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.

TheCUBE Research’s John Furrier and Dave Vellante kick off theCUBE Pod with sharp 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.

On the latest theCUBE Pod episode, theCUBE Research’s John Furrier and Dave Vellante dive into a high-velocity week across RSA, KubeCon and NYSE Wired, comparing notes from both coasts. Furrier sets the tone from New York while Vellante shares ground-level insight, framing a moment where AI momentum meets enterprise reality.Furrier and Vellante unpack the collision of agentic AI, legacy security models and infrastructure constraints, highlighting how innovation is outpacing enterprise readiness. Vellante points to a surge in non-human identities and growing fear across organizations, as expanding attack surfaces and unclear guardrails force a rethink of security strategies at scale.Furrier and Vellante look ahead to what comes next, exploring AI-native architectures, autonomous systems and the emerging battle of agents. With no clear platform leader yet, both emphasize a market still taking shape, where systems—not software—drive value and governance will define who wins.

John Furrier of SiliconANGLE Media, Inc. and Dave Vellante of SiliconANGLE Media, Inc. present a post‑GTC discussion on NVIDIA's announcements and the broader implications for artificial intelligence, AI infrastructure and commercialization. The hosts draw on analyst experience and theCUBE Research to analyze NVIDIA's product and system-level updates, including Blackwell, Vera Rubin, OpenClaw, Groq LPUs and Omniverse, and they assess how NVIDIA's vertical co-design and software emphasis reshape developer workflows, enterprise adoption and the emerging neocloud ecosystem.Furrier emphasizes monetization and OpenClaw as central to an agent-driven operating model that consumes tokens as value, and they evaluate how these elements support developer productivity and commercial monetization. Vellante highlights Jensen Huang of NVIDIA's visibility claim of a $1 trillion demand for Blackwell and Vera Rubin through 2027, and they underscore system co-design, latency-sensitive inference and a substantially expanded total addressable market, TAM across physical and cloud domains.This discussion provides actionable analysis for professionals focused on AI infrastructure, AI commercialization and enterprise AI strategy. Watch for detailed commentary on vendor roadmaps, system co-design and the evolving neocloud landscape.

In this week’s episode, theCUBE Research’s John Furrier and Dave Vellante examine the widening gap between AI enthusiasm and macroeconomic reality. They anchor the discussion in capital allocation trends and shifting market signals, while previewing the strategic themes expected to shape Mobile World Congress.Furrier and Vellante assess historic capital flows into AI infrastructure as public software-as-a-service valuations contract. They analyze OpenAI fundraising activity, AWS investment commitments and Nvidia’s competitive positioning alongside alternative silicon such as Trainium and tensor processing units. Networking, edge expansion and the Anthropic government standoff introduce regulatory complexity.Underscoring disciplined execution, Furrier outlines a sustained infrastructure build cycle before broad return on investment emerges. Vellante emphasizes that SaaS providers must become AI-native, protect data as a strategic asset and rethink seat-based pricing, while reinforcing governance models, interconnect architecture and measurable adoption benchmarks.