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113: NVIDIA saves Intel, IBM rings the bell, $CRWD Strikes Back
September 19, 2025
On the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante dig into the blockbuster news of Nvidia investing $5 billion in Intel. The conversation starts on Wall Street, with IBM’s sustainability legacy during Climate Week, but quickly pivots to how this deal reshapes the competitive landscape.

Furrier and Vellante break down the strategy: fusing Intel’s x86 CPUs with Nvidia’s GPUs, powered by CUDA. They frame it as a massive win for Nvidia, a critical boost for Intel and a broader tailwind for AI infrastructure. Still, t... Read more
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