All Episodes

139. IBM, Marvell, and the state of AI Infrastructure

138. The AI Factory Is the Computer + Agents Need a New Control Plane

137. Beyond the Interface: Dreamforce, the SaaSpocalypse, and Who Owns the AI Production Stack

136. NVIDIA Earnings, The AI Boom Just Got Bigger

135. The AI High-Wire Act: Trillions in Spending, Rising Backlash and the Race to Prove the ROI

134. The AI Bubble Debate, Neo Cloud Signals, What the Markets Missed on Cisco

133. Remembering David Floyer; From AI Models to AI Systems: The Next Technology Race

132. AMD's Systems Strategy, Inference Dominance & The Future of Agentic AI

131. IBM’s AI Reality Check, Nvidia’s Lead, and the Race for Enterprise Intelligence

130. Snowflake, Databricks, Cisco, and the Al Arms Race

129. AI’s Growth Engine: Dell’s Blowout, Snowflake’s Surge, Anthropic’s Rise

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

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

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

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

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

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

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

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

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

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

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

117. The Great AI Gold Rush: Cloud Giants Bet Billions while Agent Wars Ignite

116. Nvidia’s Mission to Rebuild the US Tech Stack, Telecom’s Comeback, Cloud’s Biggest Quarter!

115. Benioff's Two Step, OpenAI's Peanut Butter Chips Strategy, Future of AI Factories

114: Bubba-licious or Surfs Up, OpenAI and Anthropic Battle for Supremacy, are NeoClouds the Next AWS?

113: NVIDIA saves Intel, IBM rings the bell, $CRWD Strikes Back

112: IBM Aces the US Open, The Street Finally Wakes up to Broadcom, AI Economics: Buy More Make More

111. NVIDIA & Tech Earnings - Boom or Bust for AI AI Factories Spend More Make More, Open AI Blamed For Teen Tragedy

110. Decoding Trump's Intel Love-Hate, AI Drama, Government Influence & Crypto’s Continued Party

109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake Up, The GENIUS Act Adds Clarity

108. Figma IPO to the Moon! The Brutal Economics of LLMs, Azure’s Clever Shell Game

107. Tom Lee’s Crypto Master Class, IPO Window Opening, Trump’s AI Action Plan

106. AWS Agent Debate, Agent Cloud Washing, IPO Window Widening

105. Andy Jassy Visits theCUBE Studio at NYSE, The Physical World Gets Tokenized, RAISE Summit Preview

104. Will AI be a Commodity? SnowBricks on a Collision Course; A New Cisco for the AI Era

103. NVIDIA Sees 100x Demand, Salesforce & Informatica Acquisition, Agents Taking Over Software

102. Jensen Huang: Taiwan a Supercomputer Hub | Dell, GoogleIO, MSFT Build | VAST’s Bold Pivot

101. Tech Leaders Abu Dhabi & Riyadh Unleash an AI Sandstorm—‘Make Money, Not War’ Fueling the World’s Largest Compute Build-Out

100. Insider's Guide to AI Differentiation, Cloud Earnings: The Rich Get Richer, RSAC 25 Rundown

99. Data on the Security Market, 10 Major Themes at RSAC, Marc Benioff’s Gift to Steve Jobs

98. Same Old FTC, Google Meta Breakup, AI Transforming Industries, Brenioff Tease

97. Google Next Analysis, Trump Tariffs, AI Everywhere All At Once

96. NVIDIA GTC - The Super Bowl for AI and Ethereum Under Pressure

95. An Interview with Elliott Donnelley

94. Don’t Worry About NVIDIA, the AI Superclouds, Crypto Trailblazers

93. theCUBE Pod Live From the New York Stock Exchange

92. NextGen Social Media & Trust Networks, Restructuring Intel to Save Foundry, On-prem AI Designing In-House Silicon

91. What’s going on with IBM? Cloud-AI Tug of War, From DeepSeek to DOGE

90. DeepSeek Deep Dive Winners & Losers, Sci-Ops Conspiracy, A New Cold War

89. Stargate: Follow the Money, Crypto Gets an EO Boost, TikTok Gets a Lifeline

88. Trump Tech & Public Policy, TikTok Flip Flopping, US Export Controls - Winners & Losers

87. CES Insanity, NVIDIA as Wintel, NYSE Expansion

86. CFOs as AI Leaders, Intel Foundry Spin, Databricks Valuation, AI Bubble or Not?

84. LIVE from AWS re:Invent! Conversation with Amazon CEO Andy Jassy

83. LIVE from SC24! Is Nvidia Secretariat? HPC meets AI, govs rush to spend $30B on Chips Act

82. Tech Party Time, Business as Code, AI Agents & Amazon's Massive Opportunity

81. Election Reset on Tech, Debunking Activists Slamming Jassy, Enterprise AI About to Boom

80. Tech earnings firehose, AI CAPEX mania, Jamie Dimon vs. Sam Altman, AI Election

79. AI Leaders East Coast, AI Bubble Not Bursting, Intel NVIDIA Miss, Perplexity Valuation

78. Deep Dive on IBM's AI-First Strategy, Snowflake-Databricks Dust-Up, Datacenters Go Nuclear

77. AI & Climate Change, CoreWeave Funding and the Future of GPU Clouds, theCUBE + NYSE CXO Summit

76. OpenAI's Eye Popping Raise, Brad Gershners Thesis & Big Bet, Can Google Challenge OpenAI's Moat

74. Intel (sort of) Spins Foundry, Benioff's Agentic Version, Mandiant & Crowdstrike Highlight Business Resilience

72. Nvidia Antitrust Scrutiny, Is the PC Dead?, King Making in AI, CUBEd Awards

71. The Big GPU Short?, China Chips Reach-around, Explaining Broadcom VMware, Crowdstrike Reset

70. Is Matt Garmin Bill Belichick? Cloud Data Wars, Bitcoin Revolution

69. AI Bubble, Big Tech Bullseye, Security Community Unites

68. Intels meltdown, tech bloodbath, cloud earnings, AI leaders

67. Kamala's tech chops, Databricks/Snowflake survey, the real skinny on cloud market data

66. Crowdstrike chaos, exclusive customer survey reveals financial exposure

65. Debate debacle, Amazon $2T, VMware complaints, New Trend: Agentic AI

64. VMware customer choices, NVIDIA love fest

63. Snowflake Databricks Olympics, GenAI ROI Questions, Perplexity Review

62. The Great Iceberg Debate & A Conversation with Snowflake CEO, Sridhar Ramaswamy

61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or Not

60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats

59. The AI 2024 Wars

58. Conversations with Boomi CEO Steve Lucas, Zscaler CEO Jay Chaundry, and Red Hat CEO Matt Hicks

57. Is NVIDIA Cisco or Google? AI vs Internet Bubble, RSA(i) Preview

56. Are Americans Lazy, Chips Culture Clash, AI Arms Race, Rubrik IPO

55. Kara Swisher Rants, Silicon Supply Chains, SAS Innovates

54. Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast

53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding

52. SBF Gets 25, DBRX & The LLM Olympics, Open Ecosystems v NVIDIA

Reactions to Nvidia GTC24, Broadcom's Investor Day, and AI Factories

50. The TikTok Ban, What's Fake What's Real? Bitcoin Rising

49. Broadcom Update, theCUBE Look Ahead

48. Nvidia the next monopoly? Intel throwing the Hail Mary ?

47. Zuck & Hock, MWC Preview, the Battle for Enterprise AI

46. Cohesity & Veritas Exclusive, Sam Altman & Meta go for trillions, AI Chip wars

45. AI Not Lifting All Boats (yet), Cisco's AI Opportunity, Intel's Uphill Battle

44. Getting AI ROI, Broadcom's Game Plan & IT Infra Futures

43. Crypto Tailwinds, Carta Crisis, Massive Layoffs Fuel AI Startups

42. Perplexity Raised, Smaller LLM's & 2024 Optimism

41. Year End Review, 2024 Predictions & Stocks to Watch

40. David vs Goliath AI Battle, Intel vs NVIDIA, Government vs Industry

39. Chip Wars, New Data Architecture, AI Winners & Losers

38. Battle for AI Supremacy - Who Wins? Is AWS or Microsoft at Risk?

37. Open AI's Launch; Is Watsonx Real; Scoring Innovation