theCUBE Podcast
by SiliconANGLE
Latest episode
141. The AI Boom’s $2.5 Trillion Reality Check: Who Wins, Who Pays…
141. The AI Boom’s $2.5 Trillion Reality Check: Who Wins, Who Pays…
About this podcast
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.
Episodes
The newest 20 of 138 episodes
- 141. The AI Boom’s $2.5 Trillion Reality Check: Who Wins, Who Pays and What’s Next? · 46 minWall Street's $2.5 trillion shakeup has the tech industry asking some tough questions. In the latest episode of theCUBE Pod, theCUBE Research's John Furrier and Dave Vellante…
- 140. AI's Capital Boom Meets the Reality Check · 49 minAI spending is soaring, but when will those investments deliver meaningful returns? In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante…
- 139. IBM, Marvell, and the state of AI Infrastructure · 34 minIs the AI infrastructure boom headed for a bubble, or is the market missing the bigger picture? In the latest episode of theCUBE Pod, John Furrier and Dave Vellante challenge the…
- 138. The AI Factory Is the Computer + Agents Need a New Control Plane · 54 minThe 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…
- 137. Beyond the Interface: Dreamforce, the SaaSpocalypse, and Who Owns the AI Production Stack · 35 minThe 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…
- 136. NVIDIA Earnings, The AI Boom Just Got Bigger · 54 minNvidia’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…
- 135. The AI High-Wire Act: Trillions in Spending, Rising Backlash and the Race to Prove the ROI · 51 min · Season 1 Episode 135AI’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…
- 134. The AI Bubble Debate, Neo Cloud Signals, What the Markets Missed on Cisco · 57 min · Season 1 Episode 134Is 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…
- 133. Remembering David Floyer; From AI Models to AI Systems: The Next Technology Race · 54 minAI 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…
- 132. AMD's Systems Strategy, Inference Dominance & The Future of Agentic AI · 37 minIn 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…
- 131. IBM’s AI Reality Check, Nvidia’s Lead, and the Race for Enterprise Intelligence · 50 minWatch 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…
- 130. Snowflake, Databricks, Cisco, and the Al Arms Race · 51 minThe 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…
- 129. AI’s Growth Engine: Dell’s Blowout, Snowflake’s Surge, Anthropic’s Rise · 36 minTheCUBE 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…
- 128. IBM Thinks Business First in the AI Era, Why NVIDIA Might be Undervalued at $5 Trillion · 39 minWatch 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…
- 127. The Great AI Buildout: Spending, Signals & the ROI Question · 31 min127. The Great AI Buildout: Spending, Signals & the ROI Question
- 126. RSAC Aftershock: AI Agents and the New Cybersecurity Paradigm · 44 minWatch 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…
- 125. Nvidia and the $1 Trillion AI Factory Land Grab · 42 minTheCUBE Research’s John Furrier and Dave Vellante are on-site at Nvidia GTC in San Jose for the latest theCUBE Pod episode, bringing a clear-eyed look at what’s actually…
- 124. AI Euphoria vs Economic Reality: The Money Keeps Flying · 46 minIn this week’s episode, theCUBE Research’s John Furrier and Dave Vellante examine the widening gap between AI enthusiasm and macroeconomic reality. They anchor the discussion in…
- 123. AI Frenzy, Memory Supercycle & The Enterprise ROI Reckoning · 44 minWatch 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…
- 122. AI Whiplash, Capex Panic & the Myth of Software Death · 1 h 1 minWatch 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…
