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  • Info
117. The Great AI Gold Rush: Cloud Giants Bet Billions while Agent Wars Ignite
November 8, 2025
The AI infrastructure race is heating up fast, and John Furrier and Dave Vellante are right in the middle of it on the latest episode of theCUBE Pod. Recorded in part at the New York Stock Exchange, the two break down the billion-dollar battle for AI dominance, energy constraints and data control shaping the future of cloud. 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 YouT... Read more
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