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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.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 17, 2026
Latest episodes
137. Beyond the Interface: Dreamforce, the SaaSpocalypse, and Who Owns the AI Production Stack (opens the original)
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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_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu Watch
136. NVIDIA Earnings, The AI Boom Just Got Bigger (opens the original)
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Nvidia’s latest quarter raises a bigger question: How far can its AI infrastructure ambitions reach? On theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down the company’s shift beyond GPUs toward full-stack AI factories, tracing monetization gains across Hopper, Blackwell and Vera Rubin architectures and enterprise adoption patterns. Furrier sees more potential per gigawatt as Nvidia expands its platform, while Vellante points to networking, memory and inference economics as
135. The AI High-Wire Act: Trillions in Spending, Rising Backlash and the Race to Prove the ROI (opens the original)
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AI’s biggest balancing act is no longer theoretical. In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down the economics, sovereignty concerns and infrastructure choices shaping enterprise strategies, connecting soaring token and GPU costs with governance, architecture and the push toward on-premises AI factories. Furrier and Vellante turn those pressures into practical guidance, from modeling token economics and ROI to comparing cloud and on-premises
134. The AI Bubble Debate, Neo Cloud Signals, What the Markets Missed on Cisco (opens the original)
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Is the AI infrastructure boom built to last, or are the warning signs getting harder to ignore? On theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante debate soaring investment, NeoCloud financing and enterprise demand while tracking CoreWeave, Nebius and the supply constraints shaping the market’s next phase for enterprises. Vellante sees familiar bubble signals in rising valuations, memory pricing and financing risk, while Furrier argues real demand and Nvidia-backed capital could k
133. Remembering David Floyer; From AI Models to AI Systems: The Next Technology Race (opens the original)
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AI is moving beyond the model era, and John Furrier and Dave Vellante dig into what comes next on the latest episode of theCUBE Pod. Furrier and Vellante examine the rise of AI systems spanning infrastructure, cloud architecture, security and economics, while also reflecting on the lasting contributions of David Floyer. Drawing on theCUBE Research and reporting from Black Hat and AMD Advancing AI, Furrier and Vellante examine the pressures shaping AI deployment. They focus on high bandwidth memo
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