into consulting, while SaaS stocks wobble and investors grow cautious. Amid the turbulence, Dell rides the AI infrastructure surge with a standout quarter.Get the full story https://siliconangle.com/2026/02/27/openai-raises-megaround-anthropics-battles-multiply-saaspocalypse-widens/