theCUBE Podcast

SiliconANGLE
  • 5.0 (4)
  • TECHNOLOGY
  • UPDATED WEEKLY

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.

  1. 4D AGO

    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/

    42 min

  2. FEB 27

    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/

    46 min

  3. FEB 21

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

    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

    44 min

  4. FEB 6

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

    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

    1h 1m

  5. JAN 30

    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/

    1h 2m

  6. JAN 23

    120. Inside the AI and Crytpo Infra Gold Rush: Capital, Chips, and the Cost of Getting Data Wrong

    In this week’s theCUBE Pod episode, John Furrier and Dave Vellante discuss how AI and crypto are colliding inside modern financial infrastructure. Recording from the NYSE and the Boston Studio, they dig into what BitGo’s initial public offering reveals about institutional adoption, trust and the evolving shape of digital finance. They break down how BitGo positions itself as core infrastructure rather than a speculative platform, drawing parallels to how AWS reshaped cloud computing. The conversation explores custody, trust and transaction integrity, as well as why BitGo’s strategy matters as AI-driven systems increasingly intersect with digital asset workflows. The discussion widens to global signals from Davos and beyond, where AI, blockchain and enterprise systems are converging faster than expected. Furrier and Vellante also unpack regulatory pressure, OpenAI’s influence and shifting market dynamics, offering a grounded look at how finance, trading and asset management could evolve over the next decade.Read more: https://siliconangle.com/2026/01/26/bitgo-ipo-nvidia-davos-ai-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/

    57 min

  7. JAN 16

    119: AI Retail Week, More NVIDIA Dominance, AI on the Edge

    119: AI Retail Week, More NVIDIA Dominance, AI on the Edge

    58 min

  8. 12/05/2025

    118. Jensen Visits theCUBE, re:Invent Ramblings, OpenAI in Trouble?

    On the latest theCUBE Pod, John Furrier and Dave Vellante unpack fresh signals from AWS re:Invent. They explore how AI infrastructure, semiconductors and cloud scale are redefining competitive advantage and setting the stage for candid conversations with the leaders shaping what comes next. 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=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu They also break down recent interviews, including Nvidia CEO Jensen Huang on AI factories and scale. The discussion links hyperscaler strategy to real-world deployment, showing why infrastructure choices now drive AI speed, efficiency and long-term enterprise relevance. 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/ The conversation also tackles the semiconductor reset, drawing on Jensen Huang’s view of how AI-driven factories and accelerated platforms are becoming foundational. It signals a broader shift toward integration, collaboration and execution over isolated breakthroughs. Read more: https://siliconangle.com/2025/12/08/enterprise-technology-aws-reinvent-ai-nvidia-huang-thecubepod/ 00:00 - Unveiling Innovations: From Global Events to Industry Insights03:36 - Breaking Analysis: AI's Impact on Radiology Jobs06:03 - Evolving Landscapes: Navigating Healthcare Challenges and Technological Innovations08:12 - Entertainment Ecosystems: Strategic Moves and Industry Alliances11:05 - Perplexity, Copyright, and Legal Battles in Media13:35 - Media Power and Responsibility: The Role and Influence of Major News Outlets18:59 - OpenAI and Large Language Models22:08 - Building the Future: Innovating Infrastructure and Overcoming Data Challenges27:08 - Strategic Frontiers: Leveraging Models and Enterprise Insights32:39 - Taiwan and Global Semiconductor Dynamics35:52 - Embracing Innovation: The Future of Tech with Agentforce and Autonomous Coding39:48 - The TPU Debate and NVIDIA's Market Position43:35 - OpenAI's Dominance in AI Traffic46:21 - Comparing Tech Giants to Historical Companies49:15 - Netscape's Mistakes and Lessons Learned53:44 - AI Factories and Future Computing Models57:27 - Networking, Global Influence, and Future Directions in AI Systems Watch the full podcast to find out why these industry pros were mentioned:Matt Garman, CEO of AWSSwami Sivasubramanian, VP of database, analytics and machine learning at AWSColleen Aubrey, SVP of AWS Solutions at AWSJensen Huang, founder and CEO of NvidiaCharlie Kawwas, president of BroadcomRob Hof, editor-in-chief at SiliconANGLE MediaMark Albertson, senior writer at SiliconANGLE MediaDavid Linthicum, principal analyst at SiliconANGLE Media Inc. - theCUBE ResearchDonald Trump, 45th and 47th president of the United States of AmericaDavid Sacks, White House AI and crypto czarDario Gil, Under Secretary for Science, U.S. Department of Energy and Director of the Genesis MissionJoe Biden, 46th United States presidentGeorge Gilbert, principal analyst at theCUBE ResearchDavid Floyer, analyst emeritus at theCUBE ResearchLisa Su, chair and CEO of AMDMarc Benioff, chair and CEO of SalesforceElon Musk, CEO of TeslaNick Otto, global head of strategic partners at IBMSundar Pichai, CEO of Alphabet and GoogleSarbjeet Johal, founder and CEO of StackpaneCrawford Del Prete, president of the IDCLina Khan, former chair of the FTC #theCUBE #theCUBEPod #theCUBEresearch #AWSreInvent #Nvidia #AIFactories #semiconductors

    1 hr
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Ratings & Reviews

5
out of 5
4 Ratings

About

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.

Information

  • Creator
    SiliconANGLE
  • Years Active
    2023 - 2026
  • Episodes
    122
  • Rating
    Clean
  • Copyright
    © SiliconANGLE
  • Show Website
    theCUBE Podcast

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