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Dave Vellante and John Furrier of theCUBE Research discuss token economics during the keynote analysis at CoreWeave Fully Connected 2026.

CoreWeave expands its AI stack as inference surges: theCUBE’s Fully Connected keynote analysis

Token economics are becoming a defining measure of artificial intelligence infrastructure efficiency. As AI workloads move beyond training, the economics of producing useful intelligence are starting to shape infrastructure decisions. CoreWeave is building around that shift, expanding beyond GPU compute into networking, storage and software while inference demand grows faster ...

BY CHAD WILSON - 4 HOURS AGO

INFRA

CoreWeave expands its AI stack as inference surges: theCUBE’s Fully Connected keynote analysis

BY CHAD WILSON - 4 HOURS AGO

Andrew Feldman, founder and CEO of Cerebras Systems, talks to theCUBE about how inference speed is becoming the defining competitive advantage in AI infrastructure, at RAISE Summit 2026.

INFRA

Cerebras Systems positions inference speed as the defining edge in AI infrastructure

The race to build the fastest AI infrastructure is reshaping the semiconductor industry, with inference speed emerging as the defining competitive dimension of the AI era. As AI model wars intensify across OpenAI, Anthropic and Google, the underlying compute layer is under pressure to keep pace — and the companies ...

BY JONATHAN ANTHONY - 3 MONTHS AGO

INFRA

Cerebras Systems positions inference speed as the defining edge in AI infrastructure

BY JONATHAN ANTHONY - 3 MONTHS AGO

ANALYSIS FROM THECUBE RESEARCH

INFRA

Nvidia’s scale-in play: Controlling agents is the next infrastructure priority

Nvidia Corp. is extending the data processing unit from infrastructure offload to a broader security role across the artificial intelligence factory. The opportunity is to make agentic AI safer to operate at scale. That's according to Gilad Shainer, Nvidia's senior vice president of networking, who sat down with theCUBE last ...

SPECIAL BREAKING ANALYSIS BY DAVE VELLANTE - 1 DAY AGO

INFRA

TOP STORIES

Nvidia’s scale-in play: Controlling agents is the next infrastructure priority

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Nvidia’s scale-in play: Controlling agents is the next infrastructure priority

Google's new frontier AI model Gemini 4 Argon goes to cybersecurity defenders first

FTC reportedly investigating OpenAI, Anthropic over potential consumer risks

Prominent tech CEOs sign voluntary White House AI safety accord

CoreWeave expands its AI stack as inference surges: theCUBE’s Fully Connected keynote analysis

CoreWeave expands its AI stack as inference surges: theCUBE’s Fully Connected keynote analysis

Cerebras Systems positions inference speed as the defining edge in AI infrastructure

Cerebras Systems positions inference speed as the defining edge in AI infrastructure

ANALYSIS FROM THECUBE RESEARCH help_outline

Nvidia’s scale-in play: Controlling agents is the next infrastructure priority

Nvidia’s scale-in play: Controlling agents is the next infrastructure priority

DEEP DIVES help_outline

The hard physics and complex economics of AI's insatiable hunger for power

Twenty years after pioneering the cloud, Amazon Web Services chases the next big prize: AI

Anthropic's dispute with US government exposes deeper rifts over AI governance, risk and control

The biggest AI bottleneck isn’t GPUs. It's data resilience

The hard physics and complex economics of AI's insatiable hunger for power

Anthropic's dispute with US government exposes deeper rifts over AI governance, risk and control

Twenty years after pioneering the cloud, Amazon Web Services chases the next big prize: AI

The biggest AI bottleneck isn’t GPUs. It's data resilience

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ANALYSIS FROM THECUBE RESEARCH

DEEP DIVES