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Latest episodes
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139. IBM, Marvell, and the state of AI Infrastructure
October 16, 2026 · 34 minIs the AI infrastructure boom headed for a bubble, or is the market missing the bigger picture? In the latest episode of theCUBE Pod, John Furrier and Dave Vellante challenge the skepticism surrounding massive data center investments…
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138. The AI Factory Is the Computer + Agents Need a New Control Plane
September 25, 2026 · 54 minThe latest episode of theCUBE Pod finds John Furrier and Dave Vellante looking past the GPU race to the bigger shift: AI infrastructure becoming a full intelligence production system. Furrier and Vellante connect sovereignty, data…
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137. Beyond the Interface: Dreamforce, the SaaSpocalypse, and Who Owns the AI Production Stack
September 18, 2026 · 35 minThe 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…
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136. NVIDIA Earnings, The AI Boom Just Got Bigger
August 28, 2026 · 54 minNvidia’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…
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135. The AI High-Wire Act: Trillions in Spending, Rising Backlash and the Race to Prove the ROI
August 22, 2026 · 51 minAI’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…
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134. The AI Bubble Debate, Neo Cloud Signals, What the Markets Missed on Cisco
August 17, 2026 · 57 minIs 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…
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133. Remembering David Floyer; From AI Models to AI Systems: The Next Technology Race
August 7, 2026 · 54 minAI 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…
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132. AMD's Systems Strategy, Inference Dominance & The Future of Agentic AI
July 25, 2026 · 37 minIn the latest theCUBE Pod episode, John Furrier gives his take on two major enterprise stories: AMD’s shift from chips to integrated AI systems and IBM’s emerging role as an operating system for enterprise AI. He argues that Wall Street is…
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131. IBM’s AI Reality Check, Nvidia’s Lead, and the Race for Enterprise Intelligence
July 17, 2026 · 50 minWatch 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…
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130. Snowflake, Databricks, Cisco, and the Al Arms Race
June 5, 2026 · 51 minThe AI stack is turning into a full-contact race, and John Furrier and Dave Vellante put Snowflake, Databricks and Cisco under the microscope. In the latest theCUBE Pod, Furrier and Vellante connect field reporting from Cisco Live with…
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129. AI’s Growth Engine: Dell’s Blowout, Snowflake’s Surge, Anthropic’s Rise
May 29, 2026 · 36 minTheCUBE Research’s John Furrier and Dave Vellante return for the latest episode of theCUBE Pod with a look at Dell’s strong quarter, Snowflake’s momentum and Anthropic’s growing position in AI. Furrier and Vellante connect the dots across…
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128. IBM Thinks Business First in the AI Era, Why NVIDIA Might be Undervalued at $5 Trillion
May 10, 2026 · 39 minWatch 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…

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