Analyst-led insights & upcoming events On theCUBE Pod: Nvidia antitrust, AI kingmaking and the death of the PC In this week’s episode of [theCUBE Pod]( John Furrier and Dave Vellante discuss Nvidia’s antitrust scrutiny by the DOJ and FTC, questioning whether its dominance in the GPU market is slowing competition and affecting the AI hype cycle. They also explore the rise of custom silicon, as companies such as Apple and Tesla develop chips to reduce costs and enhance performance. The future of personal computing is also a hot topic, with Qualcomm potentially acquiring Intel's PC business and ARM-based systems set to overtake x86 architecture. The discussion also highlights the ongoing massive investments in AI startups. This raises concerns about the long-term viability of the “kingmaking” funding strategy. [Check out the latest theCUBE Pod.]( What’s new read more on [thecuberesearch.com]( Is the modern data stack out over its skis? In this [Breaking Analysis]( episode, theCUBE Research Chief Analyst Dave Vellante and Principal Analyst George Gilbert are joined by Fivetran CEO George Fraser as they explore how the modern data stack is outpacing the actual needs of many traditional analytic workloads, which often operate on small data sets manageable by single-node systems. Drawing from the disruption seen in the steel industry, they discuss how the rise of cost-effective, purpose-built tools such as DuckDB is threatening to commoditize large-scale data platforms, such as Snowflake and Databricks. As workloads shift toward data lakes and single-node computing, the key question is whether today’s data giants can stay ahead by evolving into intelligent application platforms that incorporate semantic layers, multi-agent systems and advanced automation. [Read the latest Breaking Analysis.]( [Get The Free Report]( In the news read more on [siliconangle.com]( More big bucks for AI startups — but investors are getting restless for results OpenAI co-founder Ilya Sutskever raised a billion dollars for his startup SSI this week, alongside Nvidia and others investing in Sakana AI and You.com. However, with Nvidia facing antitrust challenges and a stock hit, investors are becoming wary as AI shows real results but may have outpaced its investment momentum. [Find more on the latest in enterprise tech.]( Glean partners with Google Cloud to boost AI solutions As a part of the Google Cloud Marketplace Marvels series, theCUBE talked to Glean’s Tamar Yehoshua and Google Cloud’s Stephen Orban about how Glean leverages Google Cloud to break down data silos and enhance its AI-driven search platform. [Explore more.]( New Awards Program now OPEN for submissions Submissions are now open for the [Tech Innovation CUBEd Awards](. Our new awards program will recognize the world’s most innovative companies, groundbreaking products and out-of-the-box thinkers driving the tech industry forward. Categories span innovation, product development, leadership and implementation success and are designed to highlight the diverse contributions shaping the future of B2B and B2B2C technology. Industry-leading video analysis and editorial coverage across theCUBE, theCUBE Research and SiliconANGLE are central to the awards. All winners will be published on SiliconANGLE.com and have the opportunity to be featured in exclusive video segments with theCUBE Research analysts. Recipients of the HyperCUBEd Innovation Award category will be featured on a broadcast segment of theCUBE. [Visit our website]( for more information on categories, entry fees and guidelines, requirements and submission deadlines. On-site analysis watch live at [thecube.net]( This fall, theCUBE is bringing you live and on-site reporting from some of the biggest tech events. We’ll be covering everything from strategic talks with Dell and Red Hat to in-depth explorations of AI, cybersecurity and data management. Tune in for exclusive interviews and insights at major events such as CrowdStrike Fal.Con, Salesforce Dreamforce, mWISE 2024, NetApp Insights and more, as we break down the key trends shaping the future of enterprise technology.* *Broadcast dates and times are subject to change. Build Now and for the Future With Dell and Red Hat | Sept. 12 Mark your calendar for Sept. 12 and join us for the “[Building for the Present and Future With Dell and Red Hat]( event. With the rise of containerization and AI workloads, strategic infrastructure planning is crucial. Alyson Langon from Dell and Stu Miniman from Red Hat will discuss how the APEX Cloud Platform for Red Hat OpenShift simplifies operations, enabling you to efficiently scale and build for the future. Dreamforce | Sept. 17 Join theCUBE, starting Sept. 17, for exclusive coverage of in San Francisco. We bring you on-site reporting and analyst-led discussions with cloud platform experts, software engineers and data practitioners to discuss the developments and innovations within the enterprise AI community. CrowdStrike Fal.Con | Sept. 17—18 Catch theCUBE’s live broadcast from Fal.Con]( from Sept. 17–18. Get the latest insights on emerging trends in data protection, along with breakthroughs in enterprise AI and modern computing infrastructure. Featured guests include CrowdStrike CEO George Kurtz, Chief Business Officer Daniel Bernard and VP of Americas Alliances Amanda Adams. mWISE Conference | Sept. 18—19 Join theCUBE's live coverage of the Conference]( from Sept. 18–19. Our team will bring you the latest in cybersecurity, with a spotlight on how generative AI is shaping the industry. Featured speakers include Mandiant CEO Kevin Mandia, Google Cloud Security's Head of UX Steph Hay, Mandiant Intelligence's Chief Analyst John Hultquist and more. NetApp Insight | Sept. 23-24 Tune in to theCUBE’s live coverage of Insight]( in Las Vegas Sept. 23-24. We’ll provide on-the-ground reporting and exclusive interviews with experts in intelligent data platforms, storage technologies and leading analysts. Hear from thought leaders as they dive into the market forces transforming AI infrastructure. Expert guests include NetApp CEO George Kurian, CMO Gabie Boko and President Cesar Cenuda. [Check out theCUBE’s other upcoming events.](
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