120. Inside the AI and Crytpo Infra Gold Rush: Capital, Chips, and the Cost of Getting Data Wrong
theCUBE PodcastShow Notes
In this week’s theCUBE Pod episode, John Furrier and Dave Vellante discuss how AI and crypto are colliding inside modern financial infrastructure. Recording from the NYSE and the Boston Studio, they dig into what BitGo’s initial public offering reveals about institutional adoption, trust and the evolving shape of digital finance. They break down how BitGo positions itself as core infrastructure rather than a speculative platform, drawing parallels to how AWS reshaped cloud computing. The conversation explores custody, trust and transaction integrity, as well as why BitGo’s strategy matters as AI-driven systems increasingly intersect with digital asset workflows. The discussion widens to global signals from Davos and beyond, where AI, blockchain and enterprise systems are converging faster than expected. Furrier and Vellante also unpack regulatory pressure, OpenAI’s influence and shifting market dynamics, offering a grounded look at how finance, trading and asset management could evolve over the next decade.Read more: https://siliconangle.com/2026/01/26/bitgo-ipo-nvidia-davos-ai-thecubepod/New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1 Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308 YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind 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/
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