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114: Bubba-licious or Surfs Up, OpenAI & Anthropic Battle for Supremacy, are NeoClouds the Next AWS?
October 4, 2025
TheCUBE Research’s John Furrier and Dave Vellante are back with a fast-moving discussion on where AI and cloud computing collide — and where the money’s flowing next. From IPO buzz to AI-native innovation, they trace how tech ambition, investor appetite and government oversight are shaping today’s digital economy.

Furrier and Vellante break down the shifting terrain of AI infrastructure and market momentum, examining how regulation, macroeconomics and platform strategy intersect. Their conversation looks at the forces driving — and potentially distor...
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