พอดคาสท์ Thecube ชั้นนำ (2025)

1
94. Don’t Worry About NVIDIA, the AI Superclouds, Crypto Trailblazers 1:09:58

1d ago1:09:58

1:09:58

โดย SiliconANGLE

1
93. theCUBE Pod Live From the New York Stock Exchange 46:23

9d ago46:23

46:23

The latest episode of theCUBE Pod takes you inside the action as John Furrier and Dave Vellante broadcast live from the New York Stock Exchange, unveiling theCUBE’s new Buttonwood Room studio. They look into the NYSE’s media expansion, the evolving role of independent media and the significance of the closing bell ceremony. New episodes every Frida…

1
92. NextGen Social Media & Trust Networks, Restructuring Intel to Save Foundry, On-prem AI Designing In-House Silicon 48:38

16d ago48:38

48:38

โดย SiliconANGLE

1
91. What’s going on with IBM? Cloud-AI Tug of War, From DeepSeek to DOGE 1:08:43

23d ago1:08:43

1:08:43

โดย SiliconANGLE

1
90. DeepSeek Deep Dive Winners & Losers, Sci-Ops Conspiracy, A New Cold War 1:02:34

28d ago1:02:34

1:02:34

โดย SiliconANGLE

1
89. Stargate: Follow the Money, Crypto Gets an EO Boost, TikTok Gets a Lifeline 1:02:39

1M ago1:02:39

1:02:39

โดย SiliconANGLE

1
88. Trump Tech & Public Policy, TikTok Flip Flopping, US Export Controls - Winners & Losers 43:31

1M ago43:31

43:31

โดย SiliconANGLE

1
87. CES Insanity, NVIDIA as Wintel, NYSE Expansion 55:49

2M ago55:49

55:49

โดย SiliconANGLE

1
86. CFOs as AI Leaders, Intel Foundry Spin, Databricks Valuation, AI Bubble or Not? 1:06:35

2M ago1:06:35

1:06:35

โดย SiliconANGLE

1
84. LIVE from AWS re:Invent! Conversation with Amazon CEO Andy Jassy 57:39

3M ago57:39

57:39

โดย SiliconANGLE

1
83. LIVE from SC24! Is Nvidia Secretariat? HPC meets AI, govs rush to spend $30B on Chips Act 43:36

3M ago43:36

43:36

โดย SiliconANGLE

1
82. Tech Party Time, Business as Code, AI Agents & Amazon's Massive Opportunity 39:13

4M ago39:13

39:13

โดย SiliconANGLE

1
81. Election Reset on Tech, Debunking Activists Slamming Jassy, Enterprise AI About to Boom 44:36

4M ago44:36

44:36

โดย SiliconANGLE

1
80. Tech earnings firehose, AI CAPEX mania, Jamie Dimon vs. Sam Altman, AI Election 1:11:24

4M ago1:11:24

1:11:24

โดย SiliconANGLE

1
79. AI Leaders East Coast, AI Bubble Not Bursting, Intel NVIDIA Miss, Perplexity Valuation 59:45

4M ago59:45

59:45

โดย SiliconANGLE

1
78. Deep Dive on IBM's AI-First Strategy, Snowflake-Databricks Dust-Up, Datacenters Go Nuclear 1:02:42

5M ago1:02:42

1:02:42

โดย SiliconANGLE

1
77. AI & Climate Change, CoreWeave Funding and the Future of GPU Clouds, theCUBE + NYSE CXO Summit 52:03

5M ago52:03

52:03

โดย SiliconANGLE

1
76. OpenAI's Eye Popping Raise, Brad Gershners Thesis & Big Bet, Can Google Challenge OpenAI's Moat 1:03:46

5M ago1:03:46

1:03:46

โดย SiliconANGLE

1
74. Intel (sort of) Spins Foundry, Benioff's Agentic Version, Mandiant & Crowdstrike Highlight Business Resilience 1:03:25

5M ago1:03:25

1:03:25

โดย SiliconANGLE

1
72. Nvidia Antitrust Scrutiny, Is the PC Dead?, King Making in AI, CUBEd Awards 1:00:13

6M ago1:00:13

1:00:13

โดย SiliconANGLE

1
71. The Big GPU Short?, China Chips Reach-around, Explaining Broadcom VMware, Crowdstrike Reset 1:09:41

6M ago1:09:41

1:09:41

โดย SiliconANGLE

1
70. Is Matt Garmin Bill Belichick? Cloud Data Wars, Bitcoin Revolution 1:06:47

7M ago1:06:47

1:06:47

โดย SiliconANGLE

1
69. AI Bubble, Big Tech Bullseye, Security Community Unites 47:33

7M ago47:33

47:33

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

1
68. Intels meltdown, tech bloodbath, cloud earnings, AI leaders 51:38

7M ago51:38

51:38

โดย SiliconANGLE

1
67. Kamala's tech chops, Databricks/Snowflake survey, the real skinny on cloud market data 52:50

7M ago52:50

52:50

โดย SiliconANGLE

1
66. Crowdstrike chaos, exclusive customer survey reveals financial exposure 1:04:00

8M ago1:04:00

1:04:00

โดย SiliconANGLE

1
65. Debate debacle, Amazon $2T, VMware complaints, New Trend: Agentic AI 1:05:49

8M ago1:05:49

1:05:49

โดย SiliconANGLE

1
64. VMware customer choices, NVIDIA love fest 47:33

8M ago47:33

47:33

โดย SiliconANGLE

1
63. Snowflake Databricks Olympics, GenAI ROI Questions, Perplexity Review 1:03:36

9M ago1:03:36

1:03:36

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 revenu…

1
62. The Great Iceberg Debate & A Conversation with Snowflake CEO, Sridhar Ramaswamy 36:03

9M ago36:03

36:03

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 episod…

1
61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or Not 1:00:15

9M ago1:00:15

1:00:15

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 …

1
60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats 1:16:24

9M ago1:16:24

1:16:24

โดย SiliconANGLE

1
59. The AI 2024 Wars 1:07:52

10M ago1:07:52

1:07:52

โดย SiliconANGLE

1
58. Conversations with Boomi CEO Steve Lucas, Zscaler CEO Jay Chaundry, and Red Hat CEO Matt Hicks 1:01:17

10M ago1:01:17

1:01:17

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 Hick…

1
57. Is NVIDIA Cisco or Google? AI vs Internet Bubble, RSA(i) Preview 54:15

10M ago54:15

54:15

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 episo…

1
56. Are Americans Lazy, Chips Culture Clash, AI Arms Race, Rubrik IPO 56:31

10M ago56:31

56:31

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. Su…

1
55. Kara Swisher Rants, Silicon Supply Chains, SAS Innovates 44:02

11M ago44:02

44:02

โดย SiliconANGLE

1
54. Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast 1:12:27

11M ago1:12:27

1:12:27

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

1
53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding 1:10:14

11M ago1:10:14

1:10:14

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/g5NaFcRuโดย SiliconANGLE

1
52. SBF Gets 25, DBRX & The LLM Olympics, Open Ecosystems v NVIDIA 46:44

11M ago46:44

46:44

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

1
Reactions to Nvidia GTC24, Broadcom's Investor Day, and AI Factories 1:03:28

12M ago1:03:28

1:03:28

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.โดย SiliconANGLE

1
50. The TikTok Ban, What's Fake What's Real? Bitcoin Rising 51:21

12M ago51:21

51:21

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.โดย SiliconANGLE

1
49. Broadcom Update, theCUBE Look Ahead 26:15

12M ago26:15

26:15

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.โดย SiliconANGLE

1
48. Nvidia the next monopoly? Intel throwing the Hail Mary ? 45:43

1y ago45:43

45:43

โดย SiliconANGLE

1
47. Zuck & Hock, MWC Preview, the Battle for Enterprise AI 56:47

1y ago56:47

56:47

On this weeks edition of theCUBE Pod, John & Dave talk about Meta CEO, Mark Zuckerburg's take on the Quest 3 vs the Apple Vision Pro, preview Mobile World Congress, and the battle for enterprise AI.โดย SiliconANGLE

1
46. Cohesity & Veritas Exclusive, Sam Altman & Meta go for trillions, AI Chip wars 1:17:46

1y ago1:17:46

1:17:46

โดย SiliconANGLE

1
45. AI Not Lifting All Boats (yet), Cisco's AI Opportunity, Intel's Uphill Battle 1:00:54

1y ago1:00:54

1:00:54

On this weeks edition of theCUBE Pod, John & Dave give an AI update, and riff on Intel's uphill battle.โดย SiliconANGLE

1
44. Getting AI ROI, Broadcom's Game Plan & IT Infra Futures 39:34

1y ago39:34

39:34

On this week's edition of theCUBE Pod, John Furrier & Dave Vellante talk about enterprises possibily gaining a return on AI investments and Broadcom's 2024 game plan amidst its VMware assimilation. They also talk about their plans to attend various events, including the 11th annual IPO Summit in New York and the growing importance of AI in 2024, it…

1
43. Crypto Tailwinds, Carta Crisis, Massive Layoffs Fuel AI Startups 1:00:09

1y ago1:00:09

1:00:09

On this weeks edition of theCUBE Pod, John and Dave talk about the momentum with crypto, and the opportunity the tech layoffs present for startups.โดย SiliconANGLE

1
42. Perplexity Raised, Smaller LLM's & 2024 Optimism 1:01:00

1y ago1:01:00

1:01:00

โดย SiliconANGLE

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