123. AI Frenzy, Memory Supercycle & The Enterprise ROI Reckoning скачать в хорошем качестве

123. AI Frenzy, Memory Supercycle & The Enterprise ROI Reckoning

TheCUBE Research’s John Furrier and Dave Vellante kick off this week’s theCUBE Pod amid nonstop momentum — with Furrier reporting live from the NYSE as markets swing in real time, AI valuations surge and the tech sector recalibrates. It’s part celebration, part reality check, as they swap notes from the floor and dive straight into what’s really driving the headlines. They break down the AI funding surge and the new shape of capital markets: mega-rounds, strategic checks replacing “dumb money,” and VCs struggling to meet pro rata as SPVs fill the gaps. Furrier connects what he’s seeing in real time to data center financing stress, while Vellante flags the ripple effects across hyperscalers and infrastructure names. Then they zero in on the constraint that matters most right now: memory. Furrier frames a “memory super cycle” fueling AI factories, while Vellante looks ahead to near-term signals and longer-term economics — plus what to watch next across Nvidia, enterprise software and the broader AI build-out. They close with a forward look at Nvidia GTC, RSAC and MWC, including telcos’ edge opportunity — or risk. Read more https://siliconangle.com/2026/02/23/a... New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://open.spotify.com/show/1hBxlS6... Apple Podcasts: https://podcasts.apple.com/us/podcast... YouTube:    • theCUBE Pod with John Furrier & Dave Vellante   Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Unveiling the Week: Highlights and Hype 02:37 - Capital Markets Segment Shift 05:11 - Blue Owl and Data Center Financing Issues 09:32 - AI Data Center Demand 12:43 - Semiconductor Industry & Memory Super Cycle 20:49 - Enterprise Software and AI Challenges 30:02 - Supercloud and Market Insights 35:59 - Telco Industry Outlook: Challenges, Earnings and Future Prospects This Week in Enterprise: It’s still frothy in AI, but memory chips now loom as a big bottleneck AI hype is hitting new extremes, with billion-dollar raises for startups lacking products, OpenAI reportedly nearing a $100 billion round, and Nvidia plus memory-chip makers powering a historic supercycle. As Meta and Anthropic escalate their AI strategies, enterprises face growing pressure to turn massive investments into measurable returns. Get the full story https://siliconangle.com/2026/02/20/s... People mentioned in this podcast: Tom Brady, former NFL quarterback Andy Jassy, president and CEO of Amazon Jensen Huang, president, co-founder and CEO of NVIDIA Sanjay Mehrotra, CEO of Micron Technology Ben Bajarin, principal analyst and CEO of Creative Strategies Donald Trump, 47th president of the United States of America Lip-Bu Tan, CEO of Intel Steve Jobs, co-founder and former CEO and chairman of Apple Larry Ellison, chairman of the board and CTO of Oracle Sam Altman, co-founder and CEO of OpenAI LP Vera Rubin, American astronomer Elon Musk, CEO of Tesla Palmer Freeman Luckey, entrepreneur best known as the founder of Oculus VR and designer of the Oculus Rift Robert Metcalfe, American engineer and entrepreneur Zeus Kerravala, founder and principal analyst at ZK Research Chris Lewis, founding director of Lewis Insight Chuck Robbins, chair and CEO of Cisco Systems Jeetu Patel, EVP and CPO of Cisco Systems Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE #theCUBE #theCUBEPod #theCUBEresearch #NYSE #AI #MWC26 #NvidiaGTCAI #RSAC26