124. AI Euphoria vs. Economic Reality: The Money Keeps Flying скачать в хорошем качестве

124. AI Euphoria vs. Economic Reality: The Money Keeps Flying

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. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu Watch the full lineup of theCUBE Pod    • theCUBE Pod with John Furrier & Dave Vellante   #theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends 00:00 - Navigating the Future: AI Evolution and Strategic Investments 05:30 - Nvidia and AWS Collaborations 09:29 - Nvidia's Ethernet Innovation and Market Performance 12:06 - Anthropic and Government Tensions 14:40 - AI Factories and Mainstream Applications 18:25 - Salesforce's Growth and SaaS Challenges 21:18 - Microsoft's Copilot and Architecture Shift 29:12 - Dell's Business Model Success Amidst Market Chaos 38:54 - OpenAI's Strategic Positioning 43:56 - Final Thoughts and Upcoming Events