John Furrier and Dave Vellante discuss whether the AI bubble will pop on theCUBE Pod.AI play_arrow

    On theCUBE Pod: Bubble watch or boom cycle, AI hype meets political heat and big tech bets

    Artificial intelligence may be the most powerful force reshaping modern industry — but some analysts warn it’s also inflating an AI bubble that could burst as fast as it grew. Despite political turmoil and a government shutdown, tech giants continue to pour billions into OpenAI Inc. and other generative AI ...


      CLOUD

      Service-as-software: The new control plane for business

      We’re on the cusp of a new software-enabled business model that will determine winners and losers in the coming decades. We call this service-as-software. Specifically, we believe enterprises will begin to organize knowledge work in new ways, that harmonize islands of automation into a build-to-order assembly line for knowledge work. ...