theCUBE Podcast

SiliconANGLE

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. 5d ago

    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

  2. Jul 25

    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

  3. Jul 17

    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

  4. Jun 5

    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

  5. May 29

    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

  6. May 10

    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_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

  7. Apr 17

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

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

  8. Mar 27

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

    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

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Ratings & Reviews

5
out of 5
6 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
    130
  • Rating
    Explicit
  • Copyright
    © SiliconANGLE
  • Show Website
    theCUBE Podcast

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