This week’s episode of theCUBE Pod features theCUBE Research’s John Furrier and Dave Vellante as they take a timely look at how tech and business intersect. They explore how major players such as IBM and Broadcom are shaping industries with innovations that stretch beyond their traditional footprints.

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Furrier and Vellante discuss IBM’s showcase at the US Open, spotlighting AI-driven analytics and strategy shifts that mark its comeback story. From events with tennis legend Tracy Austin to strong business moves, the discussion shows how innovation and visibility fuel positioning in a changing market.

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The conversation highlights Broadcom’s stock momentum and partnerships fueling its rise. Vellante and Furrier examine how Nvidia and other AI leaders create new economic opportunities while reshaping strategies, stressing that today’s breakthroughs bring both rewards and challenges for enterprises in digital transformation.

Read More https://siliconangle.com/2025/09/08/ai-factories-custom-silicon-deals-race-infrastructure-scale-thecubepod/

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

00:00 - Introduction and Episode Overview
03:17 - Exciting Experience at the US Open
09:56 - Broadcom and Nvidia Stock Insights
16:35 - Perspectives on AI Industry Challenges
23:16 - AI, Market Dynamics and Winning Strategies
28:35 - Salesforce and the SaaS Landscape
34:44 - Antitrust Challenges and Their Implications
38:59 - Reflections on Market Force Dynamics
43:04 - Closing Thoughts and Market Activity

This Week In Enterprise: 

Google dodges one antitrust bullet, Anthropic keeps the AI boom going, AI winners and losers

Mistral is reportedly raising at a $14 billion valuation, while OpenAI snapped up Statsig for $1.1 billion. Add in Sierra, You.com, Baseten, and LayerX’s funding rounds plus Atlassian’s $610 million Browser Company buy, and it’s clear: AI startups and browsers are red-hot right now.

Google dodged a major antitrust setback when a judge ruled it could keep Chrome and maintain search deals with Apple and others, provided they aren’t exclusive. While U.S. courts cited AI’s impact on search, the EU hit Google with a $3.5 billion ad tech fine. 

Check out the full article https://siliconangle.com/2025/09/05/google-dodges-antitrust-bullet-anthropic-keeps-ai-boom-going-ai-winners-losers/

Watch the full podcast below to find out why these industry pros were mentioned:
Mark Zuckerberg, CEO of Meta Platforms
 Sam Altman, co-founder and CEO of OpenAI
 David Sacks, White House AI and crypto czar
 Tim Cook, CEO of Apple
 Jensen Huang, founder and CEO of Nvidia
 Elon Musk, CEO of Tesla
 Jim Cramer, American TV personality and author
 Arvind Krishna, chairman and CEO of IBM
 Bruno Aziza, group VP, data, BI and AI at IBM
 Aaron Rakers, managing director and technology analyst at Wells Fargo
 Pat Gelsinger, former CEO of Intel
 Paul Maritz, chairman at Pivotal and former CEO of VMware
 Jeff Bezos, chairman of Amazon
 Michael Dell, chairman and CEO of Dell Technologies
 Marc Benioff, chair and CEO of Salesforce
 George Gilbert, principal analyst at theCUBE Research
 Jamie Dimon, chairman and CEO of JPMorgan Chase
 Sarbjeet Johal, founder and CEO of Stackpane
 Jonathan Cantor, SVP and deputy chief privacy officer of Truist
 Lina Khan, former chair of the FTC
 Bill Gates, co-founder of Microsoft
 Janet Reno, former U.S. attorney general
 Jack Ma, Chinese business magnate and investor
 Donald Trump, 45th and 47th president of the United States of America

#theCUBE #theCUBEPod #theCUBEresearch #IBM #Broadcom #AI #USOpen