Best SiliconANGLE Podcasts (2025)

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112: IBM Aces the US Open, The Street Finally Wakes up to Broadcom, AI Economics: Buy More Make More 45:37

Play Pause

3d ago45:37

45:37

This week’s episode of theCUBE Pod features theCUBE Research’s John Furrier and Dave Vellante tas they take a timely look at how tech and business intersect. They explore how major players such as IBM and Broadcom are shaping industries with innovations that stretch beyond their traditional footprints.New episodes every Friday. Subscribe for weekly…

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111. NVIDIA & Tech Earnings - Boom or Bust for AI AI Factories Spend More Make More, Open AI Blamed For Teen Tragedy 52:30

9d ago52:30

52:30

In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante dive into Nvidia’s record-breaking earnings and the shifting economics of AI factories. They unpack how a small group of hyperscaler customers is driving nearly half of Nvidia’s revenue, while competitors such as Alibaba and Intel move to challenge GPU dominance…

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Ken Elefant, Sorenson Capital 34:29

9d ago34:29

34:29

By SiliconANGLE

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Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics 25:39

10d ago25:39

25:39

Breaking Analysis with Dave VellanteBy SiliconANGLE

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Cyber is Your #1 Risk and You’re Likely Unprepared 41:46

18d ago41:46

41:46

Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe BertrandBy SiliconANGLE

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Scott Kuffer, Nucleus Security 35:36

20d ago35:36

35:36

Scott Kuffer from Nucleus Security joins theCUBE Research Analyst Jon OltsikBy SiliconANGLE

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Decoding Trump’s Intel Pivot 18:20

26d ago18:20

18:20

Breaking Analysis with Dave VellanteBy SiliconANGLE

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110. Decoding Trump's Intel Love-Hate, AI Drama, Government Influence & Crypto’s Continued Party 1:01:09

27d ago1:01:09

1:01:09

In the latest episode of theCUBE Pod, John Furrier and Dave Vellante dive into a whirlwind week of tech headlines. From Bullish’s explosive IPO to Perplexity’s eyebrow-raising $34 billion Chrome bid, they explore how crypto, AI and browser wars are reshaping markets and sparking fresh competitive battles.New episodes every Friday. Subscribe for wee…

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109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake Up, The GENIUS Act Adds Clarity 46:54

1M ago46:54

46:54

In the latest episode of theCUBE Pod, John Furrier and Dave Vellante break down OpenAI’s bold ecosystem shift. They explore how launching on AWS alongside other platforms signals a deliberate move away from Microsoft, expanding reach and enabling developers to customize models through open weights for broader enterprise adoption. New episodes every…

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109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake up, The Genius Act Adds Clarity 46:54

1M ago46:54

46:54

109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake up, The Genius Act Adds ClarityBy SiliconANGLE

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Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution 36:31

1M ago36:31

36:31

nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Mean…

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How Jamie Dimon Becomes Sam Altman's Biggest Competitor 1:05:54

1M ago1:05:54

1:05:54

By SiliconANGLE

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108. Figma IPO to the Moon! The Brutal Economics of LLMs, Azure’s Clever Shell Game 47:43

1M ago47:43

47:43

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…

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Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog 38:01

2M ago38:01

38:01

By SiliconANGLE

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107. Tom Lee’s Crypto Master Class, IPO Window Opening, Trump’s AI Action Plan 1:02:59

2M ago1:02:59

1:02:59

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…

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Greg Notch, Expel 31:03

2M ago31:03

31:03

Greg Notch joins Jon Oltsik on this episode of the Cybersecurity BridgeBy SiliconANGLE

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Tech Spending Remains Persistently Uncertain 18:16

2M ago18:16

18:16

By SiliconANGLE

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106. AWS Agent Debate, Agent Cloud Washing, IPO Window Widening 52:11

2M ago52:11

52:11

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…

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Ed Gaudet, Censinet 33:15

2M ago33:15

33:15

By SiliconANGLE

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105. Andy Jassy Visits theCUBE Studio at NYSE, The Physical World Gets Tokenized, RAISE Summit Preview 54:22

2M ago54:22

54:22

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…

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Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny 44:31

2M ago44:31

44:31

By SiliconANGLE

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Matt Moore, Ticura 35:19

3M ago35:19

35:19

By SiliconANGLE

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Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage 55:11

3M ago55:11

55:11

By SiliconANGLE

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104. Will AI be a Commodity? SnowBricks on a Collision Course; A New Cisco for the AI Era 56:09

3M ago56:09

56:09

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…

1
Eric Skinner, Trend Micro 35:35

3M ago35:35

35:35

By SiliconANGLE

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Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics 1:08:59

3M ago1:08:59

1:08:59

By SiliconANGLE

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Snowflake & Databricks Cross the Rubicon into a New Competitive Domain 57:59

3M ago57:59

57:59

By SiliconANGLE

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103. NVIDIA Sees 100x Demand, Salesforce & Informatica Acquisition, Agents Taking Over Software 1:08:25

3M ago1:08:25

1:08:25

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…

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Despite AI Momentum, Tech Spending Faces Continued Uncertainty 38:13

4M ago38:13

38:13

By SiliconANGLE

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Dr. Shawn Murray 36:14

4M ago36:14

36:14

Dr. Shawn Murray, president of Murray Securtity Services joins theCUBE Research Security Analyst Jon Oltsik for another episode of The Cybersecurity BridgeBy SiliconANGLE

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102. Jensen Huang: Taiwan a Supercomputer Hub | Dell, GoogleIO, MSFT Build | VAST’s Bold Pivot 1:05:34

4M ago1:05:34

1:05:34

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…

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How Dell Is Riding the AI Wave While Serving Its Massive Installed Base 30:13

4M ago30:13

30:13

By SiliconANGLE

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101. Tech Leaders Abu Dhabi & Riyadh Unleash an AI Sandstorm—‘Make Money, Not War’ Fueling the World’s Largest Compute Build-Out 35:01

4M ago35:01

35:01

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape. New episodes every Friday. S…

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Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler 50:16

4M ago50:16

50:16

The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven agents and a unified data architecture will transform Software as a Service (SaaS) into what we’re calling “Serv…

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Monzy Merza, Crogl 39:43

4M ago39:43

39:43

Monzy Merza, CEO and Co founder of Crogl joins theCUBE Research Principal Analyst of Cybersecurity Jon Oltsik for another episode of The Cybersecurity BridgeBy SiliconANGLE

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Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter 41:58

4M ago41:58

41:58

By SiliconANGLE

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100. Insider's Guide to AI Differentiation, Cloud Earnings: The Rich Get Richer, RSAC 25 Rundown 1:14:46

4M ago1:14:46

1:14:46

By SiliconANGLE

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Masha Sedova, Mimecast 32:29

5M ago32:29

32:29

By SiliconANGLE

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RSAC Highlights Security Markets in Transition 34:59

5M ago34:59

34:59

As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber),…

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99. Data on the Security Market, 10 Major Themes at RSAC, Marc Benioff’s Gift to Steve Jobs 1:00:12

5M ago1:00:12

1:00:12

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…

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The Long Road to Agentic AI – Hype vs. Enterprise Reality 25:34

5M ago25:34

25:34

At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterp…

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98. Same Old FTC, Google Meta Breakup, AI Transforming Industries, Brenioff Tease 50:52

5M ago50:52

50:52

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…

1
Fred Wilmot, Detecteam 36:13

5M ago36:13

36:13

By SiliconANGLE

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Google’s Cloud Play — Integrated AI Across Infrastructure to Apps 29:19

5M ago29:19

29:19

00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape 02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position 04:48 - Analyzing Cloud Services: Insights from the ETR Survey 08:53 - Google's Growth in AI/ML 11:26 - Analyzing Growth and Revenue in Cloud Services 16:54 - Profitability and Operating Margin 19:39 …

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97. Google Next Analysis, Trump Tariffs, AI Everywhere All At Once 35:56

5M ago35:56

35:56

By SiliconANGLE

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Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics 50:32

5M ago50:32

50:32

By SiliconANGLE

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Greg Bell, Corelight 34:13

5M ago34:13

34:13

By SiliconANGLE

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Security Do-Over…How Palo Alto Networks Sees the Reset 47:11

5M ago47:11

47:11

By SiliconANGLE

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96. NVIDIA GTC - The Super Bowl for AI and Ethereum Under Pressure 54:15

6M ago54:15

54:15

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 you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.New episodes every Friday. Su…

1
Demetrios Lazarikos 41:33

6M ago41:33

41:33

By SiliconANGLE