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theCUBE Podcast

Technology EN ↓ 127 episodes

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.

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Episodes

79. AI Leaders East Coast, AI Bubble Not Bursting, Intel NVIDIA Miss, Perplexity Valuation 24.10.2024 59:45

78. Deep Dive on IBM's AI-First Strategy, Snowflake-Databricks Dust-Up, Datacenters Go Nuclear 18.10.2024 1:02:43

77. AI & Climate Change, CoreWeave Funding and the Future of GPU Clouds, theCUBE + NYSE CXO Summit 11.10.2024 52:04

76. OpenAI's Eye Popping Raise, Brad Gershners Thesis & Big Bet, Can Google Challenge OpenAI's Moat 04.10.2024 1:03:46

74. Intel (sort of) Spins Foundry, Benioff's Agentic Version, Mandiant & Crowdstrike Highlight Business Resilience 20.09.2024 1:03:25

72. Nvidia Antitrust Scrutiny, Is the PC Dead?, King Making in AI, CUBEd Awards 06.09.2024 1:00:13

71. The Big GPU Short?, China Chips Reach-around, Explaining Broadcom VMware, Crowdstrike Reset 23.08.2024 1:09:41

70. Is Matt Garmin Bill Belichick? Cloud Data Wars, Bitcoin Revolution 16.08.2024 1:06:47

69. AI Bubble, Big Tech Bullseye, Security Community Unites 09.08.2024 47:33

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

68. Intels meltdown, tech bloodbath, cloud earnings, AI leaders 02.08.2024 51:38

67. Kamala's tech chops, Databricks/Snowflake survey, the real skinny on cloud market data 26.07.2024 52:50

66. Crowdstrike chaos, exclusive customer survey reveals financial exposure 19.07.2024 1:04:00

65. Debate debacle, Amazon $2T, VMware complaints, New Trend: Agentic AI 28.06.2024 1:05:49

64. VMware customer choices, NVIDIA love fest 21.06.2024 47:33

63. Snowflake Databricks Olympics, GenAI ROI Questions, Perplexity Review 14.06.2024 1:03:36

In this week’s episode of theCUBE Pod, industry analysts John Furrier and Dave Vellante delve into the fierce competition between Snowflake and Databricks, focusing on their distinct strategies and market positions. Vellante highlights Databricks' faster growth and its cleaner revenue model, contrasting it with Snowflake's integration of AWS revenue. New episodes every Friday. Subscribe...

62. The Great Iceberg Debate & A Conversation with Snowflake CEO, Sridhar Ramaswamy 08.06.2024 36:03

In this week’s edition of theCUBE Podcast, recorded during Snowflake's Data Cloud Summit, the discussion centered around the challenges of creating governance standards across various compute engines. Snowflake's strategy to open-source the Polaris Catalog and the importance of its Horizon solution for advanced governance were key topics. New episodes every Friday. Subscribe for weekly t...

61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or Not 31.05.2024 1:00:15

In episode 61 of The Cube podcast, theCUBE Research analysts John Furrier and Dave Vellante dive into the latest enterprise news and technological advancements, including significant developments in AI, such as Elon Musk's $6 billion fundraising and OpenAI's strategic media deals with Vox Media and Atlantic. New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://...

60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats 24.05.2024 1:16:24

59. The AI 2024 Wars 17.05.2024 1:07:52

58. Conversations with Boomi CEO Steve Lucas, Zscaler CEO Jay Chaundry, and Red Hat CEO Matt Hicks 10.05.2024 1:01:17

On this weeks edition of theCUBE Pod we listen in to theCUBE's coverage of Boomi World, RSAC, and Red Hat Summit. (00:43) First John Furrier sits down with Boomi CEO Steve Lucas, (23:08) followed by Dave Vellante's conversation with Zscaler CEO Jay Chaudry, (39:58) then wrapped up with Rebecca Knight & Rob Strechay's talk with Red Hat CEO Matt Hicks.

57. Is NVIDIA Cisco or Google? AI vs Internet Bubble, RSA(i) Preview 03.05.2024 54:15

On this week’s edition of theCUBE Pod, theCUBE Research analyst John Furrier and Dave Vellante talk about Nvidia's evolution, the AI bubble vs the internet bubble, and give a preview on RSA Conference 2024. First up, Vellante shares insights on Nvidia's position in the market, sparking a debate on whether it's more akin to Cisco or Google. New episodes every Friday. Subscribe for we...

56. Are Americans Lazy, Chips Culture Clash, AI Arms Race, Rubrik IPO 26.04.2024 56:31

In episode 56 of the theCUBE Podcast, theCUBE Research analyst John Furrier and Dave Vallante discuss a wide range of topics, including the elimination of non-compete agreements, the acquisition of HashiCorp by IBM, challenges faced by Intel in the chip market, and the performance of companies like Microsoft and Rubrik. New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https:...

55. Kara Swisher Rants, Silicon Supply Chains, SAS Innovates 19.04.2024 44:02

54. Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast 12.04.2024 1:12:27

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 05.04.2024 1:10:14

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