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In the latest episode of theCUBE Pod, theCUBE analysts John Furrier and Dave Vellante unpack a fast-moving tech landscape shaped by the rise of AI infrastructure, semiconductor innovation and global power shifts. This week, the spotlight turns to Taiwan, where strategic investments and Nvidia’s deep involvement are accelerating the country’s role as a supercomputing powerhouse. They break down how this momentum intersects with moves by major players such as Dell, Google, Microsoft and Vast Data.
Furrier shares insights from key events on the ground, ...Read more