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: <a href="https://siliconangle.com/2026/09/28/ai-agents-security-thecubepod/" target="_blank" rel="noopener noreferer">https://siliconangle.com/2026/09/28/ai-agents-security-thecubepod/</a> New episodes every Friday. Subscribe for weekly tech analysis.Spotify: <a href="https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1" target="_blank" rel="noopener noreferer">https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1</a>Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308" target="_blank" rel="noopener noreferer">https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308</a>YouTube: <a href="https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu" target="_blank" rel="noopener noreferer">https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu</a> Find more SiliconANGLE news and analysis <a href="https://siliconangle.com/" target="_blank" rel="noopener noreferer">https://siliconangle.com/</a>Follow theCUBE's wall-to-wall event coverage <a href="https://siliconangle.com/events/" target="_blank" rel="noopener noreferer">https://siliconangle.com/events/</a>Learn about the latest theCUBE events <a href="https://www.thecube.net/" target="_blank" rel="noopener noreferer">https://www.thecube.net/</a> 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: <a href="https://siliconangle.com/2026/09/25/more-agents-go-rogue-but-ai-companies-arent-slowing-down-yet/" target="_blank" rel="noopener noreferer">https://siliconangle.com/2026/09/25/more-agents-go-rogue-but-ai-companies-arent-slowing-down-yet/</a> Watch the full podcast to find out why these industry pros were mentioned:Larry Fink, chairman and CEO of BlackRockLisa Su, chair and CEO of AMDBob Picciano, member of the advisory board from SolarWinds WorldwideCharlie Kawwas, president of BroadcomArvind Krishna, chairman and CEO of IBMTony Kim, head of BlackRock Fundamental Equities Global TechnologyAmit Eyal Govrin, founder and CEO of KubiyaJohn Roese, global chief technology officer of products and operations at DellIhab Tarazi, SVP and CTO of DellMatt Baker, managing director at Deloitte DigitalBill Scannell, president of Global Sales and Customer Operations at DellDavid Goulden, former president of Dell EMCPat Gelsinger, former CEO of IntelDave Donatelli, CEO of Riverbed TechnologyJoe Tucci, chairman and co-founder at Big Growth PartnersMichael Dell, chairman and CEO of DellJeff Clarke, COO and vice chairman of DellErik Woodring, managing director and head of U.S. Technology Hardware Equity Research at Morgan StanleyDavid Floyer, analyst emeritus at theCUBE ResearchBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSEJim McNiel, chief growth officer of TAE Technogies Inc.Mark Zuckerberg, CEO of Meta PlatformsTeresa Carlson, president and chief commercial officer of FlexportJean English, global chief marketing officer of Juniper Networks #theCUBE #theCUBEPod #theCUBEresearch #NVIDIA #Dell #CoreWeave #SovereignAI

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 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: <a href="https://siliconangle.com/2026/09/28/ai-agents-security-thecubepod/" rel="noopener noreferrer">https://siliconangle.com/2026/09/28/ai-agents-security-thecubepod/</a> New episodes every Friday. Subscribe for weekly tech analysis.Spotify: <a href="https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&amp;nd=1" rel="noopener noreferrer">https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&amp;nd=1</a>Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308" rel="noopener noreferrer">https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308</a>YouTube: <a href="https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu" rel="noopener noreferrer">https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu</a> Find more SiliconANGLE news and analysis <a href="https://siliconangle.com/" rel="noopener noreferrer">https://siliconangle.com/</a>Follow theCUBE's wall-to-wall event coverage <a href="https://siliconangle.com/events/" rel="noopener noreferrer">https://siliconangle.com/events/</a>Learn about the latest theCUBE events <a href="https://www.thecube.net/" rel="noopener noreferrer">https://www.thecube.net/</a> 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: <a href="https://siliconangle.com/2026/09/25/more-agents-go-rogue-but-ai-companies-arent-slowing-down-yet/" rel="noopener noreferrer">https://siliconangle.com/2026/09/25/more-agents-go-rogue-but-ai-companies-arent-slowing-down-yet/</a> Watch the full podcast to find out why these industry pros were mentioned:Larry Fink, chairman and CEO of BlackRockLisa Su, chair and CEO of AMDBob Picciano, member of the advisory board from SolarWinds WorldwideCharlie Kawwas, president of BroadcomArvind Krishna, chairman and CEO of IBMTony Kim, head of BlackRock Fundamental Equities Global TechnologyAmit Eyal Govrin, founder and CEO of KubiyaJohn Roese, global chief technology officer of products and operations at DellIhab Tarazi, SVP and CTO of DellMatt Baker, managing director at Deloitte DigitalBill Scannell, president of Global Sales and Customer Operations at DellDavid Goulden, former president of Dell EMCPat Gelsinger, former CEO of IntelDave Donatelli, CEO of Riverbed TechnologyJoe Tucci, chairman and co-founder at Big Growth PartnersMichael Dell, chairman and CEO of DellJeff Clarke, COO and vice chairman of DellErik Woodring, managing director and head of U.S. Technology Hardware Equity Research at Morgan StanleyDavid Floyer, analyst emeritus at theCUBE ResearchBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSEJim McNiel, chief growth officer of TAE Technogies Inc.Mark Zuckerberg, CEO of Meta PlatformsTeresa Carlson, president and chief commercial officer of FlexportJean English, global chief marketing officer of Juniper Networks #theCUBE #theCUBEPod #theCUBEresearch #NVIDIA #Dell #CoreWeave #SovereignAI

138. The AI Factory Is the Computer + Agents Need a New Control Plane

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: <a href="https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1" target="_blank" rel="noopener noreferer">https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1</a>Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308" target="_blank" rel="noopener noreferer">https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308</a>YouTube: <a href="https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu" target="_blank" rel="noopener noreferer">https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu</a> Find more SiliconANGLE news and analysis <a href="https://siliconangle.com/" target="_blank" rel="noopener noreferer">https://siliconangle.com/</a>Follow theCUBE's wall-to-wall event coverage <a href="https://siliconangle.com/events/" target="_blank" rel="noopener noreferer">https://siliconangle.com/events/</a>Learn about the latest theCUBE events <a href="https://www.thecube.net/" target="_blank" rel="noopener noreferer">https://www.thecube.net/</a> 00:00 - Episode 135: Adventures, Sovereignty, and the Five Pillars03:27 - Title: "Economic and Governance Aspects of AI Infrastructure09:10 - Infrastructure Development: Balancing Sovereignty and Costs13:29 - The Role of Futures in AI Build-out16:26 - Data Center Efficiency and Public Backlash18:49 - Tech Investments and the Future of AI22:42 - Anthropic's Growth and Financial Implications27:08 - AI Integration in Business Workflows32:10 - Sovereignty in Tech Partnerships34:49 - Implications of Security in AI Development41:48 - SaaS Industry Challenges and Innovations44:15 - ServiceNow and Digital Twin Potential47:30 - 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: <a href="https://siliconangle.com/2026/08/21/politics-hits-data-centers-openai-falls-behind-anthropic-and-now-ai-is-too-big-to-fail-quietly/" target="_blank" rel="noopener noreferer">https://siliconangle.com/2026/08/21/politics-hits-data-centers-openai-falls-behind-anthropic-and-now-ai-is-too-big-to-fail-quietly/</a> Watch the full podcast to find out why these industry pros were mentioned:Jensen Huang, president, co-founder and CEO at NvidiaBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Curtis Martin, American football playerTroy Vincent, American football playerRonnie Lott, American former American football playerAndy Jassy, president and CEO at Amazon.comMichael Burry, American investorGabe Monroy, VP of developer experience at Google CloudDave Wright, Chief Innovation Officer at ServiceNowGeorge Gilbert, principal analyst at theCUBE ResearchGeoffrey Moore, Principal at Geoffrey Moore ConsultingPeter Drucker, Austrian-American consultant and educator #theCUBE #theCUBEPod #theCUBEresearch #Sovereignty #AI #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

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: <a href="https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&amp;nd=1" rel="noopener noreferrer">https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&amp;nd=1</a>Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308" rel="noopener noreferrer">https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308</a>YouTube: <a href="https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu" rel="noopener noreferrer">https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu</a> Find more SiliconANGLE news and analysis <a href="https://siliconangle.com/" rel="noopener noreferrer">https://siliconangle.com/</a>Follow theCUBE's wall-to-wall event coverage <a href="https://siliconangle.com/events/" rel="noopener noreferrer">https://siliconangle.com/events/</a>Learn about the latest theCUBE events <a href="https://www.thecube.net/" rel="noopener noreferrer">https://www.thecube.net/</a> 00:00 - Episode 135: Adventures, Sovereignty, and the Five Pillars03:27 - Title: "Economic and Governance Aspects of AI Infrastructure09:10 - Infrastructure Development: Balancing Sovereignty and Costs13:29 - The Role of Futures in AI Build-out16:26 - Data Center Efficiency and Public Backlash18:49 - Tech Investments and the Future of AI22:42 - Anthropic's Growth and Financial Implications27:08 - AI Integration in Business Workflows32:10 - Sovereignty in Tech Partnerships34:49 - Implications of Security in AI Development41:48 - SaaS Industry Challenges and Innovations44:15 - ServiceNow and Digital Twin Potential47:30 - 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: <a href="https://siliconangle.com/2026/08/21/politics-hits-data-centers-openai-falls-behind-anthropic-and-now-ai-is-too-big-to-fail-quietly/" rel="noopener noreferrer">https://siliconangle.com/2026/08/21/politics-hits-data-centers-openai-falls-behind-anthropic-and-now-ai-is-too-big-to-fail-quietly/</a> Watch the full podcast to find out why these industry pros were mentioned:Jensen Huang, president, co-founder and CEO at NvidiaBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Curtis Martin, American football playerTroy Vincent, American football playerRonnie Lott, American former American football playerAndy Jassy, president and CEO at Amazon.comMichael Burry, American investorGabe Monroy, VP of developer experience at Google CloudDave Wright, Chief Innovation Officer at ServiceNowGeorge Gilbert, principal analyst at theCUBE ResearchGeoffrey Moore, Principal at Geoffrey Moore ConsultingPeter Drucker, Austrian-American consultant and educator #theCUBE #theCUBEPod #theCUBEresearch #Sovereignty #AI #AIinfrastructure

135. The AI High-Wire Act: Trillions in Spending, Rising Backlash and the Race to Prove the ROI

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: <a href="https://siliconangle.com/2026/08/17/ai-bubble-neoclouds-thecubepod/" target="_blank" rel="noopener noreferer">https://siliconangle.com/2026/08/17/ai-bubble-neoclouds-thecubepod/</a> New episodes every Friday. Subscribe for weekly tech analysis.Spotify: <a href="https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1" target="_blank" rel="noopener noreferer">https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1</a>Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308" target="_blank" rel="noopener noreferer">https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308</a>YouTube: <a href="https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu" target="_blank" rel="noopener noreferer">https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu</a> Find more SiliconANGLE news and analysis <a href="https://siliconangle.com/" target="_blank" rel="noopener noreferer">https://siliconangle.com/</a>Follow theCUBE's wall-to-wall event coverage <a href="https://siliconangle.com/events/" target="_blank" rel="noopener noreferer">https://siliconangle.com/events/</a>Learn about the latest theCUBE events <a href="https://www.thecube.net/" target="_blank" rel="noopener noreferer">https://www.thecube.net/</a> 00:00 - Title: Navigating Economic Dynamics in the Age of AI02:47 - Bubble Definition and Market Speculation04:58 - Title: Navigating AI Growth: Financing Challenges and Market Insights06:59 - AI Technology and Predictions10:53 - AI and Market Dynamics: Integrating Supply Chains, Economics, and Infrastructure17:11 - Navigating the Future: AI Risks and Financial Paradigms24:39 - Cloud Computing Evolution and Market Transition31:36 - AI Market Monetization and Future Outlook35:58 - CoreWeave’s Growth and Industry Impact41:55 - Future Networking and Economic Renaissance51:40 - 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 NYSESarbjeet Johal, founder and CEO of StackpaneRob Hof, editor-in-chief at SiliconANGLE MediaJensen Huang, president, co-founder and CEO of NvidiaGeorge Steinbrenner, former principal owner and managing partner of Major League Baseball’s New York YankeesBruno Aziza, group VP, data, BI and AI at IBMJeff Bezos, chairman of Amazon.comAdrian Cockcroft, tech adviserTeresa Carlson, former president and chief commercial officer of FlexportGeorge Gilbert, principal analyst at theCUBE ResearchAli Ghodsi, co-founder and CEO of DatabricksChen Goldberg, senior vice president of engineering at CoreWeaveAlex Karp, CEO of Palantir TechnologiesZedd, DJ, record producerDJ Snake, DJ, French record producer #theCUBE #theCUBEPod #theCUBEresearch #AI #NeoCloud #NVIDIA #CoreWeave

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

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: <a href="https://siliconangle.com/2026/08/17/ai-bubble-neoclouds-thecubepod/" rel="noopener noreferrer">https://siliconangle.com/2026/08/17/ai-bubble-neoclouds-thecubepod/</a> New episodes every Friday. Subscribe for weekly tech analysis.Spotify: <a href="https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&amp;nd=1" rel="noopener noreferrer">https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&amp;nd=1</a>Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308" rel="noopener noreferrer">https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308</a>YouTube: <a href="https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu" rel="noopener noreferrer">https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu</a> Find more SiliconANGLE news and analysis <a href="https://siliconangle.com/" rel="noopener noreferrer">https://siliconangle.com/</a>Follow theCUBE's wall-to-wall event coverage <a href="https://siliconangle.com/events/" rel="noopener noreferrer">https://siliconangle.com/events/</a>Learn about the latest theCUBE events <a href="https://www.thecube.net/" rel="noopener noreferrer">https://www.thecube.net/</a> 00:00 - Title: Navigating Economic Dynamics in the Age of AI02:47 - Bubble Definition and Market Speculation04:58 - Title: Navigating AI Growth: Financing Challenges and Market Insights06:59 - AI Technology and Predictions10:53 - AI and Market Dynamics: Integrating Supply Chains, Economics, and Infrastructure17:11 - Navigating the Future: AI Risks and Financial Paradigms24:39 - Cloud Computing Evolution and Market Transition31:36 - AI Market Monetization and Future Outlook35:58 - CoreWeave’s Growth and Industry Impact41:55 - Future Networking and Economic Renaissance51:40 - 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 NYSESarbjeet Johal, founder and CEO of StackpaneRob Hof, editor-in-chief at SiliconANGLE MediaJensen Huang, president, co-founder and CEO of NvidiaGeorge Steinbrenner, former principal owner and managing partner of Major League Baseball’s New York YankeesBruno Aziza, group VP, data, BI and AI at IBMJeff Bezos, chairman of Amazon.comAdrian Cockcroft, tech adviserTeresa Carlson, former president and chief commercial officer of FlexportGeorge Gilbert, principal analyst at theCUBE ResearchAli Ghodsi, co-founder and CEO of DatabricksChen Goldberg, senior vice president of engineering at CoreWeaveAlex Karp, CEO of Palantir TechnologiesZedd, DJ, record producerDJ Snake, DJ, French record producer #theCUBE #theCUBEPod #theCUBEresearch #AI #NeoCloud #NVIDIA #CoreWeave

134. The AI Bubble Debate, Neo Cloud Signals, What the Markets Missed on Cisco

On this weeks edition of theCUBE Pod John & Dave talk about the latest developments in the gen AI space, and the ongoing protest of the Reddit mod community.

On this weeks edition of theCUBE Pod John & Dave talk about the latest developments in the gen AI space, and the ongoing protest of the Reddit mod community.

On this weeks edition of theCUBE Pod John &amp; Dave talk about the latest developments in the gen AI space, and the ongoing protest of the Reddit mod community.

16. Data Drives AI Value, Reddit Goes Dark

On this weeks edition of theCUBE Pod, John and Dave talk about the current crypto status, and who is winning the AI battle.

On this weeks edition of theCUBE Pod, John and Dave talk about the current crypto status, and who is winning the AI battle.

15. Crypto Crashing, Who wins in AI - John & Dave Debate

theCUBE hosts Dave Vellante and John Furrier sit down to discuss the news and trends of the week

theCUBE hosts Dave Vellante and John Furrier sit down to discuss the news and trends of the week

14. AI GPU Attack & Mongo to the Moon!

On this weeks edition of theCUBE Pod, John & Dave talk about Ron DeSantis & Elon Musk's rough presidential campaign launch on Twitter Spaces. The two then discuss the implication of regulating generative AI.

On this weeks edition of theCUBE Pod, John & Dave talk about Ron DeSantis & Elon Musk's rough presidential campaign launch on Twitter Spaces. The two then discuss the implication of regulating generative AI.

On this weeks edition of theCUBE Pod, John &amp; Dave talk about Ron DeSantis &amp; Elon Musk's rough presidential campaign launch on Twitter Spaces. The two then discuss the implication of regulating generative AI.

13. Ron's DeSaster & AI Under the Regulatory Microscope

12. AI Explosion and its D.C. Adventure

On this edition of theCUBE Pod, John & Dave talk about Twitter's new CEO, Linda Yaccarino, and Tucker Carlson's new Twitter show.

On this edition of theCUBE Pod, John & Dave talk about Twitter's new CEO, Linda Yaccarino, and Tucker Carlson's new Twitter show.

On this edition of theCUBE Pod, John &amp; Dave talk about Twitter's new CEO, Linda Yaccarino, and Tucker Carlson's new Twitter show.&nbsp;

11. Twitter's New CEO & Tucker's New Deal

On this weeks edition of theCUBE Pod, John & Dave discuss cloud earnings, and the race to dominate AI. (41:21) Then Dave gives his rant of the week on Lina Khan's New York Times opinion piece calling for the regulation of AI.

On this weeks edition of theCUBE Pod, John & Dave discuss cloud earnings, and the race to dominate AI. (41:21) Then Dave gives his rant of the week on Lina Khan's New York Times opinion piece calling for the regulation of AI.

On this weeks edition of theCUBE Pod, John &amp; Dave discuss cloud earnings, and the race to dominate AI. (41:21) Then Dave gives his rant of the week on Lina Khan's New York Times opinion piece calling for the regulation of AI.

10. Should the U.S. Regulate AI?

On this weeks edition of theCUBE Pod, John & Dave talk with John Chambers at RSAC 23 in San Francisco, CA (33:34).

On this weeks edition of theCUBE Pod, John & Dave talk with John Chambers at RSAC 23 in San Francisco, CA (33:34).

On this weeks edition of theCUBE Pod, John &amp; Dave talk with John Chambers at RSAC 23 in San Francisco, CA (33:34).

9. A Conversation with John Chambers

On this weeks edition of theCUBE Pod, John and Dave talk about the SpaceX Launch, the Blue Check purge, and media's battle with Artificial Intelligence.

On this weeks edition of theCUBE Pod, John and Dave talk about the SpaceX Launch, the Blue Check purge, and media's battle with Artificial Intelligence.

8. Elon's Rapid Unscheduled Disassembly, Media’s battle with AI

On this weeks edition of theCUBE Pod, John and Dave cover the sad news of Bob Lee's murder in San Francisco, and what SF needs to do to fix this problem. The two then talk about Trump's arrest, and what AI unicorns could emerge.

On this weeks edition of theCUBE Pod, John and Dave cover the sad news of Bob Lee's murder in San Francisco, and what SF needs to do to fix this problem. The two then talk about Trump's arrest, and what AI unicorns could emerge.

7. Tech Founder Murdered, Trump Arrested, AI Unicorns

Welcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.

Technology

Welcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.

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