PODCAST · technology
theCUBE Podcast
by 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.
Episodes
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139. IBM, Marvell, and the state of AI Infrastructure
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...
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138. The AI Factory Is the Computer + Agents Need a New Control Plane
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...
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137. Beyond the Interface: Dreamforce, the SaaSpocalypse, and Who Owns the AI Production Stack
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…
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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...
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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...
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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...
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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...
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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...
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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…
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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...
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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…
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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…
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127. The Great AI Buildout: Spending, Signals & the ROI Question
127. The Great AI Buildout: Spending, Signals & the ROI Question
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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…
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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...
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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...
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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…
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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…
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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...
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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...
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119: AI Retail Week, More NVIDIA Dominance, AI on the Edge
119: AI Retail Week, More NVIDIA Dominance, AI on the Edge
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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...
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117. The Great AI Gold Rush: Cloud Giants Bet Billions while Agent Wars Ignite
The AI infrastructure race is heating up fast, and John Furrier and Dave Vellante are right in the middle of it on the latest episode of theCUBE Pod. Recorded in part at the New York Stock Exchange, the two break down the billion-dollar battle for AI dominance, energy constraints and data control...
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116. Nvidia’s Mission to Rebuild the US Tech Stack, Telecom’s Comeback, Cloud’s Biggest Quarter!
Nvidia’s big moves take center stage in the latest episode of theCUBE Pod, where co-hosts John Furrier and Dave Vellante break down the company’s vision from the floor of the New York Stock Exchange. From AI factories to telecom reinvention, the conversation captures the pulse of enterprise...
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115. Benioff's Two Step, OpenAI's Peanut Butter Chips Strategy, Future of AI Factories
In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down the top stories shaping enterprise tech. From Marc Benioff’s controversial remarks to OpenAI’s expanding partnerships with Nvidia and Broadcom, they reveal what’s truly driving AI strategy across…
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114: Bubba-licious or Surfs Up, OpenAI and Anthropic Battle for Supremacy, are NeoClouds the Next AWS?
114: Bubba-licious or Surfs Up, OpenAI and Anthropic Battle for Supremacy, are NeoClouds the Next AWS?
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113: NVIDIA saves Intel, IBM rings the bell, $CRWD Strikes Back
In this week's episode of theCUBE Pod, analysts John Furrier and Dave Vellante discuss tech stock's biggest moments, dissecting the impact of NVIDIA's new collaboration with Intel, the moment at NYSE where IBM rings the bell, and highlights from theCUBE's live coverage at CrowdStrike fal.con…
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112: IBM Aces the US Open, The Street Finally Wakes up to Broadcom, AI Economics: Buy More Make More
This week’s episode of theCUBE Pod features theCUBE Research’s John Furrier and Dave Vellante as they take a timely look at how tech and business intersect. They explore how major players such as IBM and Broadcom are shaping industries with innovations that stretch beyond their traditional...
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111. NVIDIA & Tech Earnings - Boom or Bust for AI AI Factories Spend More Make More, Open AI Blamed For Teen Tragedy
In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante dive into Nvidia’s record-breaking earnings and the shifting economics of AI factories. They unpack how a small group of hyperscaler customers is driving nearly half of Nvidia’s revenue, while competitors such...
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110. Decoding Trump's Intel Love-Hate, AI Drama, Government Influence & Crypto’s Continued Party
In the latest episode of theCUBE Pod, John Furrier and Dave Vellante dive into a whirlwind week of tech headlines. From Bullish’s explosive IPO to Perplexity’s eyebrow-raising $34 billion Chrome bid, they explore how crypto, AI and browser wars are reshaping markets and sparking fresh competitive...
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109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake Up, The GENIUS Act Adds Clarity
In the latest episode of theCUBE Pod, John Furrier and Dave Vellante break down OpenAI’s bold ecosystem shift. They explore how launching on AWS alongside other platforms signals a deliberate move away from Microsoft, expanding reach and enabling developers to customize models through open…
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108. Figma IPO to the Moon! The Brutal Economics of LLMs, Azure’s Clever Shell Game
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…
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107. Tom Lee’s Crypto Master Class, IPO Window Opening, Trump’s AI Action Plan
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…
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106. AWS Agent Debate, Agent Cloud Washing, IPO Window Widening
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…
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105. Andy Jassy Visits theCUBE Studio at NYSE, The Physical World Gets Tokenized, RAISE Summit Preview
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…
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104. Will AI be a Commodity? SnowBricks on a Collision Course; A New Cisco for the AI Era
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…
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103. NVIDIA Sees 100x Demand, Salesforce & Informatica Acquisition, Agents Taking Over Software
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…
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102. Jensen Huang: Taiwan a Supercomputer Hub | Dell, GoogleIO, MSFT Build | VAST’s Bold Pivot
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…
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101. Tech Leaders Abu Dhabi & Riyadh Unleash an AI Sandstorm—‘Make Money, Not War’ Fueling the World’s Largest Compute Build-Out
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…
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99. Data on the Security Market, 10 Major Themes at RSAC, Marc Benioff’s Gift to Steve Jobs
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…
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98. Same Old FTC, Google Meta Breakup, AI Transforming Industries, Brenioff Tease
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…
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96. NVIDIA GTC - The Super Bowl for AI and Ethereum Under Pressure
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…
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95. An Interview with Elliott Donnelley
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…
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93. theCUBE Pod Live From the New York Stock Exchange
The latest episode of theCUBE Pod takes you inside the action as John Furrier and Dave Vellante broadcast live from the New York Stock Exchange, unveiling theCUBE’s new Buttonwood Room studio. They look into the NYSE’s media expansion, the evolving role of independent media and the significance…
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ABOUT THIS 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.
HOSTED BY
SiliconANGLE
CATEGORIES
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Frequently Asked Questions
How many episodes does theCUBE Podcast have?
theCUBE Podcast currently has 123 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is theCUBE Podcast 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.
How often does theCUBE Podcast release new episodes?
theCUBE Podcast publishes regularly with 123 episodes available. Check the episode list for the typical release schedule.
Where can I listen to theCUBE Podcast?
You can listen to theCUBE Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts theCUBE Podcast?
theCUBE Podcast is created and hosted by SiliconANGLE.
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