theCUBE Podcast

• 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 footprints.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRu Furrier and Vellante discuss IBM’s showcase at the US Open, spotlighting AI-driven analytics and strategy shifts that mark its comeback story. From events with tennis legend Tracy Austin to strong business moves, the discussion shows how innovation and visibility fuel positioning in a changing market.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/ The conversation highlights Broadcom’s stock momentum and partnerships fueling its rise. Vellante and Furrier examine how Nvidia and other AI leaders create new economic opportunities while reshaping strategies, stressing that today’s breakthroughs bring both rewards and challenges for enterprises in digital transformation.Read More https://siliconangle.com/2025/09/08/ai-factories-custom-silicon-deals-race-infrastructure-scale-thecubepod/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu00:00 - Introduction and Episode Overview03:17 - Exciting Experience at the US Open09:56 - Broadcom and Nvidia Stock Insights16:35 - Perspectives on AI Industry Challenges23:16 - AI, Market Dynamics and Winning Strategies28:35 - Salesforce and the SaaS Landscape34:44 - Antitrust Challenges and Their Implications38:59 - Reflections on Market Force Dynamics43:04 - Closing Thoughts and Market ActivityThis Week In Enterprise: Google dodges one antitrust bullet, Anthropic keeps the AI boom going, AI winners and losersMistral is reportedly raising at a $14 billion valuation, while OpenAI snapped up Statsig for $1.1 billion. Add in Sierra, You.com, Baseten, and LayerX’s funding rounds plus Atlassian’s $610 million Browser Company buy, and it’s clear: AI startups and browsers are red-hot right now.Google dodged a major antitrust setback when a judge ruled it could keep Chrome and maintain search deals with Apple and others, provided they aren’t exclusive. While U.S. courts cited AI’s impact on search, the EU hit Google with a $3.5 billion ad tech fine. Check out the full article https://siliconangle.com/2025/09/05/google-dodges-antitrust-bullet-anthropic-keeps-ai-boom-going-ai-winners-losers/Watch the full podcast below to find out why these industry pros were mentioned:Mark Zuckerberg, CEO of Meta Platforms Sam Altman, co-founder and CEO of OpenAI David Sacks, White House AI and crypto czar Tim Cook, CEO of Apple Jensen Huang, founder and CEO of Nvidia Elon Musk, CEO of Tesla Jim Cramer, American TV personality and author Arvind Krishna, chairman and CEO of IBM Bruno Aziza, group VP, data, BI and AI at IBM Aaron Rakers, managing director and technology analyst at Wells Fargo Pat Gelsinger, former CEO of Intel Paul Maritz, chairman at Pivotal and former CEO of VMware Jeff Bezos, chairman of Amazon Michael Dell, chairman and CEO of Dell Technologies Marc Benioff, chair and CEO of Salesforce George Gilbert, principal analyst at theCUBE Research Jamie Dimon, chairman and CEO of JPMorgan Chase Sarbjeet Johal, founder and CEO of Stackpane Jonathan Cantor, SVP and deputy chief privacy officer of Truist Lina Khan, former chair of the FTC Bill Gates, co-founder of Microsoft Janet Reno, former U.S. attorney general Jack Ma, Chinese business magnate and investor Donald Trump, 45th and 47th president of the United States of America#theCUBE #theCUBEPod #theCUBEresearch #IBM #Broadcom #AI #USOpen

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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 as Alibaba and Intel move to challenge GPU dominance. New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuFurrier and Vellante debate whether Nvidia’s “scale up, scale out, scale across” vision can sustain growth beyond hyperscalers into enterprises. Dell’s AI Factory emerges as a case study, with enterprises eager for turnkey solutions but still facing configuration and integration hurdles. The conversation explores where real adoption traction is happening.Read more https://siliconangle.com/2025/09/02/nvidia-earnings-hyperscaler-bets-broadcoms-data-center-role-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/The episode also takes a close look at market valuations; spotlighting Snowflake’s rising position compared with Databricks’s customer concentration. Studies from Stanford and MIT on job disruption, plus growing enterprise hesitation over AI security, add a sobering counterweight. Together, they weigh AI’s boom potential against the looming risks.Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu00:00 - Exploring Tech Landscapes: From Personal Journeys to Industry Insights06:53 - Nvidia's Market Position and Future Outlook17:29 - Enterprise AI and Market Trends25:20 - DataBricks vs. Snowflake31:44 - AI Ethics and Concerns37:43 - AI Project Failures and Enterprise Trends43:35 - Cybersecurity Sector Performance48:17 - Earnings Insights and Concluding ReflectionsThis Week in Enterprise The AI boom didn’t quite save Nvidia earnings, but enterprise software cashed inIn the most-watched tech event this week, Nvidia came up (a bit) short on earnings, but it still offered a pretty darn good growth projections.Thing is, they didn’t include any possible sales to China, which don’t seem out of the question at some point. No surprise that investors mostly gave it a pass, the stock down less than a point Thursday.It was a mixed bag for other enterprise hardware and software, as Snowflake, MongoDB, Box, Autodesk and Elastic outperformed, thanks to enterprises using their wares to build AI apps, along with Pure Storage and NetApp. But Dell, Nutanix, HP and Marvell disappointed, though not massively so, mostly on revenue outlooks investors wish were a little higher. Well, sure.VMware is trying to remain relevant in cloud application development in the AI era, adding AI features to its VMware Cloud Foundation for private clouds and its Tanzu application platform. All well and good, but it’s still an uphill battle against the big cloud providers that are still drawing in more enterprises to their platforms every day.Not to be an AI doomer, but more downsides of AI are emerging: actual job and website revenue losses, plus Elon Musk’s haymaker against Apple and OpenAI, Anthropic’s possibly precedent-setting copyright infringement lawsuit settlement, and, far from least, the death of a teen his parents blame in a lawsuit on conversations with ChatGPT, and now a murder-suicide apparently fed by ChatGPT. If not deal killers, all this will require more than sheer boosterism while whistling past the graveyard to keep AI’s momentum going.Check out the full article https://siliconangle.com/2025/08/29/ai-boom-didnt-quite-save-nvidia-earnings-enterprise-software-cashed/#theCUBE #theCUBEPod #theCUBEresearch #Nvidia #Dell #AIFactories

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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 battles.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuFurrier and Vellante unpack the energy from the NYSE’s “Crypto Trailblazers” series, highlighting big-name players and the growing IPO appetite in digital finance. They also tackle Intel’s foundry struggles, floating a bold plan for U.S. government majority ownership while weighing the risks of political influence in such a critical industry.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/The conversation then shifts to AI’s growing pains, from ChatGPT-5 rollout hiccups to the long road ahead for enterprise adoption of agentic workflows. They balance enthusiasm with caution, warning that overblown expectations could trigger a market pullback. Furrier and Vellante close with a reminder: transformation is coming but on its own timeline.Read More: https://siliconangle.com/2025/08/18/crypto-innovation-government-bets-semiconductors-ai-next-decade-thecubepod/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu 00:00 - Intro00:01 - Tech Trends and Market Dynamics: Navigating the Digital Era02:04 - Crypto Insights and Market Dynamics: Navigating IPOs and Market Trends04:38 - Strategic Innovation: Navigating Market Dynamics in the Tech Industry08:40 - Strategic Moves and Government Involvement11:21 - Technological Challenges and Investment Insights13:41 - Integrating Wright's Law and AI for Advanced Manufacturing Solutions16:41 - OpenAI and ChatGPT-5 Challenges21:57 - LLM Economics and Enterprise AI Agents26:22 - AI's Impact on Stock Markets and Valuations31:51 - Crypto Wave and Operationalizing Fintech51:13 - Financial Systems Evolution and Regulatory Adjustments55:13 - Strategic Shifts and Future Trends: Navigating the Evolving Business LandscapeThis Week in Enterprise:Intel CEO’s Trump travails, Perplexity’s audacious bid for Chrome, and crypto’s IPO partyIntel CEO Lip-Bu Tan is getting put through a ringer, isn’t he?First Trump says he should be fired, then he praises him to the skies, then he apparently wants the government to buy a stake in the company — though given it’s Trump, that’s far from certain. Don’t miss Dave Vellante’s Breaking Analysis this week that offers a credible way such a deal might work.Speaking of Trump, what must Nvidia CEO Jensen Huang must be thinking, as the president demanded and apparently will get 15% of revenue from AI chip exports to China.New-age search engine Perplexity made an audacious $34.5 billion bid to buy Google’s Chrome browser, which is not even for sale yet, pending a court decision. But it reportedly had to raise a new round to show it’s serious, which remains in doubt despite its claim that it has several venture funds interested in backing its bid.Enterprise earnings reports were another mixed bag this week, as Cisco Systems outperformed thanks to AI infrastructure deals, but Applied Materials plunged after a downbeat forecast that signals potential trouble for the chip industry, and AI cloud data center provider CoreWeave tanked.Check out the article https://siliconangle.com/2025/08/15/intel-ceos-trump-travails-perplexitys-audacious-bid-chrome-cryptos-ipo-party/Watch the full podcast below to find out why these industry pros were mentioned: Marc Benioff, chair and CEO at Salesforce#theCUBE #theCUBEPod #theCUBEresearch #NYSE #CryptoTrailblazers #Intel #AI

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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 weights for broader enterprise adoption.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuFurrier and Vellante also tackle the growing IPO buzz around OpenAI, with investors eyeing a trillion-dollar valuation. The conversation shifts to Intel’s strategic crossroads, where board members and political players debate spinning off foundry operations to stay competitive — highlighting how national tech policy and market forces are colliding in real time.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/The duo closes with a deep dive into the GENIUS and Clarity Acts, unpacking how these measures aim to standardize stablecoin rules and clarify digital asset oversight. They connect the dots between regulatory clarity, market readiness and the next wave of fintech innovation, underscoring why this groundwork matters for the AI-driven economy ahead.Read the full article https://siliconangle.com/2025/08/11/openai-ecosystem-play-nvidias-open-source-ai-dominance-thecubepodWatch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu00:00 - Tech Evolutions and Market Movements: OpenAI's Transformative Journey02:22 - Navigating the Tech Terrain: Open Source, Corporate Challenges, and Industry Rivalries04:47 - Strategic Insights on Open Source, AI, and Economic Impact08:41 - Discussing OpenAI's Potential IPO12:07 - Navigating the AI Frontier: Investment Opportunities and Strategic Hurdles18:21 - Trump's Influence on Intel21:31 - The Challenges in the Semiconductor Industry27:47 - The GENIUS Act and Regulatory Impact on Crypto36:53 - The Role of Stablecoins and Upcoming Regulatory Changes42:27 - Tech Futures: Emerging Trends and PredictionsThis Week in Enterprise:OpenAI debuts GPT-5 AI model, Trump calls for Intel CEO to resign, and IPOs keep poppingAI continues to suck all the air and the dollars out of the room, with a flurry of new models and new fundings this week.It’s still a breakneck race in AI, as OpenAI, Anthropic and Google all released new models and agents. In particular, OpenAI debuted its GPT-5 flagship model, which combines the reasoning abilities of its o-series with the faster responses of its GPT series.OpenAI’s biggest challenge actually won’t be fellow foundation model makers but the likes of JPMorgan, whose data holds the real value for the future of AI — so explain Dave Vellante and George Gilbert in their latest Breaking Analysis.Investors don’t seem to be thinking that far ahead, though, as OpenAI’s reported talks on its latest stock sale carrying a $500 billion valuation for the company keep upping the need to execute perfectly to grow into it.The drumbeat of initial public offerings continued this week with Firefly Aerospace debuting with a 34% pop over its initial offering price. Cryptocurrency exchange Bullish also filed.It was a decidedly mixed bag for enterprise tech earnings this week, as Palantir, Digital Ocean, Arista, Extreme Networks and others outperformed, but AMD, Supermicro, Kyndryl and others disappointed. Next week’s earnings include Cisco, CoreWeave and Applied Materials.

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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 fast-evolving enterprise landscape.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuWatch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

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