In this insightful session from theCUBE and NYSE Wired, Dave Vellante hosts a deep-dive discussion on "AI Factories: Data Centers of the Future." Joining the conversation is Dave Driggers, the Chief Executive Officer and Chief Technology Officer of Cirrascale, who sheds light on the transformation and growing impact of neoclouds and AI-driven data centers in today's technology landscape.

Driggers, with extensive expertise in cloud solutions, discusses Cirrascale's role as a boutique cloud provider, often termed a neocloud. The conversation explores significant topics such as global data center market trends, AI's expansive role, and strategic partnerships with major players such as NVIDIA and AMD. Hosted by theCUBE's co-founder Dave Vellante, this session provides an in-depth examination of current industry shifts.

Key takeaways from the discussion include Driggers' observations on regional technology adoption patterns and the pressing need for adaptable, optimized data center architectures. Notable insights from theCUBE Research highlight the exponential growth and future dominance of AI in global markets, projected to contribute 85% of data center expenditure by the decade's end. According to Driggers, the future landscape depends on the capability to evolve infrastructure for both training and inference workloads effectively.

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Dave Driggers, Cirrascale
September 27, 2025
Dave Driggers
CEO & CTO Cirrascale
In this AI Factories – Data Centers of the Future interview from the floor of the NYSE, Cirrascale CEO & CTO Dave Driggers joins theCUBE’s Dave Vellante to unpack how neocloud providers are reshaping enterprise infrastructure for AI-scale workloads. Driggers details Cirrascale’s “horses for courses” approach across training and inference, emphasizing why enterprises want their own co-pilot-class models and how model size (from billions to over a trillion parameters) drives distinct hardware choices. Drawing on theCUBE Research’s market view, Vellante frames a... Read more
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