Andy Hock, senior vice president of product & strategy at Cerebras Systems Inc.; Shehram Jamal, chief product officer for data & models at HUMAIN (Al-Mustaqbal Lil-Thaka Al-Istinai Company, also known as Future Artificial Intelligence Company); Kevin Cochrane, chief marketing officer at Vultr, a registered trademark of The Constant Company LLC.; and Joseph S. Spence, chairman, chief investment officer at NativelyAI, join theCUBE’s John Furrier at theCUBE + NYSE Wired: Robotics & AI Infrastructure Leaders 2025 event. The panel explores how robotics and AI infrastructure are reshaping global innovation and sovereignty in the AI era.
The panelists examine regional approaches to AI deployment, emphasizing sovereign strategies and compute accessibility across economic divides. They discuss the cultural and geographic nuances shaping infrastructure choices and development priorities.
From scaling compute capacity to redefining AI as a public good, the conversation highlights the sector’s high stakes and even higher potential. The discussion offers a grounded take on building equitable, globally competitive AI ecosystems.
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Galiano Tiramani, Boxabl
Andy Hock, senior vice president of product & strategy at Cerebras Systems Inc.; Shehram Jamal, chief product officer for data & models at HUMAIN (Al-Mustaqbal Lil-Thaka Al-Istinai Company, also known as Future Artificial Intelligence Company); Kevin Cochrane, chief marketing officer at Vultr, a registered trademark of The Constant Company LLC.; and Joseph S. Spence, chairman, chief investment officer at NativelyAI, join theCUBE’s John Furrier at theCUBE + NYSE Wired: Robotics & AI Infrastructure Leaders 2025 event. The panel explores how robotics and AI infrastructure are reshaping global innovation and sovereignty in the AI era.
The panelists examine regional approaches to AI deployment, emphasizing sovereign strategies and compute accessibility across economic divides. They discuss the cultural and geographic nuances shaping infrastructure choices and development priorities.
From scaling compute capacity to redefining AI as a public good, the conversation highlights the sector’s high stakes and even higher potential. The discussion offers a grounded take on building equitable, globally competitive AI ecosystems.
play_circle_outlineThe company's first product, the Casita, is a quickly deployable small house prototype.
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play_circle_outlineBOXABL's Ambitious Vision: Revolutionizing Housing Production with a House Every 60 Seconds Through Innovative Assembly Line Techniques
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play_circle_outlineInnovations include transporting modular components without requiring special permits, reducing shipping costs.
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play_circle_outlineBOXABL's Expanding Manufacturing Footprint: $230 Million Raised and 800 Casitas Delivered to Over 66,000 Investors
In this video, Galiano Tiramani, founder of Boxabl, shares insights during a discussion filmed at theCUBE's East Coast Studio at the New York Stock Exchange. The conversation focuses on Boxabl's forward-thinking approach to housing, as part of the "theCUBE + NYSE Wired: Physical AI & Robotics" series.
John Furrier of SiliconANGLE Media, Inc. hosts this insightful session exploring Boxabl's revolutionary concepts in prefabricated housing. With an extensive background in automated building processes, Tiramani highlights the transformative potential of ...Read more
exploreKeep Exploring
What has been the progress and product development in the business since last year?add
What is the vision for the production process of houses, and how does it compare to traditional building methods?add
What is the main challenge faced by the company in the construction and transportation of their buildings?add
What is the current status and scale of the manufacturing operation and product offerings of the company in Las Vegas?add
>> Hello, I'm John Furrier with theCUBE are here at theCUBE's East Coast Studio at the New York Stock Exchange. This is our East Coast access point, our studio on the ground here. Of course, we've got our Palo Alto California studio connecting Silicon Valley and Wall Street tech and money. Galiano here, is the founder of BOXABL, a company we've interviewed before in the past with the CFO. Innovative products, I was raving about it after meeting them. Thanks for coming on. Appreciate taking the time.
Galiano Tiramani
>> Yeah, thank you for having me. I'm one of the founders of BOXABL. Our mission is to make housing affordable by mass-producing buildings in a factory. Of course, most buildings are built on site using manual hand tools. It's slow and expensive. There's not enough housing in the country, and we think we can dramatically bring down the cost through mass production, assembly line principles, automation, and that's our goal.
John Furrier
>> So talk about the momentum since last year. Again, very simple concept. There's some innovation in the assembly and the manufacturing, you pointed that out. Great concept. I don't want to say drop ship a house, but you can basically just... It's easy to deploy. You got some efficiencies. What's the momentum since last year in the business?
Galiano Tiramani
>> Yeah, so we started out with our first product, the Casita. So it's a studio apartment, kitchen, bathroom, bed, couch, folds up, fully built in our factory. Ships, deployed on site, sets up in an hour and the house is ready to go. Since then, we've been launching other products. So that product is kind of a small house that you put in the backyard as a guest cottage. Now we have prototypes ready for single family, bigger houses, maybe a 2000-square-foot house, everything, apartment buildings, townhouses, so we can build it all. We have what we're calling our phase two technology, which is everything we've learned over the past few years manufacturing this first product. All the information is now being dropped into that phase two, so it's improved across the board with pricing, quality, structural ratings, wind ratings, et cetera. And hopefully, we'll be launching some projects with those new products soon.
John Furrier
>> So you guys learned a lot from the existing two products, adding that into the knowledge bank, if you will, the system, what's the big innovation? Because it's a revolution in housing. I mean, there's a housing crisis there and everyone's talking about it. You're essentially delivering a fast track solution for not just someone who wants to manage their property, have a guest home and do the math on cost benefit, but you're taking it to a whole nother level. What's the vision?
Galiano Tiramani
>> The vision is incredibly massive. We need to be at scale and by scale I mean I want to put a house out of our factory every 60 seconds. House, house, house, house. And that sounds crazy because most houses takes 18 months to build, but that's how they do it with automobiles, that is totally possible with the existing technology. All products are manufactured on an assembly line except for houses. So we think we can do it. We're already down to making a house every couple of hours. And the faster you go, the bigger your assembly line is, the more automation you have, the more you can push down the cost. And we think we can push the cost down dramatically because if you consider the way they're doing it now, they have these kind of skilled craftsmen, electrician, plumber going around doing custom stuff, obviously, it's going to be expensive. Imagine if you ordered a Tesla and instead of them banging it out in their factory, some guy showed up in your driveway with a welding torch and some hammers and started building it. It would be slow, expensive, poor quality, and the factory solves all of that. So we're working to make that come to reality.
John Furrier
>> It's funny. I was just about to ask you about Tesla because that was running through my mind. If you think about what Tesla did, everything was about the automation and the technology process and it happened to be electronic car. So obviously, electronic cars, you got to have the plugs and it's charging stations, what's the equivalent version for BOXABL in terms of... Okay, you got the process, that vision's a great vision, but then you got to land it somewhere. You got to have utilities just like you got to plug a Tesla into the charging station or have it hooked up to your house. Early days of Tesla is what people had to do. Of course it's not hard, but you got to do it. It's electricity. What's the equivalent version of BOXABL that you guys see as that key linkage because you got to plug it to utilities?
Galiano Tiramani
>> Yeah, it's a complicated problem. The company is extremely ambitious and there is a lot to it. We can get the house built in the factory, but unfortunately, there is still some work that needs to get done on site. You need to prepare the lands, you need to bring in utilities. So that's kind of part of the figuring out how to make that all work and how to make that all flow. But our big innovation when we started was we figured out how to make these buildings fit on the road without compromising on them.
John Furrier
>> You mean to transport?
Galiano Tiramani
>> Yeah, so you can actually transport them because the way a lot of the traditional modular guys and a lot of the modular guys that have failed were shipping these things was as a wide load. And when you ship a wide load down the highway, you just explode the budget. It becomes extremely expensive. You need special permits, you need escort vehicles. So it's like a non-starter. And that stopped the existing manufacturers from scaling up their factories. So they don't really have an automotive style assembly line like they should because they can't ship far from their factory or it costs more to ship than the house costs to make. So our solution was our rooms fold up and fit on the highway without special permits and then we can ship them all around the country. So we've done projects everywhere. We've done projects... Our factory's in Nevada, we've sent houses to Florida, all the way to Cuba to prove that shipping solution and the budget still works and that's what's really going to allow us to scale up where no one else is being able to and get those efficiencies.
John Furrier
>> Talk about the business right now. Give us some stats on some of the metrics. How many employees sell through, homes delivered, form factors? Share what you can.
Galiano Tiramani
>> Yeah, so we have about 400,000 square feet of manufacturing space in Las Vegas between three buildings. We have over a hundred employees. We've raised $230 million from 66,000 investors to fund the vision. We've probably built about 800 Casitas houses so far and now we have a whole new product lineup, a whole bunch of things, everything from a shelter solution to a tiny house on wheels and things are really just getting started from the company. It's a long way to go from here, very, very challenging, but a very big upside if we manage to pull this off.
John Furrier
>> And I love the idea of the manufacturing and the shipping kind of... I won't say growth hack, but innovation because man, it just takes the costs off the table in terms of that key piece. What's it... Share with the folks this foldable idea because when I think of modularity, you're basically shipping parts. It's kind of like the protocol where the packets get split apart and then get assembled on site, the UDP protocol and other protocols that work that way. You essentially have all the pieces, you ship them, they get assembled on site. How does that work? Take us through like, do they unfold? Do they get pieced together? Is it like putting the Lego puzzle together?
Galiano Tiramani
>> Yeah, they're basically effectively Lego pieces and we can ship one room... Like let's say 800 square foot room on one truck and then that can be enough for a small house. Or you can put two of them together or three of them together or a thousand of them together and stack, connect, arrange them like Legos to build a huge assortment of residential building structures. Everything from a little tiny house product that we started with, up to a massive multifamily project. And when you do it in the factory, at scale, with an assembly line, forget even automation, that's like the cherry on top. But even before that, with a big assembly line, where your product is moving from station to station and a repeatable task is being done in the manufacturing, then that's where you absolutely crush the labor and the labor hours come down and down and down the bigger that assembly line gets. And that is a huge component of the cost of housing is how much labor and compare that to doing it the site-built way, where there's guys, they're driving there out to site, maybe there's weather delays-
John Furrier
>> They're juggling three jobs-...
Galiano Tiramani
>> custom stuff, they're drinking beers on the roof.
John Furrier
>> They got five other jobs going concurrently. They didn't show up today because they're fixing a... Yeah, we've all lived that.
Galiano Tiramani
>> Yeah. Yeah. And everyone's driven by at a job site where it's just under construction for 6, 12, 18 months. We get all that done before it even arrives on site and we can set these houses up in a day or a couple days.
John Furrier
>> You guys are real pioneers. I got to say, I love the vision. All pioneers have to eat some glass, take some scar tissue. Obviously, the virality and the response to your fundraising, I mean, 66,000 investors, that's quite a cap table as they say. But that's a sign that there's real interest in society to help the mission. Our government talks about answers to housing all the time, but you've been experiencing a lot of work that you're doing trying to educate lawmakers where the flaws are. What are the problems that you see? Because that's a big blocker and your mission is clearly endorsed by people. It makes total sense. We've got a housing problem.
Galiano Tiramani
>> The biggest problem that's stopping this from just absolutely blowing up is the regulatory environment. It's extremely difficult for anyone to build anything in this country. It's extremely difficult for modular manufacturers to get factories approved, products approved. I currently can only sell my product in 15 states. I've been spending a lot of time in Washington DC, knocking on doors, trying to talk to anyone that will talk to me to explain to them what an opportunity this is if we can reform some of these rules, how many houses will be built through American manufacturing. And when it comes to factory-built housing, what we need is a federal approval. So I need to be able to get my product approved one time on the federal level and then be able to deploy it everywhere, get it approved and signed off, it meets the building code, boom, good to go, open up the full country. And that wouldn't just take the handcuffs off of my factory, but all the other factories too. That's one thing. And then a bunch of other issues with the way building departments operate, the way zoning is done, the way certain cities and towns intentionally limit housing and it's a violation of people's property rights, to own property.
John Furrier
>> I mean, I know a lot of people have land, especially all the regulations, setbacks, small footprints. They want to get that in-law apartment for aging parents to people who want to move into areas that quite frankly can get land and put a home there. I was reading a stat that most people these days don't buy a home until they're in their 40s. And that's a huge problem. So homeownership, which is why there's been a rebellion in the younger ranks kind of at the system, and then weird political agendas get elected. So there's a whole disruption around things like that. I mean, you have an answer there. So homeownership is a huge... When someone buys a home, and you're in your 20s, whether you're settling down or you want to feel grounded, there's a huge psychological gain. And when you're 40, you're kind of like pissed. That seems to be the sentiment.
Galiano Tiramani
>> The stats are not good. They they're getting worse, affordability is getting worse, housing shortages are getting worse and it's all self-inflicted by the government. Just a massive over-regulation. I've been in highly regulated businesses before like crypto and marijuana, and I'll tell you, housing is more over-regulated than those industries. And if we can fix that, that's half of the problem and I'm pushing really hard to fix that. The other half of the problem is how we're building, by doing it out in the field versus in the factory. And that's the other half of the problem I'm working on and we're going to keep fighting through. And the upside is just insane, if we can pull this off.
John Furrier
>> Talk about the job creation or new skills because you're essentially going to not replace... You're going to replace some of the antiquated jobs you mentioned, the guy drinking beers on the roof and skills on the job, but now you have new skills needed to deploy. I mean, if you're going to do multi-tenant or single-family homes or a Casita or an in-law apartment, you still got to set it up. You still got to connect to the utilities. There's still site prep. What skillsets emerge with your model that is new and different that's an opportunity?
Galiano Tiramani
>> Yeah, I mean people always say when new technology comes out, "Oh, the jobs are going to disappear," but we're not still driving around in a horse and carriage and the jobs don't go away, they just change. And if we were able to build at the rate we can build and deploy, get through the regulatory hurdles, then huge amount of job creation, huge amount of American manufacturing, huge amount of site work going on. It may be different things. If we solve certain things that are happening one way and we do them differently in the factory, the job may change, but it's just going to be more jobs, not less.
John Furrier
>> Yeah. The game is still the same, you're just standing up homes differently.
Galiano Tiramani
>> Yeah.
John Furrier
>> All right. Talk about the physical AI aspect of this. We have a series we're doing on theCUBE here around AI factories. Of course, a lot of pro-America nationalism around those, obviously, with NVIDIA and the government right now, very pro... Good pro-regime on that AI side. But physical and digital coming together, are there learnings that you have and things that you're working on that bring that Tesla effect? Because when we look at what Tesla's emerged, you mentioned them earlier, they are now going to have full autonomous vehicles, self-driving, AI... Basically, it's a rolling AI factory. So the home will be an AI factory. There's going to be tech inside this. What's your thinking around that? What are some of the things you're doing?
Galiano Tiramani
>> It's amazing, the productivity gains we're getting from using AI. Anything from Grok to the smart home stuff we can deploy or the way we're using it in the manufacturing. And then we've also realize that, "Hey, there's a physical side to this," which is the data centers and what a great use case for modular construction. So recently, we released some renders of potential data centers we could do. I saw a video with, I think, like Zuckerberg saying he's going to build a data center the size of Manhattan or something. And I'm like, "Hi-"
John Furrier
>> It's called Manhattan.
Galiano Tiramani
>> I'm like, "Hi, can I build it for you in the factory? We can get it done faster at a lower cost."
John Furrier
>> I mean, this is also... There's the deployment scale, but also when... You get the smart energy. We've done a lot of analysis on the grid, an energy grid. We've talked to entrepreneurs that are going into, I won't say plan neighbors, but kind ad hoc plan neighborhoods, kind of like your approach. And you basically make plan neighborhoods easier to roll out, where they actually, instead of doing energy back to the grid for PG&E for instance, everyone shares in the community and then that money gets tokenized and then they're now in the energy business. So you got a little bit of the convergence of crypto tokenization in two fronts. Token economics on the GPUs pumping out tokens, and then tokenizing the energy for value creation. So you're starting to see... I can almost see a smart home connectivity kind of hive mind economy. What is your take on that? It's really out there, but give us your reaction to that.
Galiano Tiramani
>> Well, the crypto miners pump out heat. So at one point, I'm like, "Maybe we should swap out our heaters for crypto miners," which is a product that you can buy.
John Furrier
>> And grid computing is just the grid of things connected together, and if you're going to pump out native homes-
Galiano Tiramani
>> And we do want to grow just from being the manufacturer of this room module that's a solution for builders, into the whole ecosystem. So whether it's us buying land and developing communities and connecting things together and doing smart home and property management and vertically integrating our supply chain, we want to bring the whole big picture together and become the go-to builder of buildings in this country and around the world.
John Furrier
>> It's interesting, if you think about Tesla and what a home could be, if you had... Like Tesla is an amazing build and there's some other cars now being built fully autonomously, L4 from the ground up. It's essentially a home on wheels. Everything is personalized, the tech involved, it's super sweet. It's like... It knows everything about you. There's a learning system involved. So it is Star Wars-like, very Star Trek-like in that you can actually get to a home that actually knows everything about you. And so that's a path. Do you guys think about those weird ideas like that? Or is that still kind of down the road?
Galiano Tiramani
>> We've got a whole plan for the smart home system. Right now, if you look around for all this various stuff, it's kind of fragmented, like you need product for the lights from this company and something from this company. So we see an angle where we kind of put it all together because actually controlling the home from the beginning, so we can put everything in there we need and put it all into an app. Whether it's measuring for humidity to notify you if there's a flood or a pipe burst in your home, to turning off the heat when you're away or a whole range of-
John Furrier
>> You guys could design stuff in from day zero or time zero.
Galiano Tiramani
>> Yes.
John Furrier
>> I just saw NVIDIA's event two weeks ago ... I had a one-on-one with Jensen and we were talking about the Mercedes deal. Mercedes is now building a custom chassis for a data center basically. So in the chassis of the car, there's a prefabricated spot. Now the chassis is the same in multiple models, but that's where the GPUs and all the computers will sit. So they're already thinking like, "Hey, we're going to pre-build this with a headroom of..." It's going to have computers. Sensors, light, I mean, everything's in there. Are we in that road map too with homes that you can actually add in kind of a data center, super computing, or is that kind of down the road?
Galiano Tiramani
>> Oh, yeah. I think that's all kind of part of the plan. We certainly have our own priorities as far as what we need to do to get the company to a stable position. But all that stuff is all part of the plan. We've got a list a mile long of all the cool stuff we can do down the road when the time comes.
John Furrier
>> Great to have you on. We were talking before you came on camera about you've raised a lot of money from individuals, 66,000, puts you in a position where you got to kind of do that kind compliance as a private company, which kind of gets your muscle ready for an IPO or public offering. What's your vision for the future, go public, build a durable company? What's your 20-mile stare, if you will, in the execution of BOXABL?
Galiano Tiramani
>> I think we have a factory right now that is not running at full capacity. We've ramped up our sales team and we're seeing sales growing and growing and growing and snowballing. But the contracts take time, the deployment takes time. Unfortunately, it's not a product where someone orders it, I can put it in a FedEx envelope and ship them to them next day. So it kind of creates this delay in the sales cycle. But that's now is kind of snowballing and growing and growing, and somebody who came in the pipeline a year ago, their project might just now be coming to fruition. So I think it's going to grow and grow and I hope that we will sell out our factory and keep outselling our factory and then keep going back to the capital markets and saying, "Look, we've sold out our capacity. Give us more money to scale, and scaling will bring the cost down, and then we'll sell even more and we'll grow and grow and grow." And that's what I want to do. And I want to spin this-
John Furrier
>> Get that flywheel going so that's not in a year. It's order comes in, order goes out as fast as possible.
Galiano Tiramani
>> Yes, yes. A lot of hard work to put that all together, a lot of things to do, a lot of people to educate, but it's all coming together nicely and we're really excited about the opportunity.
John Furrier
>> Galiano, thank you for coming on theCUBE. I really appreciate it. Love the mission.
Galiano Tiramani
>> Thank you.
John Furrier
>> Again. The revolution in housing, it looks a lot like Tesla manufacturing and if you look at what's happening, the crisis can be averted if the government just gets out of the way and let entrepreneurs do their thing. And again, this solves a lot of problems. And again, technology can be built in from day one to make our lives better. This is one example of physical AI meets real world. I'm John Furrier, your host of theCUBE here in theCUBE's NYSE Studio on the Stock Exchange Floor.
John Furrier