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127. The Great AI Buildout: Spending, Signals & the ROI Question
April 17, 2026
TheCUBE Research’s John Furrier and Dave Vellante kick off theCUBE Pod with sharp insight into IBM’s transformation, unpacking how strategic bets such as Red Hat and hybrid cloud continue to pay off. Furrier highlights the growing operational role of CFOs in AI, while Vellante connects leadership shifts to long-term market positioning and execution.

The conversation turns to AI competition, where partnerships between model providers and software platforms reshape the landscape in real time. Furrier and Vellante explore Canva, Anthropic and OpenAI dyn... Read more
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