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121. AI Goes All In: Mega Deals, Market Doubts, and the Enterprise Reckoning
January 30, 2026
The latest theCUBE Pod episode, with theCUBE Research’s John Furrier and Dave Vellante, kicks off at the NYSE Wired Studio with a candid look at where the AI market really stands. Mega deals keep piling up, skepticism is rising and the enterprise mood feels unsettled.

Vellante opens with a quick check on a disrupted business week before the discussion turns to capital and momentum. Furrier walks through the surge in AI investment, references a Netscape-style moment around OpenAI and presses on whether today’s funding pace matches what companies can r... Read more
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