
theCUBE Podcast
140. AI's Capital Boom Meets the Reality Check
140. AI's Capital Boom Meets the Reality Check


technology
Hosted by SiliconANGLE · technology · EN
Welcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.
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Signup to Generate a PitchWelcome to theCUBE Podcast, where we provide you with the latest news and developments in the world of technology. Join us as we explore the exciting world of technology and its ever-evolving landscape. Tune in to gain valuable insights and stay up-to-date with the latest tech news.
theCUBE Podcast is hosted by SiliconANGLE. The show has published 123 episodes to date.
Recent episodes include "140. AI's Capital Boom Meets the Reality Check" (30 October 2026, 49 minutes), "139. IBM, Marvell, and the state of AI Infrastructure" (16 October 2026, 34 minutes), and "138. The AI Factory Is the Computer + Agents Need a New Control Plane" (25 September 2026, 54 minutes).
theCUBE Podcast publishes roughly weekly, with episodes averaging 47 minutes across 123 episodes.
Booking probability for theCUBE Podcast is 24%, and the host is rated Selective on guests. theCUBE Podcast requires a Pod Score of 80 or higher. theCUBE Podcast's contact route on record: verified email.
The strongest fits for theCUBE Podcast are IT Services & Software Development and Cloud, Data & Web Hosting. theCUBE Podcast has a technology audience and around 81,000 subscribers on YouTube.
SiliconANGLE hosts theCUBE Podcast, a technology podcast with 123 episodes published.
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theCUBE Podcast
140. AI's Capital Boom Meets the Reality Check

theCUBE Podcast
Is the AI infrastructure boom headed for a bubble, or is the market missing the bigger picture? In the latest episode of theCUBE Pod, John Furrier and Dave Vellante challenge the skepticism surrounding massive data...

Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring...

theCUBE Podcast
Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring...

theCUBE Podcast
Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring...

Episode #135
theCUBE Podcast With Dave Vellante and John Furrier

theCUBE Pod with Dave Vellante and John Furrier

theCUBE Podcast
Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring...

132. AMD's Systems Strategy, Inference Dominance & The Future of Agentic AI

Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring...

theCUBE Podcast
The AI stack is turning into a full-contact race, and John Furrier and Dave Vellante put Snowflake, Databricks and Cisco under the microscope. In the latest theCUBE Pod, Furrier and Vellante connect field reporting from...

TheCUBE Research’s John Furrier and Dave Vellante return for the latest episode of theCUBE Pod with a look at Dell’s strong quarter, Snowflake’s momentum and Anthropic’s growing position in AI. Furrier and Vellante...

theCUBE Podcast
Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring...

127. The Great AI Buildout: Spending, Signals & the ROI Question

<p>Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we...

theCUBE Podcast
<p>TheCUBE Research’s John Furrier and Dave Vellante are on-site at Nvidia GTC in San Jose for the latest theCUBE Pod episode, bringing a clear-eyed look at what’s actually unfolding in AI right now. From Blackwell to...

theCUBE Podcast
<p>In this week’s episode, theCUBE Research’s John Furrier and Dave Vellante examine the widening gap between AI enthusiasm and macroeconomic reality. They anchor the discussion in capital allocation trends and shifting...

<p>Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we...

theCUBE Podcast
<p>Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we...

<p>The latest theCUBE Pod episode, with theCUBE Research’s John Furrier and Dave Vellante, kicks off at the NYSE Wired Studio with a candid look at where the AI market really stands. Mega deals keep piling up...
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