theCUBE Podcast

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132

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Aug 2026

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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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August 28, 202653 min

136. NVIDIA Earnings, The AI Boom Just Got Bigger

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

August 22, 2026Episode 13551 min

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

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

August 17, 2026Episode 13457 min

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

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

August 7, 202653 min

133. Remembering David Floyer; From AI Models to AI Systems: The Next Technology Race

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

July 25, 202636 min

132. AMD's Systems Strategy, Inference Dominance & The Future of Agentic AI

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

July 17, 202649 min

131. IBM’s AI Reality Check, Nvidia’s Lead, and the Race for Enterprise Intelligence

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

June 5, 202651 min

130. Snowflake, Databricks, Cisco, and the Al Arms Race

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

May 29, 202635 min

129. AI’s Growth Engine: Dell’s Blowout, Snowflake’s Surge, Anthropic’s Rise

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

May 10, 202638 min