theCUBE Podcast

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.

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.in/g5NaFcRuThe conversation also explores the current landscape of AI investments, the role of cloud providers in cybersecurity and the dynamics of the cryptocurrency market. Additionally, they highlight the growing importance of AI in cybersecurity, recent developments in network security startups and the evolving strategies of cloud players like Oracle.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/05/06/nvidia-cisco-google-rsa-conference-furrier-vellante-thecubepod/This Week in Enterprise:Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even moreAnother spate of earnings this week proved once again that artificial intelligence is driving a lot of upsides among enterprise technology providers.Amazon, Qualcomm, Super Micro and others saw earnings improve as companies continue to invest at least in experimenting broadly with generative AI models. But others such as Advanced Micro Devices, and even AI server provider Super Micro, disappointed investors for not providing even higher guidance for coming quarters. Only in this time of AI frenzy is Super Micro’s 200% revenue gain not enough.AI investment doesn’t seem to be slowing down, though. CoreWeave raised even more money at a breathtaking valuation, but what would you expect for a company that is kind of the pure-play AI cloud? And MongoDB doubled down this week with a spate of generative AI announcements.Meantime, technology to reduce hallucinations and other generative AI model issues is now a venture and market opportunity and an industry priority as it becomes more of a target of regulators and media.And in a bit of a head-scratcher, a National Labor Relations Board judge found Andy Jassy guilty of breaking labor law with what seemed like a pretty mild statement about unions.Next week, an explosion of cybersecurity news is coming as the RSA Conference approaches, starting Monday. We’ve already started our special coverage section that will run through and after the event. And earnings reports are coming from GlobalFoundries, Uber and Lyft, Palantir, Datadog, JFrog, Dropbox and more.Check out the full article https://siliconangle.com/2024/05/03/enterprise-tech-leaders-profit-picks-shovels-era-ai-investors-want-even/To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuPeople mentioned in this podcast:Jim Cramer, TV personality and author Jeff Bezos, chairman of Amazon Jensen Huang, founder and CEO of Nvidia Adam

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/g5NaFcRuThey also discuss the competitive landscape in the tech industry, including the rise of AI, the importance of cybersecurity and the potential for companies such as Snowflake to reshape the data business. The episode concludes with mentions of the dynamic tech scenes in New York and Boston and the upcoming RSA Conference from May 6-9, Red Hat Summit from May 7-9 and Boomi World from May 8-9.Read more https://siliconangle.com/2024/04/29/intel-ibm-rubrik-ai-furrier-vellante-thecubepod/This Week in Enterprise:AI drives cloud growth and cloud growth drives earnings upside — for someArtificial intelligence drove higher cloud spending this past quarter, and that in turn drove earnings upside for the likes of Google, Microsoft and SAP.Less so, however, for Intel, IBM, ServiceNow and Meta, which haven’t yet seen the AI bump they hope to get or, in Meta’s case, are spending big on it well ahead of the revenue opportunity. That was the gist of a mixed week for tech’s first big slug of earnings reports, with more coming next week: Amazon, Advanced Micro Devices, Samsung, Qualcomm and others.Another positive sign this week for the entire tech industry ecosystem was Rubrik’s IPO, after which its shares jumped 16% in their public market debut. IPOs, in a long drought lately, are what drive returns that are then invested back into startups, not to mention Teslas, local restaurants and already overpriced homes.Meanwhile, IBM bought HashiCorp for $6.4 billion, and Nvidia dug under the cushions of its cash-flow couch to buy GPU clustering startup Run:ai for $700 million. But Salesforce decided spending multiple billions on Informatica didn’t pencil out.As concerns rise about the cost and time to train and run AI models, many companies are offering smaller and more efficient models — a trend that’s only likely to grow in coming months.Lots of action on the policy front this week, as President Biden signed the ByteDance sell-or-ban bill, raising the distinct possibility that TikTok could exit the United States — though there’s a lot of legal wrangling to come before that happens. Two other big policy dictums came down as well: The FCC reinstated net neutrality rules that Trump ended, and the FTC banned noncompete clauses.Check out the full article https://siliconangle.com/2024/04/26/ai-drives-cloud-growth-cloud-growth-drives-earnings-upside/To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuPeople mentioned in this podcast: Joe Biden, 46th president of the United States Donald Trump, 45th president of the United States Rob Strechay, managing director and lead analyst at theCUBE Rese

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

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

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

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.

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.

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.

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.

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

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, its impact on technology trends, IT spending and the changing landscape of the industry. New episodes every Friday! https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu In addition, they mention the significance of AI deployment and AI literacy, as well as the role of companies like Broadcom in providing solutions for AI infrastructure. The conversation also touches on the history of IT transitions and the challenges and opportunities presented by AI. Check out the current episode of theCUBE Pod https://siliconangle.com/2024/01/22/thecube-pod-2024-year-ai-roi-broadcoms-next-moves-thecubepod/ THIS WEEK IN ENTERPRISE TECH: Deceptive AIs, Busy Trustbusters and Apple’s Pricey Big Bet To their credit, artificial intelligence companies and researchers are looking more deeply at the unintended consequences of generative AI. This week, Anthropic showed how AI can be taught to deceive, though it didn’t offer a solution to that alarming possibility. OpenAI did announce tools to reduce the potential for AI to produce election-influencing misinformation, though it’s not clear why they will be any more successful than Meta Platforms efforts to rein in the problems with social media. At the same time, investors continue to pour more money into the market and companies keep pushing ahead — including toward the Holy Grail of artificial general intelligence — as OpenAI and Meta and others aim to get to human-level AI, for better or worse. Meantime, the tech industry as a whole seems to be in a holding pattern, as some companies such as Google continue to lay off workers in the face of what they view as macroeconomic uncertainty. But by most accounts, the economy is surprisingly steady and even improving on metrics such as inflation and, of course, the stock market, and new consumer confidence numbers back up the better vibes. Gartner even anticipates surprisingly strong growth this year, though as theCUBE Research analyst Dave Vellante will note in his weekly Breaking Analysis this weekend, a cautious outlook remains before sentiment improves for the second half of the year. Antitrust continues to be a trend into the new year, as Apple ran into a buzzsaw over its Watch and Amazon’s acquisition of iRobot looks all but dead. But Apple is moving on, and today you can finally pre-order its Vision Pro “spatial computing” headset if you have a few thousand bucks to spare. Read the full breakdown on the latest in tech https://siliconangle.com/2024/01/19/deceptive-ais-busy-trustbusters-apples-pricey-big-bet/ To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ People mentioned in this podcast: Julie Sweet, CEO of Accenture Alan Cohen, general partner at DCVC Meg Whitman, former president and CEO of HPE, U.S. Ambassador to Kenya Andy Jassy, president and CEO of Amazon Pat Gelsinger, CEO of Intel Kumar Sreekanti, venture partner at Atlantic Bridge Services Sanjay Poonen, president and CEO of Cohesity Hock Tan, president and CEO of Broadcom Steve Jobs, co-founder and former CEO and chairman of Apple Michael Dell, chairman and CEO of Dell Technologies Howie Xu, SVP of engineering and AI/ML at Palo Alto Networks Brett Hannath, CMO of Intel

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.

On this edition of theCUBE Pod, John and Dave wrap up 2023 and give their predictions for 2024.