theCUBE Podcast

theCUBE Podcast With Dave Vellante and John Furrier

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