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  • Info
136. NVIDIA Earnings and the AI Boom Gets Bigger
August 28, 2026
Nvidia’s latest quarter raises a bigger question: How far can its AI infrastructure ambitions reach? On theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down the company’s shift beyond GPUs toward full-stack AI factories, tracing monetization gains across Hopper, Blackwell and Vera Rubin architectures and enterprise adoption patterns.

Furrier sees more potential per gigawatt as Nvidia expands its platform, while Vellante points to networking, memory and inference economics as constraints. They connect Cisco’s Nvidia collaboration, n... Read more
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