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.
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.
117. The Great AI Gold Rush: Cloud Giants Bet Billions while Agent Wars Ignite
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 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/
Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
This week’s episode of theCUBE Pod features theCUBE Research’s John Furrier and Dave Vellante tas 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/g5NaFcRuFurrier and Vellante discuss IBM’s showcase at the US Open, spotlighting AI-driven analytics and strategy shifts that mark the company’s comeback story. From exclusive events with tennis legend Tracy Austin to strong business moves, the discussion emphasizes how innovation and visibility fuel competitive positioning in a rapidly 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 also highlights Broadcom’s stock momentum and key partnerships driving its rise. Vellante and Furrier analyze how Nvidia and other AI leaders are creating new economic opportunities while reshaping corporate strategies. They also underscore how today’s technology breakthroughs carry both potential rewards and challenges for enterprises navigating digital transformation.Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu#theCUBE #theCUBEPod #theCUBEresearch #IBM #Broadcom #AI #USOpen00:00 - 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 Activity
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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_TNsSX
Apple Podcasts: https://lnkd.in/gGYj5sUQ
YouTube: https://lnkd.in/g5NaFcRu
Furrier 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-thecubepod
Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
00:00 - Tech Evolutions and Market Movements: OpenAI's Transformative Journey
02:22 - Navigating the Tech Terrain: Open Source, Corporate Challenges, and Industry Rivalries
04:47 - Strategic Insights on Open Source, AI, and Economic Impact
08:41 - Discussing OpenAI's Potential IPO
12:07 - Navigating the AI Frontier: Investment Opportunities and Strategic Hurdles
18:21 - Trump's Influence on Intel
21:31 - The Challenges in the Semiconductor Industry
27:47 - The GENIUS Act and Regulatory Impact on Crypto
36:53 - The Role of Stablecoins and Upcoming Regulatory Changes
42:27 - Tech Futures: Emerging Trends and Predictions
This Week in Enterprise:
OpenAI debuts GPT-5 AI model, Trump calls for Intel CEO to resign, and IPOs keep popping
AI 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.
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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 the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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/g5NaFcRuWatch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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/g5NaFcRuWatch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends