It has been a whirlwind three weeks for theCUBE on the heels of Supercloud 6, Nvidia GTC and as the team attends KubeCon + CloudNativeCon Europe in Paris. It’s an amazing time in the tech industry, with plenty for theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) to analyze on the latest episode of the CUBE podcast.

But it was Nvidia’s conference that really set the tone, according to Furrier. It raised the bar in terms of where artificial intelligence systems are going.

“The financial performance of Nvidia’s stock price, and just the financial performance on the business fundamentals, has everybody in the industry on notice,” Furrier said. “It’s mind-blowing performance; it’s technology shift that’s categorically new. And the CEO, Jensen Huang, saying this is a new category of how things are going to get done.”

The highlight of the GTC conference was the long-awaited Blackwell platform. What’s taken place over the past week represents a cultural inflection point, according to Furrier.

“All the content going around the world with KubeCon and then Nvidia GTC, and of course we were at the Broadcom financial investor analyst meeting yesterday morning for a bunch of hours, getting the scoop on their entire process for custom silicon and new packaging techniques based on open foundational standards,” he said. “You’re seeing the rise of a generational shift in the computer industry.”

Nvidia’s conference represents a great shift

The impact of that shift from an experience standpoint is like nothing ever seen before, according to Furrier. There have, of course, been great shifts in the past.

“Coming out of high school and going into college, that moved from mainframes to PCs and many computers and the rise of local area networks — internetworking, the internet, mobile computing, social media,” Furrier said. “But now we’re at an era that is just so different, and it’s pumping on all cylinders.”

Nvidia’s conference was a developer conference for alpha nerds, but the hedge funds and venture capitalists were there, according to Furrier. The past week quantifies what theCUBE has been talking about for some time as an inflection point, he added.

“You start to see visibility into the money, the applications … the systems revolution, specifically the tech innovation and the societal impact,” Furrier said. “And, of course, new things like robotics.”

An important event in the history of the industry

The Nvidia GTC event was the single most important event in the history of the computer industry, according to Vellante. Thinking about what could match this, one has to go back to the early Comdex days when Bill Gates was presenting on the future of the PC. However, this event was bigger, Vellante added.

“I think about the early re:Invent … the first or second re:Invent when Andy Jassy, basically really the first one he stood up,” Vellante said. “When I say that, I don’t mean in terms of size. It was, whatever, 20, 25, 30,000 people there. There are many bigger events. But in terms of the industry impact, I think this was the biggest event in the history of the computer industry.”

The reason Vellante made that point had to do with the fact that the event was a developer event. Every company did a press release and tied themselves to Nvidia, Vellante noted.

“We’ve talked for years about how every company’s a technology company and every company’s a software company. Well, every company’s now an AI company,” he said. “We’re all experts at AI. So, the reach was really tremendous. Everybody’s talking about it.”

The other thing that stood out in Vellante’s mind had to do with the fact that despite the tough macro, the market’s broadening. It’s not just Nvidia, he noted.

“Dell got a big lift. I mean, of course, HPE was there and Lenovo was there and Supermicro and on and on and on. Snowflake and Databricks did a deal with them,” Vellante said. “You always said, rising tide lifting all ships. It is happening, finally broadening in the stock market, which I think is a good thing.”

At the Broadcom financial meeting, Vellante and Furrier heard how Broadcom is developing communications technology to talk to all the XPUs and all the memory, Vellante noted. Broadcom also got a big lift for other reasons, as well.

Watch the full podcast below to find out why these industry pros were mentioned:

Jensen Huang, founder and CEO of Nvidia
Bill Gates, co-founder of Microsoft
Andy Jassy, president and CEO of Amazon
Michael Dell, chairman and CEO of Dell Technologies
Larry Ellison, chairman of the board and CTO of Oracle
James Hamilton, SVP and distinguished engineer at Amazon
Hock Tan, president and CEO of Broadcom
Charlie Kawwas, president at Broadcom
Jas Tremblay, GM for data center solutions group at Broadcom
Frank Ostojic, SVP and GM at Broadcom
Arvind Krishna, chairman and CEO of IBM
Louis V. Gerstner Jr., former CEO of IBM
Samuel J. Palmisano, former CEO of IBM
Ginni Rometty, co-chairman of OneTen, former CEO of IBM
Rob Thomas, SVP of software and CCO of IBM
Dario Gil, SVP and director of research at IBM
Pat Gelsinger, CEO of Intel
Joe Biden, 46th president of the United States
Lina Khan, chair of the Federal Trade Commission
Rob Strechay, managing director and principal analyst at theCUBE Research
Savannah Peterson, founder and chief unicorn at Savvy Millennial and host of theCUBE
Dustin Kirkland, experienced engineer, product manager, executive, and advisor

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Photo: SiliconANGLE