<p>The AI infrastructure race is heating up fast, and John Furrier and Dave Vellante are right in the middle of it on the latest episode of theCUBE Pod. Recorded in part at the New York Stock Exchange, the two break down the billion-dollar battle for AI dominance, energy constraints and data control shaping the future of cloud.</p><p>New episodes every Friday. Subscribe for weekly tech analysis.<br>Spotify: <a href="https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1" target="_blank" rel="noopener noreferrer">https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&amp;nd=1</a><br>Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308" target="_blank" rel="noopener noreferrer">https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308</a><br>YouTube: <a href="https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu" target="_blank" rel="noopener noreferrer">https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu</a></p><p>Furrier and Vellante dig into the “Great AI Gold Rush,” where cloud giants such as Amazon and Microsoft are investing heavily to secure compute power and energy access. They connect the dots between major deals, including AWS’s engagement with OpenAI and the growing pressure on infrastructure to keep pace with AI demand.</p><p>Find more SiliconANGLE news and analysis <a href="https://siliconangle.com/" target="_blank" rel="noopener noreferrer">https://siliconangle.com/</a><br>Follow theCUBE&#39;s wall-to-wall event coverage <a href="https://siliconangle.com/events/" target="_blank" rel="noopener noreferrer">https://siliconangle.com/events/</a><br>Learn about the latest theCUBE events <a href="https://www.thecube.net/" target="_blank" rel="noopener noreferrer">https://www.thecube.net/</a></p><p>The conversation moves beyond market headlines to explore what’s next — from productivity J-curves to the economic ripple effects of AI data centers in rural regions. Drawing on insights from experts including Erik Brynjolfsson, they unpack how power, not chips, has become the defining constraint in scaling AI.</p><p>Read more <a href="https://siliconangle.com/2025/11/10/ai-infrastructure-gold-rush-energy-bottleneck-thecubepod/" target="_blank" rel="noopener noreferrer">https://siliconangle.com/2025/11/10/ai-infrastructure-gold-rush-energy-bottleneck-thecubepod/</a></p><p>Find more SiliconANGLE news and analysis <a href="https://siliconangle.com/" target="_blank" rel="noopener noreferrer">https://siliconangle.com/</a> </p><p>Follow theCUBE&#39;s wall-to-wall event coverage <a href="https://siliconangle.com/events/" target="_blank" rel="noopener noreferrer">https://siliconangle.com/events/</a> </p><p>Learn about the latest theCUBE events <a href="https://www.thecube.net/" target="_blank" rel="noopener noreferrer">https://www.thecube.net/</a></p><p>00:00 - Navigating the AI and Tech Landscape: Insights and Innovations<br>03:46 - Empowering Growth: Overcoming Infrastructure and Energy Constraints for Economic Revitalization<br>08:55 - Integrating Retail, Technology and Workforce Development: The Impact of Walmart, Data Centers and Nvidia<br>12:31 - AI Expansion: Navigating Energy Needs and Competitive Landscapes<br>17:26 - The Dynamics of Control and Resilience in Modern Markets<br>20:52 - Cryptocurrency Insights and Future Outlook</p><p>This Week In Enterprise:Despite big AI infrastructure deals, investors get nervous about the payoff </p><p>Big AI infrastructure deals are exploding as cloud giants race for compute capacity. AWS struck multibillion-dollar agreements with OpenAI and Cipher Mining, while Microsoft expanded in the UAE and Australia. OpenAI even lobbied Washington for AI data center tax credits. With tech stocks wobbling and agent turf wars heating up, next week’s earnings and conferences could redefine the AI power landscape. </p><p>Check out the full article <a href="https://siliconangle.com/2025/11/07/despite-big-ai-infrastructure-deals-investors-get-nervous-payoff/" target="_blank" rel="noopener noreferrer">https://siliconangle.com/2025/11/07/despite-big-ai-infrastructure-deals-investors-get-nervous-payoff/</a></p><p>Watch the full podcast to find out why these industry pros were mentioned:<br><a href="https://twitter.com/sama" target="_blank" rel="noopener noreferrer">Sam Altman</a>, co-founder and CEO of OpenAI<br> <a href="https://www.linkedin.com/in/bradgerstner/" target="_blank" rel="noopener noreferrer">Brad Gerstner</a>, founder and CEO of Altimeter Capital Management<br> <a href="https://www.linkedin.com/in/satyanadella/" target="_blank" rel="noopener noreferrer">Satya Nadella</a>, chairman and CEO of Microsoft<br> <a href="http://linkedin.com/in/erikbrynjolfsson" target="_blank" rel="noopener noreferrer">Erik Brynjolfsson</a>, American academic and author<br> <a href="https://www.linkedin.com/in/jackiesinsecurity/" target="_blank" rel="noopener noreferrer">Jackie McGuire</a>, principal analyst at theCUBE Research<br> <a href="https://www.linkedin.com/in/andy-jassy-8b1615/" target="_blank" rel="noopener noreferrer">Andy Jassy</a>, president and CEO of Amazon<br> <a href="https://www.linkedin.com/in/jameshamilton4/" target="_blank" rel="noopener noreferrer">James Hamilton</a>, SVP and distinguished engineer at Amazon<br> <a href="https://www.linkedin.com/in/jenhsunhuang/" target="_blank" rel="noopener noreferrer">Jensen Huang</a>, founder and CEO of NVIDIA<br> Steve Jobs, co-founder and former CEO and chairman of Apple<br> <a href="https://www.linkedin.com/in/robstrechay/" target="_blank" rel="noopener noreferrer">Rob Strechay</a>, principal analyst for theCUBE Research<br> <a href="https://www.linkedin.com/in/savannahpeterson/" target="_blank" rel="noopener noreferrer">Savannah Peterson</a>, principal analyst at theCUBE Research<br> <a href="https://www.linkedin.com/in/george-gilbert-tech-version/" target="_blank" rel="noopener noreferrer">George Gilbert</a>, principal analyst at theCUBE Research<br> <a href="https://twitter.com/saylor" target="_blank" rel="noopener noreferrer">Michael Saylor</a>, CEO of MicroStrategy<br> <a href="https://x.com/fundstrat" target="_blank" rel="noopener noreferrer">Tom Lee</a>, cryptocurrency analyst</p><p>#theCUBE #theCUBEPod #theCUBEresearch #AI #NYSE #DataInfrastructure #OpenAI</p>