theCUBE Podcast

The interface is fading, and AI agents are ready to run the show. On the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down Salesforce’s Agentforce gamble, the rise of headless experiences and why Data Cloud could become the context engine behind enterprise agents everywhere.
Furrier points to survey data showing that fewer screens could mean more usage, more activity and a larger role for agents. Vellante follows the money to chips, data centers, CoreWeave and NeoCloud infrastructure, asking who ultimately owns the AI production stack as governance, pricing and a possible “SaaSpocalypse” loom ahead.

Read more on the latest theCUBE Pod: https://siliconangle.com/2026/09/21/salesforce-dreamforce-nscale-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/

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

00:00 - Kickoff to Inspiration: Highlights from Dreamforce and Benioff's Vision
04:39 - The Role of AI and Agents
09:05 - Salesforce's Strategy and Future
13:39 - Data and Workflow in AI Era
18:52 - Infrastructure and Market Dynamics
24:56 - Specialized Models and Applications
27:56 - Salesforce's Growth and Opportunities
30:40 - Breaking News and IPOs
32:57 - Title: Navigating the Path Forward: Insights, Events, and Recommendations

This Week in Enterprise:
For AI agents, it’s the best of times, it’s the worst of times
AI’s contradictions dominate the week. Industry leaders urge restraint, yet companies continue accelerating agent development. Salesforce and Splunk move ahead, while cybersecurity vendors introduce new safeguards against rogue systems. Congress remains stalled on regulation. Meanwhile, conflicting federal actions create more uncertainty for cryptocurrency and its future in regulated financial markets.
Check it out: https://siliconangle.com/2026/09/18/for-ai-agents-its-the-best-of-times-its-the-worst-of-times/

Watch the full podcast below to find out why these industry pros were mentioned:
Jim Kavanaugh, senior vice president and chief financial officer of IBM
Jensen Huang, president, co-founder and CEO of Nvidia
Marc Benioff, chair and CEO of Salesforce Inc.
Dario Amodei, CEO of Anthropic
George Kurtz, CEO of CrowdStrike
Donald Trump, 45th and 47th president of the United States of America
Xi Jinping, president of the People’s Republic of China
Amit Eyal Govrin, founder and CEO of Kubiya
Geoffrey Moore, principal at Geoffrey Moore Consulting
Bret Taylor, chairman of the board at OpenAI
George Gilbert, principal analyst at theCUBE Research
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE
Sam Altman, co-founder and CEO of OpenAI
Fidji Simo, advisor at OpenAI
Sheryl Sandberg, former chief operating officer of Meta
Sir Nicholas William Peter Clegg, British retired politician and media executive
Elliot Schrage, former vice president, communications and public policy, at Facebook
Juan Loaiza, executive vice president at Oracle Corp.
Michael Dell, chairman and CEO of Dell Technologies
Matt Baker, managing director at Deloitte Digital
Jeff Clarke, chief operating officer and vice chairman of Dell Technologies
Travis Vigil, senior vice president of product management at Dell
Matt Garman, CEO of Amazon Web Services
Gordon Moore, American businessman and engineer

#theCUBE #theCUBEPod #theCUBEresearch #Dreamforce #Salesforce #Agentforce #AIInfrastructure

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 constraints. They connect Cisco’s Nvidia collaboration, neoclouds and rack-scale edge systems to changing deployment models, while Salesforce’s results suggest AI can expand SaaS adoption rather than displace it.

Read More: https://siliconangle.com/2026/08/31/thecube-analysis-nvidia-mythos-cisco-thecubepod/

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

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 Landscape: NVIDIA's Economic Influence and Expansion
02:39 - NVIDIA: Financial Highlights and Data Center Insights
06:05 - Integrating AI: From Factory Systems to SaaS Solutions
10:47 - Frontier Model Vendors
13:06 - AI Stack and Strategy
18:12 - AI Factory and Market Expansion
20:47 - Future Inference and Robotics
25:10 - Networking Challenges
29:36 - CrowdStrike's Success Story
36:26 - Cybersecurity Changes
42:49 - Upcoming Industry Events
45:23 - Closing Thoughts

This Week in Enterprise:

It’s Nvidia’s world. We just live in it

AI’s momentum rolls on as Nvidia and Salesforce crush earnings, fueling confidence in infrastructure and software demand. Nvidia expands across the stack while industry leaders warn about concentrated power, cyberattacks and public backlash. Meta’s settlement adds scrutiny, PayPal slides after abandoned takeover talks and more major earnings loom next week.

Check out the full article: https://siliconangle.com/2026/08/28/its-nvidias-world-we-just-live-in-it/

Watch the full podcast below to find out why these industry pros were mentioned:
Colette Kress, chief financial officer of Nvidia
Jensen Huang, president, co-founder and CEO of Nvidia
Marc Benioff, chair and CEO of Salesforce Inc.
Dario Amodei, CEO of Anthropic
George Gilbert, principal analyst at theCUBE Research
David Floyer, analyst emeritus at theCUBE Research
Alex Karp, CEO of Palantir Technologies
Jeff Bezos, chairman of Amazon.com
Bill Gates, co-founder of Microsoft
Lina Khan, former chair of the Federal Trade Commission
Usain Bolt, Jamaican retired runner
Sagar Kadakia, founder and CEO of Qualitate
George Kurtz, CEO of CrowdStrike
Jim Cramer, investment pro and TV personality
Chen Goldberg, senior vice president of engineering at CoreWeave
Jean English, global chief marketing officer at Juniper Networks

#theCUBE #theCUBEPod #theCUBEresearch #Nvidia #AI #AIBoom #AIInfrastructure

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 deployments for steady workloads. They also discuss Canva’s cost reduction, AI virtualization and why separating the control plane, data governance and model governance helps organizations control spending, compliance and risk.

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

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 - Episode 135: Adventures, Sovereignty, and the Five Pillars
03:27 - Title: "Economic and Governance Aspects of AI Infrastructure
09:10 - Infrastructure Development: Balancing Sovereignty and Costs
13:29 - The Role of Futures in AI Build-out
16:26 - Data Center Efficiency and Public Backlash
18:49 - Tech Investments and the Future of AI
22:42 - Anthropic's Growth and Financial Implications
27:08 - AI Integration in Business Workflows
32:10 - Sovereignty in Tech Partnerships
34:49 - Implications of Security in AI Development
41:48 - SaaS Industry Challenges and Innovations
44:15 - ServiceNow and Digital Twin Potential
47:30 - Upcoming Events and Market Predictions

This Week in Enterprise:

AI’s data center boom hits political resistance

Data centers are becoming an unlikely election flashpoint as public resistance to AI infrastructure grows. Meanwhile, off-balance-sheet spending, debt plans and questions about OpenAI’s momentum are raising the financial stakes. Stripe’s OpenRouter deal, security acquisitions and upcoming Nvidia earnings show an industry racing ahead despite mounting political and economic pressure.

Check it out the full article: https://siliconangle.com/2026/08/21/politics-hits-data-centers-openai-falls-behind-anthropic-and-now-ai-is-too-big-to-fail-quietly/

Watch the full podcast to find out why these industry pros were mentioned:
Jensen Huang, president, co-founder and CEO at Nvidia
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE
Curtis Martin, American football player
Troy Vincent, American football player
Ronnie Lott, American former American football player
Andy Jassy, president and CEO at Amazon.com
Michael Burry, American investor
Gabe Monroy, VP of developer experience at Google Cloud
Dave Wright, Chief Innovation Officer at ServiceNow
George Gilbert, principal analyst at theCUBE Research
Geoffrey Moore, Principal at Geoffrey Moore Consulting
Peter Drucker, Austrian-American consultant and educator

#theCUBE #theCUBEPod #theCUBEresearch #Sovereignty #AI #AIinfrastructure

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 keep expansion moving. They also assess utilization, contract structures, residual values and Cisco’s latest results, giving technology leaders a sharper view of what could matter through 2030 and beyond.

Read more: https://siliconangle.com/2026/08/17/ai-bubble-neoclouds-thecubepod/

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

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 - Title: Navigating Economic Dynamics in the Age of AI
02:47 - Bubble Definition and Market Speculation
04:58 - Title: Navigating AI Growth: Financing Challenges and Market Insights
06:59 - AI Technology and Predictions
10:53 - AI and Market Dynamics: Integrating Supply Chains, Economics, and Infrastructure
17:11 - Navigating the Future: AI Risks and Financial Paradigms
24:39 - Cloud Computing Evolution and Market Transition
31:36 - AI Market Monetization and Future Outlook
35:58 - CoreWeave’s Growth and Industry Impact
41:55 - Future Networking and Economic Renaissance
51:40 - Strategic Insights and Future Directions: Cisco’s Adaptability and Technology Evolution

This Week In Enterprise:

The AI party keeps roaring: Why it won’t end anytime soon

The AI boom keeps accelerating despite growing concerns that a bubble is forming. Robert Hof looks at persistent infrastructure shortages, Nvidia’s financing ambitions, mixed tech earnings, Google’s cloud strategy, Meta’s open-model bet and Databricks’ latest raise as spending climbs and the risks surrounding the buildout become harder to ignore.

Check out the full article: https://siliconangle.com/2026/08/14/ai-party-keeps-roaring-wont-end-anytime-soon/

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
Sarbjeet Johal, founder and CEO of Stackpane
Rob Hof, editor-in-chief at SiliconANGLE Media
Jensen Huang, president, co-founder and CEO of Nvidia
George Steinbrenner, former principal owner and managing partner of Major League Baseball’s New York Yankees
Bruno Aziza, group VP, data, BI and AI at IBM
Jeff Bezos, chairman of Amazon.com
Adrian Cockcroft, tech adviser
Teresa Carlson, former president and chief commercial officer of Flexport
George Gilbert, principal analyst at theCUBE Research
Ali Ghodsi, co-founder and CEO of Databricks
Chen Goldberg, senior vice president of engineering at CoreWeave
Alex Karp, CEO of Palantir Technologies
Zedd, DJ, record producer
DJ Snake, DJ, French record producer

#theCUBE #theCUBEPod #theCUBEresearch #AI #NeoCloud #NVIDIA #CoreWeave

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 memory, power constraints, neo-clouds, AI factories, agentic workflows and security as enterprises confront new bottlenecks and rethink how large-scale AI systems operate.

Read more: https://siliconangle.com/2026/08/10/agentic-ai-systems-david-floyer-thecubepod/

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

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 - Title: **Navigating the Digital Landscape: Trends and Insights
03:44 - Practitioner Challenges
06:02 - AI Infrastructure Shift
09:29 - Semiconductor Boom
21:13 - NeoClouds and Energy
24:59 - Grid and Data Centers
30:43 - Space and Future Technologies
34:37 - DeepMind Shakeup
46:45 - Remembering David Floyer

Watch the full podcast to find out why these industry pros were mentioned:
Charlie Kawwas, president of Broadcom
Michael Dell, chairman and CEO of Dell Technologies
Jensen Huang, president, co-founder and CEO of Nvidia
Krista Case, principal analyst and practice lead for cyber resilience and security at theCUBE Research
Jon Oltsik, principal analyst for cybersecurity at theCUBE Research
Andy Grove, former chief operating officer and president of Intel Corp.
David Floyer, analyst emeritus at theCUBE Research
Demis Hassabis, Nobel laureate, co-founder and chair of Google DeepMind
Vijay Khanna, former chief growth and corporate development officer of UiPath
Thomas Kurian, CEO of Google Cloud
Andy Jassy, president and CEO of Amazon.com
Alex Karp, CEO of Palantir Technologies

#theCUBE #theCUBEPod #theCUBEresearch #BlackHat #NVIDIA #AMD #OpenAI