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128. IBM Think Is Business First in the AI Era & Why NVIDIA Might Be Undervalued at $5 Trillion
May 8, 2026
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 ...Read more