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=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