Show Notes
The latest episode of theCUBE Pod finds John Furrier and Dave Vellante looking past the GPU race to the bigger shift: AI infrastructure becoming a full intelligence production system. Furrier and Vellante connect sovereignty, data movement, networking, storage and compute as enterprises rethink where AI runs, who controls it and why today.
The conversation moves from Dell’s infrastructure momentum and CoreWeave’s expansion to agent security, software disruption and the growing battle for control. Furrier and Vellante also weigh the risks of autonomous agents, rising infrastructure costs and the new cloud landscape taking shape as enterprise AI demand keeps accelerating across the industry.
Read more: https://siliconangle.com/2026/09/28/ai-agents-security-thecubepod/
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This Week in Enterprise:
More agents go rogue — but AI companies aren’t slowing down yet
AI agents are raising new security concerns as attacks expose weak safeguards and human oversight gaps. Yet development keeps accelerating, with new models, cybersecurity defenses and infrastructure investments arriving rapidly. At the same time, energy constraints, regulation and Meta’s renewed metaverse push show how unpredictable the AI race remains.
Check out the full article: https://siliconangle.com/2026/09/25/more-agents-go-rogue-but-ai-companies-arent-slowing-down-yet/
Watch the full podcast to find out why these industry pros were mentioned: Larry Fink, chairman and CEO of BlackRock Lisa Su, chair and CEO of AMD Bob Picciano, member of the advisory board from SolarWinds Worldwide Charlie Kawwas, president of Broadcom Arvind Krishna, chairman and CEO of IBM Tony Kim, head of BlackRock Fundamental Equities Global Technology Amit Eyal Govrin, founder and CEO of Kubiya John Roese, global chief technology officer of products and operations at Dell Ihab Tarazi, SVP and CTO of Dell Matt Baker, managing director at Deloitte Digital Bill Scannell, president of Global Sales and Customer Operations at Dell David Goulden, former president of Dell EMC Pat Gelsinger, former CEO of Intel Dave Donatelli, CEO of Riverbed Technology Joe Tucci, chairman and co-founder at Big Growth Partners Michael Dell, chairman and CEO of Dell Jeff Clarke, COO and vice chairman of Dell Erik Woodring, managing director and head of U.S. Technology Hardware Equity Research at Morgan Stanley David Floyer, analyst emeritus at theCUBE Research Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Jim McNiel, chief growth officer of TAE Technogies Inc. Mark Zuckerberg, CEO of Meta Platforms Teresa Carlson, president and chief commercial officer of Flexport Jean English, global chief marketing officer of Juniper Networks
#theCUBE #theCUBEPod #theCUBEresearch #NVIDIA #Dell #CoreWeave #SovereignAI
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