theCUBE Podcast

79. AI Leaders East Coast, AI Bubble Not Bursting, Intel NVIDIA Miss, Perplexity Valuation

78. Deep Dive on IBM's AI-First Strategy, Snowflake-Databricks Dust-Up, Datacenters Go Nuclear

77. AI & Climate Change, CoreWeave Funding and the Future of GPU Clouds, theCUBE + NYSE CXO Summit

76. OpenAI's Eye Popping Raise, Brad Gershners Thesis & Big Bet, Can Google Challenge OpenAI's Moat

74. Intel (sort of) Spins Foundry, Benioff's Agentic Version, Mandiant & Crowdstrike Highlight Business Resilience

72. Nvidia Antitrust Scrutiny, Is the PC Dead?, King Making in AI, CUBEd Awards

71. The Big GPU Short?, China Chips Reach-around, Explaining Broadcom VMware, Crowdstrike Reset

70. Is Matt Garmin Bill Belichick? Cloud Data Wars, Bitcoin Revolution

69. AI Bubble, Big Tech Bullseye, Security Community Unites

69. AI Bubble, Big Tech Bullseye, Security Community Unites

68. Intels meltdown, tech bloodbath, cloud earnings, AI leaders

67. Kamala's tech chops, Databricks/Snowflake survey, the real skinny on cloud market data

66. Crowdstrike chaos, exclusive customer survey reveals financial exposure

65. Debate debacle, Amazon $2T, VMware complaints, New Trend: Agentic AI

64. VMware customer choices, NVIDIA love fest

63. Snowflake Databricks Olympics, GenAI ROI Questions, Perplexity Review

In this week’s episode of theCUBE Pod, industry analysts John Furrier and Dave Vellante delve into the fierce competition between Snowflake and Databricks, focusing on their distinct strategies and market positions. Vellante highlights Databricks' faster growth and its cleaner revenue model, contrasting it with Snowflake's integration of AWS revenue.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: h...

62. The Great Iceberg Debate & A Conversation with Snowflake CEO, Sridhar Ramaswamy

In this week’s edition of theCUBE Podcast, recorded during Snowflake's Data Cloud Summit, the discussion centered around the challenges of creating governance standards across various compute engines. Snowflake's strategy to open-source the Polaris Catalog and the importance of its Horizon solution for advanced governance were key topics.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd....

61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or Not

In episode 61 of The Cube podcast, theCUBE Research analysts John Furrier and Dave Vellante dive into the latest enterprise news and technological advancements, including significant developments in AI, such as Elon Musk's $6 billion fundraising and OpenAI's strategic media deals with Vox Media and Atlantic.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu Dell's AI-driven se...

60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats

59. The AI 2024 Wars

58. Conversations with Boomi CEO Steve Lucas, Zscaler CEO Jay Chaundry, and Red Hat CEO Matt Hicks

On this weeks edition of theCUBE Pod we listen in to theCUBE's coverage of Boomi World, RSAC, and Red Hat Summit. (00:43) First John Furrier sits down with Boomi CEO Steve Lucas, (23:08) followed by Dave Vellante's conversation with Zscaler CEO Jay Chaudry, (39:58) then wrapped up with Rebecca Knight & Rob Strechay's talk with Red Hat CEO Matt Hicks.

57. Is NVIDIA Cisco or Google? AI vs Internet Bubble, RSA(i) Preview

On this week’s edition of theCUBE Pod, theCUBE Research analyst John Furrier and Dave Vellante talk about Nvidia's evolution, the AI bubble vs the internet bubble, and give a preview on RSA Conference 2024. First up, Vellante shares insights on Nvidia's position in the market, sparking a debate on whether it's more akin to Cisco or Google.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd...

56. Are Americans Lazy, Chips Culture Clash, AI Arms Race, Rubrik IPO

In episode 56 of the theCUBE Podcast, theCUBE Research analyst John Furrier and Dave Vallante discuss a wide range of topics, including the elimination of non-compete agreements, the acquisition of HashiCorp by IBM, challenges faced by Intel in the chip market, and the performance of companies like Microsoft and Rubrik.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu They al...

55. Kara Swisher Rants, Silicon Supply Chains, SAS Innovates

54. Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast

Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast

53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding

New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu

52. SBF Gets 25, DBRX & The LLM Olympics, Open Ecosystems v NVIDIA

On this weeks edition of theCUBE Pod, John & Dave talk about Sam Bankman-Fried's 25 year sentence, Databricks announcement, and the modern IPO.

Reactions to Nvidia GTC24, Broadcom's Investor Day, and AI Factories

During episode 51 of theCUBE Pod, John Furrier, executive analyst, and Dave Vellante, chief analyst at theCUBE Research, talk about the hype around Nvidia and their conference in San Jose, CA, as well as Broadcom's Investor Day, as well as President Biden's $8.5 billion microchip grant.

50. The TikTok Ban, What's Fake What's Real? Bitcoin Rising

On this weeks edition of theCUBE Pod, John and Dave talk about the House banning TikTok, the issue with AI and misinformation, and bitcoins continued rise.

49. Broadcom Update, theCUBE Look Ahead

On this weeks edition of theCUBE Pod, John and Dave give an update on Broadcom, news from MWC, and look ahead to theCUBE's event season.

48. Nvidia the next monopoly? Intel throwing the Hail Mary ?