<p>On the latest theCUBE Pod, John Furrier and Dave Vellante unpack fresh signals from AWS re:Invent. They explore how AI infrastructure, semiconductors and cloud scale are redefining competitive advantage and setting the stage for candid conversations with the leaders shaping what comes next.</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>They also break down recent interviews, including Nvidia CEO Jensen Huang on AI factories and scale. The discussion links hyperscaler strategy to real-world deployment, showing why infrastructure choices now drive AI speed, efficiency and long-term enterprise relevance.</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 also tackles the semiconductor reset, drawing on Jensen Huang’s view of how AI-driven factories and accelerated platforms are becoming foundational. It signals a broader shift toward integration, collaboration and execution over isolated breakthroughs.</p><p>Read more: <a href="https://siliconangle.com/2025/12/08/enterprise-technology-aws-reinvent-ai-nvidia-huang-thecubepod/" target="_blank" rel="noopener noreferrer">https://siliconangle.com/2025/12/08/enterprise-technology-aws-reinvent-ai-nvidia-huang-thecubepod/</a></p><p>00:00 - Unveiling Innovations: From Global Events to Industry Insights<br>03:36 - Breaking Analysis: AI&#39;s Impact on Radiology Jobs<br>06:03 - Evolving Landscapes: Navigating Healthcare Challenges and Technological Innovations<br>08:12 - Entertainment Ecosystems: Strategic Moves and Industry Alliances<br>11:05 - Perplexity, Copyright, and Legal Battles in Media<br>13:35 - Media Power and Responsibility: The Role and Influence of Major News Outlets<br>18:59 - OpenAI and Large Language Models<br>22:08 - Building the Future: Innovating Infrastructure and Overcoming Data Challenges<br>27:08 - Strategic Frontiers: Leveraging Models and Enterprise Insights<br>32:39 - Taiwan and Global Semiconductor Dynamics<br>35:52 - Embracing Innovation: The Future of Tech with Agentforce and Autonomous Coding<br>39:48 - The TPU Debate and NVIDIA&#39;s Market Position<br>43:35 - OpenAI&#39;s Dominance in AI Traffic<br>46:21 - Comparing Tech Giants to Historical Companies<br>49:15 - Netscape&#39;s Mistakes and Lessons Learned<br>53:44 - AI Factories and Future Computing Models<br>57:27 - Networking, Global Influence, and Future Directions in AI Systems</p><p>Watch the full podcast to find out why these industry pros were mentioned:<br><a href="https://www.linkedin.com/in/mattgarman/" target="_blank" rel="noopener noreferrer">Matt Garman</a>, CEO of AWS<br><a href="https://www.linkedin.com/in/swaminathansivasubramanian/" target="_blank" rel="noopener noreferrer">Swami Sivasubramanian</a>, VP of database, analytics and machine learning at AWS<br><a href="https://www.linkedin.com/in/colleen-aubrey-b90816/" target="_blank" rel="noopener noreferrer">Colleen Aubrey</a>, SVP of AWS Solutions at AWS<br><a href="https://www.linkedin.com/in/jenhsunhuang/" target="_blank" rel="noopener noreferrer">Jensen Huang</a>, founder and CEO of Nvidia<br><a href="https://www.linkedin.com/in/charlie-kawwas/" target="_blank" rel="noopener noreferrer">Charlie Kawwas</a>, president of Broadcom<br><a href="https://www.linkedin.com/in/roberthof/" target="_blank" rel="noopener noreferrer">Rob Hof</a>, editor-in-chief at SiliconANGLE Media<br><a href="https://www.linkedin.com/in/mark-albertson-bb413b1/" target="_blank" rel="noopener noreferrer">Mark Albertson</a>, senior writer at SiliconANGLE Media<br><a href="https://www.linkedin.com/in/davidlinthicum/" target="_blank" rel="noopener noreferrer">David Linthicum</a>, principal analyst at SiliconANGLE Media Inc. - theCUBE Research<br><a href="https://x.com/realDonaldTrump" target="_blank" rel="noopener noreferrer">Donald Trump</a>, 45th and 47th president of the United States of America<br><a href="https://x.com/davidsacks47" target="_blank" rel="noopener noreferrer">David Sacks</a>, White House AI and crypto czar<br><a href="https://www.linkedin.com/in/dar%C3%ADo-gil-58575713/" target="_blank" rel="noopener noreferrer">Dario Gil</a>, Under Secretary for Science, U.S. Department of Energy and Director of the Genesis Mission<br><a href="https://joebiden.com/" target="_blank" rel="noopener noreferrer">Joe Biden</a>, 46th United States president<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://www.linkedin.com/in/david-floyer-0170431/" target="_blank" rel="noopener noreferrer">David Floyer</a>, analyst emeritus at theCUBE Research<br><a href="https://www.linkedin.com/in/lisa-su-3ba3364/" target="_blank" rel="noopener noreferrer">Lisa Su</a>, chair and CEO of AMD<br><a href="https://www.linkedin.com/in/marcbenioff/" target="_blank" rel="noopener noreferrer">Marc Benioff</a>, chair and CEO of Salesforce<br><a href="https://x.com/elonmusk" target="_blank" rel="noopener noreferrer">Elon Musk</a>, CEO of Tesla<br><a href="https://www.linkedin.com/in/nickotto/" target="_blank" rel="noopener noreferrer">Nick Otto</a>, global head of strategic partners at IBM<br><a href="https://x.com/sundarpichai" target="_blank" rel="noopener noreferrer">Sundar Pichai</a>, CEO of Alphabet and Google<br><a href="https://www.linkedin.com/in/sarbjeetjohal/" target="_blank" rel="noopener noreferrer">Sarbjeet Johal</a>, founder and CEO of Stackpane<br><a href="https://www.linkedin.com/in/crawford-del-prete-082221/" target="_blank" rel="noopener noreferrer">Crawford Del Prete</a>, president of the IDC<br><a href="https://x.com/linamkhan" target="_blank" rel="noopener noreferrer">Lina Khan</a>, former chair of the FTC</p><p>#theCUBE #theCUBEPod #theCUBEresearch #AWSreInvent #Nvidia #AIFactories #semiconductors<br></p>