theCUBE Podcast

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

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