AI is moving beyond the model era, and John Furrier and Dave Vellante dig into what comes next on the latest episode of theCUBE Pod. Furrier and Vellante examine the rise of AI systems spanning infrastructure, cloud architecture, security and economics, while also reflecting on the lasting contributions of David Floyer.
Drawing on theCUBE Research and reporting from Black Hat and AMD Advancing AI, Furrier and Vellante examine the pressures shaping AI deployment. They focus on high bandwidth memory, power constraints, neo-clouds, AI factories, agentic workflows and security as enterprises confront new bottlenecks and rethink how large-scale AI systems operate.
Read more: https://siliconangle.com/2026/08/10/agentic-ai-systems-david-floyer-thecubepod/
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00:00 - Title: **Navigating the Digital Landscape: Trends and Insights
03:44 - Practitioner Challenges
06:02 - AI Infrastructure Shift
09:29 - Semiconductor Boom
21:13 - NeoClouds and Energy
24:59 - Grid and Data Centers
30:43 - Space and Future Technologies
34:37 - DeepMind Shakeup
46:45 - Remembering David Floyer
Watch the full podcast to find out why these industry pros were mentioned:
Charlie Kawwas, president of Broadcom
Michael Dell, chairman and CEO of Dell Technologies
Jensen Huang, president, co-founder and CEO of Nvidia
Krista Case, principal analyst and practice lead for cyber resilience and security at theCUBE Research
Jon Oltsik, principal analyst for cybersecurity at theCUBE Research
Andy Grove, former chief operating officer and president of Intel Corp.
David Floyer, analyst emeritus at theCUBE Research
Demis Hassabis, Nobel laureate, co-founder and chair of Google DeepMind
Vijay Khanna, former chief growth and corporate development officer of UiPath
Thomas Kurian, CEO of Google Cloud
Andy Jassy, president and CEO of Amazon.com
Alex Karp, CEO of Palantir Technologies
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