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.

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

#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

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.

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Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308

YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

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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.

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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=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/
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 Trends
02:24 - AI and the Enterprise: Cisco and Networking
04:43 - Technological Innovation and Economic Trends
08:24 - Advancing AI: NVIDIA's Impact on Accelerated Computing and Hybrid Solutions
11:09 - Data as a Company’s Crown Jewel
14:09 - Systems of Engagement and Intelligence
16:39 - Competition Among Data Platforms
19:51 - Snowflake: Strategic Market Position and Evolution
25:55 - Visionaries in the AI Space
28:38 - Advancing AI: From Traditional to Optical Networking
35:21 - Future of Silicon and Networking Solutions
39:57 - Energy and Efficiency in AI Factories
45:47 - AI Tokenomics and Future Horizons
This Week in Enterprise:
The AI control race heats up
Anthropic’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=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/
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 Trends
02:39 - Dell's Strategic Moves and Innovations
05:10 - Trump's Impact and Dell's Strategic Evolution
07:22 - Title: Dell's AI Innovations and Infrastructure
12:45 - Water Cooling vs. Air Cooling Debate
16:20 - Enterprise Technology Trends and Predictions
20:28 - Snowflake's Competitive Landscape
24:48 - Conclusion and Upcoming Events
This Week In Enterprise:
Hardware’s back, baby: AI supercharges server, PC and memory sales
AI 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 MongoDB
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE
Vladimir Putin, president of Russia
Donald Trump Jr., American businessman
Michael Dell, chairman and CEO at Dell Technologies
Jensen Huang, president, co-founder and CEO at Nvidia
Jeff Clarke, chief operating officer and vice chairman of Dell Technologies
Tom Sweet, former CFO at Dell Technologies
David Floyer, analyst emeritus at theCUBE Research
Arthur Lewis, president for infrastructure solutions group at Dell Technologies
Chen Goldberg, senior vice president of engineering at CoreWeave
George 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