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  • Info
124. AI Euphoria vs. Economic Reality: The Money Keeps Flying
February 27, 2026
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 a... Read more
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