theCUBE Podcast

Hosted by SiliconANGLE

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127

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Jun 2026

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About the show

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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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=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind 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 Trends02:24 - AI and the Enterprise: Cisco and Networking04:43 - Technological Innovation and Economic Trends08:24 - Advancing AI: NVIDIA's Impact on Accelerated Computing and Hybrid Solutions11:09 - Data as a Company’s Crown Jewel14:09 - Systems of Engagement and Intelligence16:39 - Competition Among Data Platforms19:51 - Snowflake: Strategic Market Position and Evolution25:55 - Visionaries in the AI Space28:38 - Advancing AI: From Traditional to Optical Networking35:21 - Future of Silicon and Networking Solutions39:57 - Energy and Efficiency in AI Factories45:47 - AI Tokenomics and Future HorizonsThis Week in Enterprise:The AI control race heats upAnthropic’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=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind 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 Trends02:39 - Dell's Strategic Moves and Innovations05:10 - Trump's Impact and Dell's Strategic Evolution07:22 - Title: Dell's AI Innovations and Infrastructure12:45 - Water Cooling vs. Air Cooling Debate16:20 - Enterprise Technology Trends and Predictions20:28 - Snowflake's Competitive Landscape24:48 - Conclusion and Upcoming EventsThis Week In Enterprise:Hardware’s back, baby: AI supercharges server, PC and memory salesAI 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 MongoDBBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSEVladimir Putin, president of RussiaDonald Trump Jr., American businessmanMichael Dell, chairman and CEO at Dell TechnologiesJensen Huang, president, co-founder and CEO at NvidiaJeff Clarke, chief operating officer and vice chairman of Dell TechnologiesTom Sweet, former CFO at Dell TechnologiesDavid Floyer, analyst emeritus at theCUBE ResearchArthur Lewis, president for infrastructure solutions group at Dell TechnologiesChen Goldberg, senior vice president of engineering at CoreWeaveGeorge Gilbert, principal analyst at theCUBE Research#theCUBE #theCUBEPod #theCUBEresearch #Dell #Snowflake #Anthropic #Nvidia

May 10, 202638 min

128. IBM Thinks Business First in the AI Era, Why NVIDIA Might be Undervalued at $5 Trillion

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_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuWatch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

April 17, 202631 min

127. The Great AI Buildout: Spending, Signals & the ROI Question

March 27, 202643 min

126. RSAC Aftershock: AI Agents and the New Cybersecurity Paradigm

March 20, 202641 min

125. Nvidia and the $1 Trillion AI Factory Land Grab

TheCUBE 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 unfolding in AI right now. From Blackwell to Vera Rubin, they walk through how infrastructure is evolving as enterprises move beyond pilots and start building for real-world scale.They unpack Jensen Huang’s trillion-dollar demand projection and what it signals for the AI economy. The focus shifts to inference as the new monetization layer, with OpenClaw, NemoClaw and Grok pointing toward a future built on tokenized software and continuously running agentic workloads.Vellante and Furrier close in on what this means for enterprise strategy. Storage hierarchies, latency decisions, GPU sourcing and system-level co-design are all in play. The takeaway is direct: AI infrastructure is becoming an integrated stack, and organizations need to rethink how everything connects.Read more https://siliconangle.com/2026/03/23/neocloud-expansion-nvidia-ai-strategy-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind 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: Nvidia CEO Jensen Huang bids to own the entire AI factory stackNvidia strengthened its hold on the AI factory market at GTC, unveiling new chips, software and partnerships while pushing a vertically integrated, inference-focused strategy. With Jensen Huang forecasting major growth, Nvidia is positioning itself at the center of the emerging agentic AI economy, even as competitors and partners expand their own AI ambitions.Check it out https://siliconangle.com/2026/03/20/nvidia-ceo-jensen-huang-bids-entire-ai-factory-stack/

February 27, 202646 min

124. AI Euphoria vs Economic Reality: The Money Keeps Flying

In 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 capital allocation trends and shifting market signals, while previewing the strategic themes expected to shape Mobile World Congress.Furrier and Vellante assess historic capital flows into AI infrastructure as public software-as-a-service valuations contract. They analyze OpenAI fundraising activity, AWS investment commitments and Nvidia’s competitive positioning alongside alternative silicon such as Trainium and tensor processing units. Networking, edge expansion and the Anthropic government standoff introduce regulatory complexity.Underscoring disciplined execution, Furrier outlines a sustained infrastructure build cycle before broad return on investment emerges. Vellante emphasizes that SaaS providers must become AI-native, protect data as a strategic asset and rethink seat-based pricing, while reinforcing governance models, interconnect architecture and measurable adoption benchmarks.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind 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 Future: AI Evolution and Strategic Investments05:30 - Nvidia and AWS Collaborations09:29 - Nvidia's Ethernet Innovation and Market Performance12:06 - Anthropic and Government Tensions14:40 - AI Factories and Mainstream Applications18:25 - Salesforce's Growth and SaaS Challenges21:18 - Microsoft's Copilot and Architecture Shift29:12 - Dell's Business Model Success Amid Market Chaos38:54 - OpenAI's Strategic Positioning43:56 - Final Thoughts and Upcoming EventsThis Week in Enterprise:AI power plays and a market reality checkAnthropic faces political heat and federal pressure as OpenAI lands a massive new raise and expands into consulting, while SaaS stocks wobble and investors grow cautious. Amid the turbulence, Dell rides the AI infrastructure surge with a standout quarter.Get the full story https://siliconangle.com/2026/02/27/openai-raises-megaround-anthropics-battles-multiply-saaspocalypse-widens/

February 21, 202644 min

123. AI Frenzy, Memory Supercycle & The Enterprise ROI Reckoning

February 6, 20261 hr 1 min

122. AI Whiplash, Capex Panic & the Myth of Software Death

January 30, 2026Episode 1211 hr 1 min

121. AI Goes All In: Mega Deals, Market Doubts, and the Enterprise Reckoning

The latest theCUBE Pod episode, with theCUBE Research’s John Furrier and Dave Vellante, kicks off at the NYSE Wired Studio with a candid look at where the AI market really stands. Mega deals keep piling up, skepticism is rising and the enterprise mood feels unsettled.Vellante opens with a quick check on a disrupted business week before the discussion turns to capital and momentum. Furrier walks through the surge in AI investment, references a Netscape-style moment around OpenAI and presses on whether today’s funding pace matches what companies can realistically absorb.As the conversation continues, Furrier and Vellante focus on infrastructure, risk and where gravity is forming. NVIDIA becomes a useful reference point for where real workloads are showing up. The takeaway isn’t hype or fear — it’s a clearer sense of which AI bets are starting to prove themselves.Read more https://siliconangle.com/2026/02/02/openai-nvidia-stock-market-ai-bubble-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind 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 Markets and Media: A Comprehensive Insight02:35 - The Growth and Financial Dynamics of AI: OpenAI's Influence and Market Trends07:05 - Strategic AI Investments and Ecosystem Dynamics11:05 - Financial Trends and Market Predictions13:18 - Nvidia’s Market Position and Criticism15:32 - AI IPOs and Market Windows19:38 - Shifts in SaaS Business Models27:26 - The Role of AI in Market Predictions34:01 - IBM's Impact and Transition Success38:16 - Infrastructure and Next-Gen Technology Growth47:48 - Elon Musk and Strategic Mergers52:49 - Conclusion and Super Bowl PreviewThis Week in Enterprise:Musk mulls a megacorp as AI dealmaking shifts into overdriveAI dealmaking is surging, led by massive funding talks at OpenAI and Anthropic, Elon Musk’s rumored mega-combination ambitions and Apple’s $2B AI buy. Investors favor AI infrastructure over enterprise software, while IPO optimism stays cautious amid market jitters and layoffs.Check out the full article https://siliconangle.com/2026/01/30/musk-mulls-megacorp-ai-dealmaking-shifts-overdrive/