theCUBE Podcast

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/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
They also break down recent interviews, including Nvidia CEO Jensen Huang on AI factories and scale. The discussion links hyperscaler strategy to real-world deployment, showing why infrastructure choices now drive AI speed, efficiency and long-term enterprise relevance.
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 also tackles the semiconductor reset, drawing on Jensen Huang’s view of how AI-driven factories and accelerated platforms are becoming foundational. It signals a broader shift toward integration, collaboration and execution over isolated breakthroughs.
Read more: https://siliconangle.com/2025/12/08/enterprise-technology-aws-reinvent-ai-nvidia-huang-thecubepod/
00:00 - Unveiling Innovations: From Global Events to Industry Insights
03:36 - Breaking Analysis: AI's Impact on Radiology Jobs
06:03 - Evolving Landscapes: Navigating Healthcare Challenges and Technological Innovations
08:12 - Entertainment Ecosystems: Strategic Moves and Industry Alliances
11:05 - Perplexity, Copyright, and Legal Battles in Media
13:35 - Media Power and Responsibility: The Role and Influence of Major News Outlets
18:59 - OpenAI and Large Language Models
22:08 - Building the Future: Innovating Infrastructure and Overcoming Data Challenges
27:08 - Strategic Frontiers: Leveraging Models and Enterprise Insights
32:39 - Taiwan and Global Semiconductor Dynamics
35:52 - Embracing Innovation: The Future of Tech with Agentforce and Autonomous Coding
39:48 - The TPU Debate and NVIDIA's Market Position
43:35 - OpenAI's Dominance in AI Traffic
46:21 - Comparing Tech Giants to Historical Companies
49:15 - Netscape's Mistakes and Lessons Learned
53:44 - AI Factories and Future Computing Models
57:27 - Networking, Global Influence, and Future Directions in AI Systems
Watch the full podcast to find out why these industry pros were mentioned:
Matt Garman, CEO of AWS
Swami Sivasubramanian, VP of database, analytics and machine learning at AWS
Colleen Aubrey, SVP of AWS Solutions at AWS
Jensen Huang, founder and CEO of Nvidia
Charlie Kawwas, president of Broadcom
Rob Hof, editor-in-chief at SiliconANGLE Media
Mark Albertson, senior writer at SiliconANGLE Media
David Linthicum, principal analyst at SiliconANGLE Media Inc. - theCUBE Research
Donald Trump, 45th and 47th president of the United States of America
David Sacks, White House AI and crypto czar
Dario Gil, Under Secretary for Science, U.S. Department of Energy and Director of the Genesis Mission
Joe Biden, 46th United States president
George Gilbert, principal analyst at theCUBE Research
David Floyer, analyst emeritus at theCUBE Research
Lisa Su, chair and CEO of AMD
Marc Benioff, chair and CEO of Salesforce
Elon Musk, CEO of Tesla
Nick Otto, global head of strategic partners at IBM
Sundar Pichai, CEO of Alphabet and Google
Sarbjeet Johal, founder and CEO of Stackpane
Crawford Del Prete, president of the IDC
Lina Khan, former chair of the FTC
#theCUBE #theCUBEPod #theCUBEresearch #AWSreInvent #Nvidia #AIFactories #semiconductors

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: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
Furrier and Vellante dig into the “Great AI Gold Rush,” where cloud giants such as Amazon and Microsoft are investing heavily to secure compute power and energy access. They connect the dots between major deals, including AWS’s engagement with OpenAI and the growing pressure on infrastructure to keep pace with AI demand.
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 moves beyond market headlines to explore what’s next — from productivity J-curves to the economic ripple effects of AI data centers in rural regions. Drawing on insights from experts including Erik Brynjolfsson, they unpack how power, not chips, has become the defining constraint in scaling AI.
Read more https://siliconangle.com/2025/11/10/ai-infrastructure-gold-rush-energy-bottleneck-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/
00:00 - Navigating the AI and Tech Landscape: Insights and Innovations
03:46 - Empowering Growth: Overcoming Infrastructure and Energy Constraints for Economic Revitalization
08:55 - Integrating Retail, Technology and Workforce Development: The Impact of Walmart, Data Centers and Nvidia
12:31 - AI Expansion: Navigating Energy Needs and Competitive Landscapes
17:26 - The Dynamics of Control and Resilience in Modern Markets
20:52 - Cryptocurrency Insights and Future Outlook
This Week In Enterprise:Despite big AI infrastructure deals, investors get nervous about the payoff 
Big AI infrastructure deals are exploding as cloud giants race for compute capacity. AWS struck multibillion-dollar agreements with OpenAI and Cipher Mining, while Microsoft expanded in the UAE and Australia. OpenAI even lobbied Washington for AI data center tax credits. With tech stocks wobbling and agent turf wars heating up, next week’s earnings and conferences could redefine the AI power landscape. 
Check out the full article https://siliconangle.com/2025/11/07/despite-big-ai-infrastructure-deals-investors-get-nervous-payoff/
Watch the full podcast to find out why these industry pros were mentioned:
Sam Altman, co-founder and CEO of OpenAI
 Brad Gerstner, founder and CEO of Altimeter Capital Management
 Satya Nadella, chairman and CEO of Microsoft
 Erik Brynjolfsson, American academic and author
 Jackie McGuire, principal analyst at theCUBE Research
 Andy Jassy, president and CEO of Amazon
 James Hamilton, SVP and distinguished engineer at Amazon
 Jensen Huang, founder and CEO of NVIDIA
 Steve Jobs, co-founder and former CEO and chairman of Apple
 Rob Strechay, principal analyst for theCUBE Research
 Savannah Peterson, principal analyst at theCUBE Research
 George Gilbert, principal analyst at theCUBE Research
 Michael Saylor, CEO of MicroStrategy
 Tom Lee, cryptocurrency analyst
#theCUBE #theCUBEPod #theCUBEresearch #AI #NYSE #DataInfrastructure #OpenAI

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: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
Furrier dives into CEO Jensen Huang’s ambitious plan to expand the U.S. AI tech stack globally. With insights from theCUBE Research and key voices such as Chris Wright, Vellante explores how Nvidia’s approach to data-driven innovation and cloud partnerships is shaping a new era of intelligent infrastructure and operational agility.
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/
Together, they unpack the growing collaboration among Nvidia, Microsoft, Google and Dell — and why co-designing AI frameworks could define the next industrial revolution. As the hosts point out, Nvidia’s energy-efficient AI factories aren’t just powering data centers; they’re redefining how nations compete and how innovation sustains itself in a connected, global economy.
Read more https://siliconangle.com/2025/11/03/nvidia-american-technology-ai-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/
00:00 - Tech Trends and Influential Figures: Navigating AI, Crypto and Presentation Excellence
03:57 - Revitalizing American Industry: The Synergy of AI and Manufacturing
06:17 - Nvidia's Expansive Impact: Leading Innovation Across Sectors and Empowering Global AI Development
10:44 - Navigating the Energy-AI Nexus: Implications and Policy Pathways
14:34 - Revolutionizing Telecom: Nvidia's Role in 6G Innovation and Industry Transformation
23:16 - Revolutionizing Industries: The Power of AI Factories with Nvidia
36:31 - Fortifying the Cloud: Overcoming Outages and Building Resilient Architectures in Leading Services
47:06 - Optimizing Enterprise Workflows: Leveraging AI for Data Management and Growth
50:28 - Empowering Data-Driven Enterprises: The Impact of Palantir and Future Horizons
This Week In Enterprise:
Rising AI tide lifts all cloud boats, but investors get more choosy 
Nvidia dominated headlines in Washington, D.C., flexing its AI chip leadership with support from HPE, Nokia and Samsung, which is building an AI Megafactory. Its $5 trillion valuation and CEO Jensen Huang’s dismissal of bubble fears set the tone for a week where AI lifted Alphabet, Amazon and Microsoft — even as layoffs, spending and competition kept investors on edge. 
Check out the full article https://siliconangle.com/2025/10/31/ai-lifts-cloud-boats-investors-get-choosy/
Watch the full podcast to find out why these industry pros were mentioned:
Jensen Huang, founder and CEO of Nvidia
 Donald Trump, 45th and 47th president of the United States of America
 Chase Lochmilller, CEO and co-founder of Crusoe Energy Systems
 Steve Ballmer, former CEO and president of Microsoft, founder of USAFacts
 Chris Wright, United States Secretary of Energy
 David Sacks, White House AI and crypto czar
 Joe Biden, 46th president of the United States of America
 Jeremy Burton, CEO of Observe
 Andy Jassy, president and CEO of Amazon
 Brad Gerstner, founder and CEO at Altimeter Capital
 George Gilbert, principal analyst at theCUBE Research
#theCUBE #theCUBEPod #theCUBEresearch #Nvidia #AITech #CloudComputing #Telecom

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.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1
Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308
YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
Furrier and Vellante examine how AI is transforming enterprise infrastructure, spotlighting Oracle’s data platform strategy and OpenAI’s growing ecosystem. Combining data-driven analysis from theCUBE Research with real-world insights, they reveal how cloud, compute and capital are converging to define the architecture of today’s fast-evolving AI economy.
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 dives into the high-stakes world of AI investments, crypto’s resurgence and the rapid ascent of “AI factories” as innovation powerhouses. With Furrier and Vellante’s insight and unfiltered analysis, it reveals how technology, business and strategy are colliding to reshape the future of the AI economy.
Read more: https://siliconangle.com/2025/10/20/salesforce-openai-agentic-ai-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/
This Week In Enterprise:
Mark Benioff pitches Salesforce’s agentic dreams as AI factories boom Third-quarter earnings kick off next week with SAP, IBM and Intel leading the charge. From AI factories to agentic infrastructure, enterprise tech is accelerating fast — with Nvidia, Salesforce and Oracle unveiling next-gen platforms as companies race to operationalize AI through automation, governance and resilient data systems across industries. 
Check out the full article https://siliconangle.com/2025/10/17/mark-benioff-pitches-salesforces-agentic-dreams-ai-factories-boom/
Watch the full podcast to find out why these industry pros were mentioned:
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE
Lynn Martin, president at NYSE Group
Judy Khan Shaw, host, interviewer and producer at Intercontinental Exchange (ICE)
Marc Benioff, chair and CEO of Salesforce
Donald Trump, 45th and 47th president of the United States of America
Laurene Powell Jobs, American entrepreneur and business professional
Charlie Kawwas, president of Broadcom
Hock Tan, president and CEO of Broadcom
Sam Altman, co-founder and CEO of OpenAI
Greg Brockman, president, chairman and co-founder of OpenAI
Jensen Huang, founder and CEO of NVIDIA
Dylan Patel, founder of SemiAnalysis
Sarbjeet Johal, founder and CEO of Stackpane
Chris Lynch, executive chairman and CEO of AtScale
Larry Ellison, chairman of the board and CTO of Oracle
Rob Strechay, principal analyst at theCUBE Research
David Floyer, analyst emeritus at theCUBE Research
Elon Musk, CEO of Tesla Inc.
Charles Fitzgerald, consultative strategist and investor
George Gilbert, principal analyst at theCUBE Research
Crawford Del Prete, president of the IDC
Stacy Rasgon, managing director and senior analyst of U.S. semiconductors and semiconductor capital equipment at Bernstein Research
Tarkan Maner, CMO of Nutanix
Deborah Conrad, founding partner at MIXTAPE Partners
Diane Bryant, former head of Intel’s Data Center Division
Gemma Allen, theCUBE host
Michael Dell, chairman and CEO of Dell Technologies
Juan Loaiza, EVP at Oracle
#theCUBE #theCUBEPod #theCUBEresearch #AI #EnterpriseAI