theCUBE Podcast

Wall 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 examine what's driving market volatility, whether AI infrastructure spending can sustain its momentum and which companies stand to profit as the market evolves.
Beyond the market turmoil, Furrier and Vellante tackle growing opposition to data centers, shifting GPU economics and the infrastructure challenges facing AI adoption. They also discuss why networking, storage, data governance and agentic platforms matter as businesses push to turn massive AI investments into measurable returns and long-term value.
Read more: https://siliconangle.com/2026/11/09/midterms-ai-data-centers-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 Stock Selloff and Cloud Financing Risks
06:13 - Energy Markets Inspire AI Compute Futures
09:33 - AI Infrastructure Faces Political and Financial Hurdles
16:02 - AI Infrastructure Expansion and Financial Outlook
19:34 - NVIDIA’s Position in the Enterprise Intelligence Stack
21:49 - Embedding Management Knowledge in Enterprise Architecture
28:11 - AI Architectures, Coordination, and Strategic Acquisitions
31:42 - How AI Shifts Wealth From Labor to Capital
36:27 - Enterprise Control Points and Measurable Returns
40:10 - Enterprise AI and Advanced Computing Outlook

This Week In Enterprise:
Midterm fallout puts AI spending and Big Tech under scrutiny
A $2.5 trillion tech stock rout raises fresh questions about AI spending and investor confidence following the midterm elections. Despite strong earnings and Marvell’s proposed Lumentum acquisition, market uncertainty persists. The bigger question remains whether enterprise AI can generate enough returns to justify the massive infrastructure investments fueling its growth.
Check out the full article: https://siliconangle.com/2026/11/06/midterm-elections-will-put-ai-and-data-centers-on-trial-but-big-tech-may-end-up-winning-anyway/

Watch the full podcast to find out why these industry pros were mentioned:
Tom Lee, investor and entrepreneur
Dan Ives, technology analyst
Frank Slootman, former chairman of the board of directors at Snowflake Inc.
Ali Ghodsi, co-founder and chief executive officer of Databricks
John Roese, global CTO and chief AI officer of Dell Technologies
Lisa Su, chair and CEO of AMD
Michael Dell, chairman and CEO of Dell Technologies
George Gilbert, principal analyst at theCUBE Research
Geoffrey Moore, principal at Geoffrey Moore Consulting
Rob Hof, editor-in-chief at SiliconANGLE Media
Stu Miniman, senior director of market insights, hybrid platforms, at Red Hat

#theCUBE #theCUBEPod #theCUBEresearch #AI #AIInfrastructure #NVIDIA #Broadcom #AMD

AI 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 examine Anthropic’s IPO filing, shifting market dynamics and the growing pressure on tech companies to turn massive infrastructure investments into sustainable business growth.
The conversation also tackles inference economics, cloud competition, the emerging NeoCloud shakeout and the evolving roles of NYSE and Nasdaq. Furrier and Vellante weigh the importance of capital efficiency, enterprise AI adoption and cybersecurity, including the Binance breach, as investors look beyond hype toward measurable returns and long-term opportunities.
Read more: https://siliconangle.com/2026/11/02/ai-bubble-stock-market-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 - Tech Markets, Trading Shifts, and Earnings
06:02 - Building Secure Platforms for Lasting AI Value
10:05 - AI Investment and Adoption Beyond the Hype
14:53 - Why Productivity Gains Follow Investment
20:17 - AI Inference Economics and Technology Market Cycles
23:24 - Data and Systems Define AI Value
26:56 - Jensen Huang Versus Michael Burry
29:31 - Intel Earnings Expose Competitive Weaknesses
32:17 - Intel's Reported Pivot Toward Core CPUs
34:47 - AI Challenges Google's Search Business
38:11 - Cloud Growth and Semiconductor Investment Bets
42:22 - Semiconductor Innovation and AI Investment Returns
44:33 - NFL, Horse Racing, and Marathon Weekend

This Week in Enterprise:
Wall Street Gets Jittery Over Tech’s Future
Anthropic’s blockbuster IPO plans and massive AI infrastructure spending are raising questions about whether the investment boom can deliver lasting returns. As tech stocks tumble and cloud providers face growing scrutiny, concerns over profitability, market volatility and a potential neocloud shakeout are putting the industry’s long-term outlook to the test.
Check it out: https://siliconangle.com/2026/10/30/as-anthropic-finally-files-for-ipo-rising-risks-arent-slowing-the-ai-buildout-yet/

Watch the full podcast to find out why these industry pros were mentioned:
Crawford Del Prete, senior advisor at PSG
Will Chu, EVP and GM, custom cloud solutions, at Marvell
David Lazovsky, EVP and GM, Data Center Networking Business Group, at Marvell
Jeetu Patel, EVP and GM for security and collaboration business units at Cisco
Jensen Huang, president, co-founder and CEO of Nvidia
Jodi Shelton, founder of Global Semiconductor Alliance
Torsten Slok, chief economist and partner at Apollo
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE
Michael Burry, American investor
Jim Cramer, investment pro and TV personality
Lip-Bu Tan, chief executive officer of Intel
David K. Lam, founder of Lam Research Corp.
Andy Jassy, president and CEO of Amazon.com
Drake Maye, American football quarterback

#theCUBE #theCUBEPod #theCUBEresearch #AI #Anthropic #NVIDIA #Broadcom

Is 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 skepticism surrounding massive data center investments, pointing to growing inference demand and emerging revenue opportunities across the AI stack.

The conversation turns to IBM’s opportunity to capitalize on enterprise AI through trusted data, governance and agent orchestration. Furrier and Vellante also discuss Marvell’s growth projections, advances in optical connectivity and theCUBE’s coverage of the AI Data Pipeline Forum, where next-generation AI infrastructure takes the spotlight.

Read more: https://siliconangle.com/2026/10/13/ibm-ai-infrastructure-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 - Building the AI Landscape: Foundations and Frameworks
02:56 - Evaluating Tech Hubs: Market Dynamics, AI Risks, and Economic Bubbles
06:59 - Transforming Truth: The Evolution of Information and Media
11:44 - AI Complexity and Bud Ecosystem
14:16 - Competitive Advantage in AI
18:05 - IBM's AI Operating Model
22:30 - IBM's Trust and Innovation
26:43 - Marvell and the Connectivity Problem
31:51 - Title: Evolving Data Centers: Rack Scale Systems and Future Perspectives

This Week in Enterprise:

OpenAI’s revenue surprise rattles Wall Street as tech tensions rise

OpenAI’s $18 billion revenue shortfall rattled investors, raising questions about the AI boom’s staying power. Meanwhile, new AI models, massive quantum investments and Trump’s green card crackdown kept the technology industry on edge.

Check out the full article: http://siliconangle.com/2026/10/09/openai-revenue-falls-short-models-play-hopscotch-and-trump-cracks-down-on-tech-green-cards/

Watch the full podcast to find out why these industry pros were mentioned:

Ray Dalio, chief investment officer of Bridgewater Associates
Matt Calkins, CEO of Appian
David Lazovsky, EVP and GM of the Data Center Networking Business Group at Marvell Technology
Arvind Krishna, chairman and CEO of IBM
Rob Thomas, SVP of software and chief commercial officer at IBM
John F. Akers, former CEO of IBM
Prith Banerjee, SVP of innovation and member of the executive leadership team at Synopsys
Matt Murphy, partner at Menlo Ventures
Charlie Kawwas, president of Broadcom
Donald Trump, 47th president of the United States of America

#theCUBE #theCUBEPod #theCUBEresearch #IBM #Marvell #NVIDIA #Broadcom

The 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 system. Furrier and Vellante connect sovereignty, data movement, networking, storage and compute as enterprises rethink where AI runs, who controls it and why today.

The conversation moves from Dell’s infrastructure momentum and CoreWeave’s expansion to agent security, software disruption and the growing battle for control. Furrier and Vellante also weigh the risks of autonomous agents, rising infrastructure costs and the new cloud landscape taking shape as enterprise AI demand keeps accelerating across the industry.

Read more: https://siliconangle.com/2026/09/28/ai-agents-security-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/

This Week in Enterprise:

More agents go rogue — but AI companies aren’t slowing down yet

AI agents are raising new security concerns as attacks expose weak safeguards and human oversight gaps. Yet development keeps accelerating, with new models, cybersecurity defenses and infrastructure investments arriving rapidly. At the same time, energy constraints, regulation and Meta’s renewed metaverse push show how unpredictable the AI race remains.

Check out the full article: https://siliconangle.com/2026/09/25/more-agents-go-rogue-but-ai-companies-arent-slowing-down-yet/

Watch the full podcast to find out why these industry pros were mentioned:
Larry Fink, chairman and CEO of BlackRock
Lisa Su, chair and CEO of AMD
Bob Picciano, member of the advisory board from SolarWinds Worldwide
Charlie Kawwas, president of Broadcom
Arvind Krishna, chairman and CEO of IBM
Tony Kim, head of BlackRock Fundamental Equities Global Technology
Amit Eyal Govrin, founder and CEO of Kubiya
John Roese, global chief technology officer of products and operations at Dell
Ihab Tarazi, SVP and CTO of Dell
Matt Baker, managing director at Deloitte Digital
Bill Scannell, president of Global Sales and Customer Operations at Dell
David Goulden, former president of Dell EMC
Pat Gelsinger, former CEO of Intel
Dave Donatelli, CEO of Riverbed Technology
Joe Tucci, chairman and co-founder at Big Growth Partners
Michael Dell, chairman and CEO of Dell
Jeff Clarke, COO and vice chairman of Dell
Erik Woodring, managing director and head of U.S. Technology Hardware Equity Research at Morgan Stanley
David Floyer, analyst emeritus at theCUBE Research
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE
Jim McNiel, chief growth officer of TAE Technogies Inc.
Mark Zuckerberg, CEO of Meta Platforms
Teresa Carlson, president and chief commercial officer of Flexport
Jean English, global chief marketing officer of Juniper Networks

#theCUBE #theCUBEPod #theCUBEresearch #NVIDIA #Dell #CoreWeave #SovereignAI

The 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 Agentforce gamble, the rise of headless experiences and why Data Cloud could become the context engine behind enterprise agents everywhere.
Furrier points to survey data showing that fewer screens could mean more usage, more activity and a larger role for agents. Vellante follows the money to chips, data centers, CoreWeave and NeoCloud infrastructure, asking who ultimately owns the AI production stack as governance, pricing and a possible “SaaSpocalypse” loom ahead.

Read more on the latest theCUBE Pod: https://siliconangle.com/2026/09/21/salesforce-dreamforce-nscale-thecubepod/
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/

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

00:00 - Kickoff to Inspiration: Highlights from Dreamforce and Benioff's Vision
04:39 - The Role of AI and Agents
09:05 - Salesforce's Strategy and Future
13:39 - Data and Workflow in AI Era
18:52 - Infrastructure and Market Dynamics
24:56 - Specialized Models and Applications
27:56 - Salesforce's Growth and Opportunities
30:40 - Breaking News and IPOs
32:57 - Title: Navigating the Path Forward: Insights, Events, and Recommendations

This Week in Enterprise:
For AI agents, it’s the best of times, it’s the worst of times
AI’s contradictions dominate the week. Industry leaders urge restraint, yet companies continue accelerating agent development. Salesforce and Splunk move ahead, while cybersecurity vendors introduce new safeguards against rogue systems. Congress remains stalled on regulation. Meanwhile, conflicting federal actions create more uncertainty for cryptocurrency and its future in regulated financial markets.
Check it out: https://siliconangle.com/2026/09/18/for-ai-agents-its-the-best-of-times-its-the-worst-of-times/

Watch the full podcast below to find out why these industry pros were mentioned:
Jim Kavanaugh, senior vice president and chief financial officer of IBM
Jensen Huang, president, co-founder and CEO of Nvidia
Marc Benioff, chair and CEO of Salesforce Inc.
Dario Amodei, CEO of Anthropic
George Kurtz, CEO of CrowdStrike
Donald Trump, 45th and 47th president of the United States of America
Xi Jinping, president of the People’s Republic of China
Amit Eyal Govrin, founder and CEO of Kubiya
Geoffrey Moore, principal at Geoffrey Moore Consulting
Bret Taylor, chairman of the board at OpenAI
George Gilbert, principal analyst at theCUBE Research
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE
Sam Altman, co-founder and CEO of OpenAI
Fidji Simo, advisor at OpenAI
Sheryl Sandberg, former chief operating officer of Meta
Sir Nicholas William Peter Clegg, British retired politician and media executive
Elliot Schrage, former vice president, communications and public policy, at Facebook
Juan Loaiza, executive vice president at Oracle Corp.
Michael Dell, chairman and CEO of Dell Technologies
Matt Baker, managing director at Deloitte Digital
Jeff Clarke, chief operating officer and vice chairman of Dell Technologies
Travis Vigil, senior vice president of product management at Dell
Matt Garman, CEO of Amazon Web Services
Gordon Moore, American businessman and engineer

#theCUBE #theCUBEPod #theCUBEresearch #Dreamforce #Salesforce #Agentforce #AIInfrastructure