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120. Inside the AI and Crytpo Infra Gold Rush: Capital, Chips, and the Cost of Getting Data Wrong
January 24, 2026
In this week’s theCUBE Pod episode, John Furrier and Dave Vellante discuss how AI and crypto are colliding inside modern financial infrastructure. Recording from the NYSE and the Boston Studio, they dig into what BitGo’s initial public offering reveals about institutional adoption, trust and the evolving shape of digital finance.

They break down how BitGo positions itself as core infrastructure rather than a speculative platform, drawing parallels to how AWS reshaped cloud computing. The conversation explores custody, trust and transaction integrity,...
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