133. Remembering David Floyer; From AI Models to AI Systems: The Next Technology Race
theCUBE PodcastShow Notes
AI is moving beyond the model era, and John Furrier and Dave Vellante dig into what comes next on the latest episode of theCUBE Pod. Furrier and Vellante examine the rise of AI systems spanning infrastructure, cloud architecture, security and economics, while also reflecting on the lasting contributions of David Floyer.
Drawing on theCUBE Research and reporting from Black Hat and AMD Advancing AI, Furrier and Vellante examine the pressures shaping AI deployment. They focus on high bandwidth memory, power constraints, neo-clouds, AI factories, agentic workflows and security as enterprises confront new bottlenecks and rethink how large-scale AI systems operate.
Read more: https://siliconangle.com/2026/08/10/agentic-ai-systems-david-floyer-thecubepod/
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00:00 - Title: **Navigating the Digital Landscape: Trends and Insights 03:44 - Practitioner Challenges 06:02 - AI Infrastructure Shift 09:29 - Semiconductor Boom 21:13 - NeoClouds and Energy 24:59 - Grid and Data Centers 30:43 - Space and Future Technologies 34:37 - DeepMind Shakeup 46:45 - Remembering David Floyer
Watch the full podcast to find out why these industry pros were mentioned: Charlie Kawwas, president of Broadcom Michael Dell, chairman and CEO of Dell Technologies Jensen Huang, president, co-founder and CEO of Nvidia Krista Case, principal analyst and practice lead for cyber resilience and security at theCUBE Research Jon Oltsik, principal analyst for cybersecurity at theCUBE Research Andy Grove, former chief operating officer and president of Intel Corp. David Floyer, analyst emeritus at theCUBE Research Demis Hassabis, Nobel laureate, co-founder and chair of Google DeepMind Vijay Khanna, former chief growth and corporate development officer of UiPath Thomas Kurian, CEO of Google Cloud Andy Jassy, president and CEO of Amazon.com Alex Karp, CEO of Palantir Technologies
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