IBM’s earnings shock, NVIDIA’s commanding position and Databricks’ rising valuation set the agenda in the latest episode of theCUBE Pod. John Furrier and Dave Vellante break down what these signals reveal about enterprise AI adoption, infrastructure spending and the widening gap between legacy technology and systems built for intelligence today. Furrier and Vellante also examine how data pipelines, agentic workloads, token economics and AI FinOps are reshaping enterprise strategy. They explain why companies must connect proprietary data with systems of intelligence, improve cost discipline and turn AI investments into measurable business value as competition across the infrastructure market intensifies today. Read more https://siliconangle.com/2026/07/20/enterprise-intelligence-ai-race-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 - Market Shifts: An Overview and IBM's Challenges 02:03 - IBM: Strategic Insights and Infrastructure Challenges 07:46 - The Future of AI and IBM's Strategy 18:56 - NVIDIA's Market Position and Valuation 21:23 - Broadcom and AMD's Market Growth 27:27 - AI Infrastructure and Corporate Strategies 31:22 - OpenAI and Anthropic Business Models 36:08 - Token Usage in AI Development 39:40 - Collaboration with AI and Human Interaction 45:45 - Future Perspectives and Closing Insights This Week in Enterprise: AI pressure builds as China closes in and IBM stumbles AI faces mounting calls for regulation as opposition to data centers grows, even while Meta doubles down on infrastructure spending. China’s latest model narrows the competitive gap, sovereign AI gains momentum and Nvidia strengthens its networking advantage. Meanwhile, IBM’s earnings warning sends its stock sharply lower ahead of earnings season. Explore more https://siliconangle.com/2026/07/17/ai-backlash-intensifies-china-gains-us-leaders-ibm-tanks/ Watch the full podcast below to find out why these industry pros were mentioned: David Brown, senior vice president of AWS Compute, AI and Platform at Amazon Rob Thomas, SVP of software and chief commercial officer at IBM Ali Ghodsi, co-founder and chief executive officer of Databricks Andy Jassy, president and CEO of Amazon.com Matt Garman, CEO of Amazon Web Services Arvind Krishna, chairman and CEO of IBM Jim Kavanaugh, SVP and chief financial officer of IBM John F. Akers, former CEO of IBM Tim Cook, CEO of Apple Charlie Kawwas, president of Broadcom Jeff Bezos, chairman of Amazon.com Lisa Su, chair and CEO of AMD Gilad Shainer, SVP of networking at Nvidia Alex Karp, CEO of Palantir Technologies George Gilbert, principal analyst at theCUBE Research Gavin Baker, chief information officer and managing partner at Atreides Management Jensen Huang, president, co-founder and CEO of Nvidia Allen Salmasi, chairman and CEO of Veea Inc. Jason Calacanis, internet entrepreneur David Sacks, White House AI & crypto czar Jeff Clarke, chief operating officer and vice chairman of Dell Technologies Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE #theCUBE #theCUBEpod #theCUBEresearch #IBM #NVIDIA #Databricks #RAISESummit

The 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 theCUBE Research’s view of enterprise data and infrastructure strategy. Vellante digs into Snowflake’s reinvention and Databricks’ developer pull, while Furrier sees Cisco’s opening in networking, optics and AI factory scale. The discussion keeps the focus practical: harmonized data, hybrid AI architectures, front-end agents, back-end systems of intelligence, token costs and security now define enterprise AI execution. Read more https://siliconangle.com/2026/06/08/snowflake-ai-stack-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/ 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: "Exploring theCUBE Pod: Market Insights and Emerging Tech Trends 02:24 - AI and the Enterprise: Cisco and Networking 04:43 - Technological Innovation and Economic Trends 08:24 - Advancing AI: NVIDIA's Impact on Accelerated Computing and Hybrid Solutions 11:09 - Data as a Company’s Crown Jewel 14:09 - Systems of Engagement and Intelligence 16:39 - Competition Among Data Platforms 19:51 - Snowflake: Strategic Market Position and Evolution 25:55 - Visionaries in the AI Space 28:38 - Advancing AI: From Traditional to Optical Networking 35:21 - Future of Silicon and Networking Solutions 39:57 - Energy and Efficiency in AI Factories 45:47 - AI Tokenomics and Future Horizons This Week in Enterprise The AI control race heats up Anthropic’s cautionary AI message, SpaceX’s massive fundraising plans and Snowflake’s push to become an AI control plane frame a widening enterprise battle. Cisco, Microsoft and Nvidia are also staking claims, while Oracle, Apple’s WWDC and FinOps X add more signals about where AI infrastructure and strategy head next from here. Check out the full article https://siliconangle.com/2026/06/05/filing-ipo-anthropic-says-ai-slow-fat-chance/ Watch the full podcast to find out why these industry pros were mentioned: Chuck Robbins, chair and CEO at Cisco Systems Inc. Jeetu Patel, executive vice president and general manager for security and collaboration business units at Cisco Jensen Huang, president, co-founder and CEO at Nvidia David Floyer, analyst emeritus at theCUBE Research Michael Dell, chairman and CEO at Dell Technologies Ginni Rometty, Aspen economic strategy group member and former CEO at IBM George Gilbert, principal analyst at theCUBE Research Sridhar Ramaswamy, CEO at Snowflake Inc. Frank Slootman, former chairman of the board of directors at Snowflake Inc. Arvind Krishna, chairman and CEO at IBM Ali Ghodsi, co-founder and chief executive officer of Databricks Mathew Carroll, CEO at Immuta Nicholas G. Carr, American journalist and writer #theCUBE #theCUBEPod #theCUBEresearch #Snowflake #Databricks #Cisco

TheCUBE 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 enterprise demand, infrastructure strategy and the shifting economics behind artificial intelligence adoption. The episode focuses on Dell’s rack-scale AI servers, supply-chain advantages, Nvidia partnerships and GPU utilization. Furrier and Vellante also examine Snowflake’s product evolution, governance push and Anthropic’s monetization strategy, while weighing what these moves mean for deployment models, total cost of ownership, token economics and enterprise AI infrastructure. Read more: https://siliconangle.com/2026/06/01/ai-hardware-dell-data-center-growth-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/ 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 and Markets: Dell's Rise and Future Trends 02:39 - Dell's Strategic Moves and Innovations 05:10 - Trump's Impact and Dell's Strategic Evolution 07:22 - Title: Dell's AI Innovations and Infrastructure 12:45 - Water Cooling vs. Air Cooling Debate 16:20 - Enterprise Technology Trends and Predictions 20:28 - Snowflake's Competitive Landscape 24:48 - Conclusion and Upcoming Events #theCUBE #theCUBEPod #theCUBEresearch #Dell #Snowflake #Anthropic #Nvidia

Agentic AI is starting to leave the keynote stage behind and show up in the harder work of running an enterprise. In the latest theCUBE Pod episode, theCUBE Research’s John Furrier and Dave Vellante break down IBM Think, the rise of AI builders, IBM’s opportunity in quantum and why infrastructure, governance and execution now matter more than hype. The conversation also turns to the money and machinery behind the AI boom, from Intel’s rebound and Nvidia’s valuation to neocloud spending, power constraints and the next wave of chip demand. Furrier and Vellante connect the dots across IPOs, compute capacity and the increasingly high-stakes race to build the systems powering AI’s future. Read more: https://siliconangle.com/2026/05/11/ibm-think-ai-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 #theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

TheCUBE Research’s John Furrier and Dave Vellante kick off theCUBE Pod with insight into IBM’s transformation, unpacking how strategic bets such as Red Hat and hybrid cloud continue to pay off. Furrier highlights the growing operational role of CFOs in AI, while Vellante connects leadership shifts to long-term market positioning and execution. The conversation turns to AI competition, where partnerships between model providers and software platforms reshape the landscape in real time. Furrier and Vellante explore Canva, Anthropic and OpenAI dynamics, while breaking down compute constraints, custom silicon moves and ecosystem strategies driving the next phase of enterprise AI infrastructure evolution. Read more: https://siliconangle.com/2026/04/20/ibms-ai-infrastructure-bottlenecks-ecosystem-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/ This Week In Enterprise: AI, orbit wars and the next phase of global tech competition AI and quantum computing are converging as Nvidia and HPE signal a new era, while Amazon’s $12B Globalstar move intensifies its battle with Starlink. At the same time, U.S.-China AI competition widens, IPO momentum builds and Google Cloud Next sets the stage for what comes next in enterprise AI. Check out the full article https://siliconangle.com/2026/04/17/ai-quantum-amazon-vs-starlink-wide-open-us-china-internet-battle/ Watch to find out why these industry pros were mentioned: Tim Crawford, chief information officer and strategic advisor at AVOA Jim Kavanaugh, senior vice president and chief financial officer of IBM Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Jensen Huang, president, co-founder and CEO of Nvidia Arvind Krishna, chairman and CEO of IBM Andy Jassy, president and CEO of Amazon.com Rob Thomas, senior vice president, software and chief commercial officer of IBM Lou Gerstner, former CEO of IBM John F. Akers, former CEO of IBM Ginni Rometty, Aspen economic strategy group member and former CEO of IBM Samuel J. Palmisano, former CEO of IBM Bill Tai, venture capitalist, athlete, adjunct professor Jeremy Burton, CEO of Observe Sam Altman, co-founder and CEO of OpenAI Dario Amodei, CEO of Anthropic Bret Taylor, chairman of the board at OpenAI Elon Musk, chief executive officer of Tesla Steve Jobs, co-founder and former CEO and chairman of Apple Hock Tan, president and CEO of Broadcom Mark Zuckerberg, CEO of Meta Platforms Paul Gillin, enterprise editor at SiliconANGLE Media Paul Nashawaty, principal analyst at theCUBE Research George Gilbert, principal analyst at theCUBE Research #theCUBE #theCUBEPod #theCUBEresearch #IBM #AIInfrastructure #HybridCloud #EnterpriseAI