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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Furrier and Vellante debate whether Nvidia’s “scale up, scale out, scale across” vision can sustain growth beyond hyperscalers into enterprises. Dell’s AI Factory emerges as a case study, with enterprises eager for turnkey solutions but still facing configuration and integration hurdles. The conversation explores where real adoption traction is happening.

Read more https://siliconangle.com/2025/09/02/nvidia-earnings-hyperscaler-bets-broadcoms-data-center-role-thecubepod/

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The episode also takes a close look at market valuations; spotlighting Snowflake’s rising position compared with Databricks’s customer concentration. Studies from Stanford and MIT on job disruption, plus growing enterprise hesitation over AI security, add a sobering counterweight. Together, they weigh AI’s boom potential against the looming risks.

Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

00:00 - Exploring Tech Landscapes: From Personal Journeys to Industry Insights
06:53 - Nvidia's Market Position and Future Outlook
17:29 - Enterprise AI and Market Trends
25:20 - DataBricks vs. Snowflake
31:44 - AI Ethics and Concerns
37:43 - AI Project Failures and Enterprise Trends
43:35 - Cybersecurity Sector Performance
48:17 - Earnings Insights and Concluding Reflections

This Week in Enterprise

The AI boom didn’t quite save Nvidia earnings, but enterprise software cashed in

In the most-watched tech event this week, Nvidia came up (a bit) short on earnings, but it still offered a pretty darn good growth projections.

Thing is, they didn’t include any possible sales to China, which don’t seem out of the question at some point. No surprise that investors mostly gave it a pass, the stock down less than a point Thursday.

It was a mixed bag for other enterprise hardware and software, as Snowflake, MongoDB, Box, Autodesk and Elastic outperformed, thanks to enterprises using their wares to build AI apps, along with Pure Storage and NetApp. But Dell, Nutanix, HP and Marvell disappointed, though not massively so, mostly on revenue outlooks investors wish were a little higher. Well, sure.

VMware is trying to remain relevant in cloud application development in the AI era, adding AI features to its VMware Cloud Foundation for private clouds and its Tanzu application platform. All well and good, but it’s still an uphill battle against the big cloud providers that are still drawing in more enterprises to their platforms every day.

Not to be an AI doomer, but more downsides of AI are emerging: actual job and website revenue losses, plus Elon Musk’s haymaker against Apple and OpenAI, Anthropic’s possibly precedent-setting copyright infringement lawsuit settlement, and, far from least, the death of a teen his parents blame in a lawsuit on conversations with ChatGPT, and now a murder-suicide apparently fed by ChatGPT. If not deal killers, all this will require more than sheer boosterism while whistling past the graveyard to keep AI’s momentum going.

Check out the full article https://siliconangle.com/2025/08/29/ai-boom-didnt-quite-save-nvidia-earnings-enterprise-software-cashed/

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