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In the latest episode of theCUBE Pod, hosts John Furrier and Dave Vellante of theCUBE Research unpack the geopolitical and technological ripple effects of a high-stakes AI power play unfolding in the Middle East. From billion-dollar data center deals involving OpenAI and NVIDIA to the rise of sovereign cloud as a global force, they explore how tech leaders, from AWS to Cisco, are positioning themselves at the intersection of energy, compute and policy.
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The conversation spans NVIDIA and Broadcom’s dominance in the AI hardware race, Dell’s AI Factory strategy and the mounting relevance of regional infrastructure, while also tackling security concerns, agentic AI risks and the impact of tariffs on supply chains.
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00:00 – Emerging Tech Trends and Global Engagements
02:08 – Global AI Expansion: Geopolitical Influences and Infrastructural Developments
04:26 – AI Innovations and Global Strategic Trends
06:29 – AI’s Influence on Global Economy and Market Opportunities
09:10 – AI Innovations and Investments in the Middle East
11:38 – AI-Driven Energy and Infrastructure Expansion in the Middle East and Beyond
13:41 – AI Transformation Across Industries
16:01 – Discussion on AI Entrepreneurs
19:28 – The Rise of Sovereign Clouds
23:25 – Importance of Speed in Tech
25:29 – Impact of Tariffs on Tech
28:54 – Shaping the Future: AI, Data Centers and Industry Insights
This Week in Enterprise:
AI leaders stare down limits as they keep spending big
Initial public offerings of stock inched back this week as eToro’s IPO soared 29% over its initial price, Chime filed and Pony AI in China filed confidentially. But don’t expect a full-scale return in this choppy economy.
Herald the coming of the software-only cloud hyperscaler — starting with Salesforce.
AI leaders suddenly are confronting reality — excessive hype and high expense, not to mention diverging interests and doubts about the headroom for cutting-edge AI such as reasoning models. Meta even reportedly is delaying its latest mega-model after it didn’t show enough improvement, and it’s not alone. But they all still expect a big payoff from the continuing stream of new models from Google DeepMind, OpenAI and more, and from AI services — some, such as Box’s and Boomi’s, providing crucial deeper links to enterprise data and processes.
For now, many AI and data companies are still raking in big rounds, such as Perplexity and AI21 Labs, along with Anthropic closing a $2 billion debt facility — honestly it’s kind of exhausting, as you can see below. And they’re spending that cash, such as Databricks buying Neon for $1 billion. Then there’s Saudi Arabia’s big multibillion-dollar AI play, Humain, with Nvidia, AMD and Amazon feeding at the Mideast trough. But not everyone’s making bank — Cohere’s revenue reportedly came in very low — so you have to think investors are going to start getting pickier at some point.
Check out the full article https://siliconangle.com/2025/05/16/ai-leaders-stare-limits-keep-spending-big/
People mentioned in this podcast:
Donald Trump, 45th and 47th president of the United States of America
Rob Strechay, managing director + principal analyst cloud native, data platforms, infrastructure, observability at theCUBE Research
Tim Cook, CEO of Apple
Andy Jassy, president and CEO of Amazon
Jeetu Patel, EVP and CPO of Cisco Systems
Chuck Robbins, chair and CEO of Cisco
Rob Thomas, SVP, software and CCO of IBM
Teresa Carlson, president of General Catalyst Institute
Scott Mullins, managing director and GM for worldwide financial services at AWS
Michael Dell, chairman and CEO of Dell Technologies
Jennifer Davis, SVP of corporate affairs at Dell Technologies
Pat Gelsinger, former CEO of Intel
John Roese, global CTO of products and operations at Dell Technologies
Sam Grocott, SVP for product marketing at Dell Technologies
Jeff Clarke, COO and vice chairman of Dell Technologies
Yvonne McGill, CFO of Dell Technologies
Caitlin Gordon, VP of product management at Dell Technologies
Gil Shneorson, SVP for edge computing offers, strategy & execution at Dell Technologies
Charlie Kawwas, president of Broadcom
Paul Nashawaty, principal analyst, application development and modernization, cloud native at theCUBE Research
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends
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