theCUBE Podcast

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 see...

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 server...

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...

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

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...

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...

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 soft...

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...

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...

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 t...

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 ra...

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

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/1hBxl...

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 shaping the future of cloud. New episodes every Friday. Subscribe for weekly tech analysis. Spotify: ...

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 technology’s next leap forward. New episodes every Friday. Subscribe for weekly tech analysis. Spotify:  htt...

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 the industry. New episodes every Friday. Subscribe for weekly tech analysis. Spotify:  https://open.spoti...

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

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 2025. New episodes every Friday. Subscribe for weekly tech analysis. Find more SiliconANGLE...

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 footprints. New episodes every Friday. Subscribe for weekly tech analysis. Spotify:  https://lnkd.in/ge_TNsSX...

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 as Alibaba and Intel move to challenge GPU dominance.  New episodes every Friday. Subscribe for weekly...

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 battles. New episodes every Friday. Subscribe for weekly tech analysis. Spotify:  https://lnkd.in/ge_T...

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 weights for broader enterprise adoption. New episodes every Friday. Subscribe for weekly tech analysis. Spoti...

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:...

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:...

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:...