115. Benioff's Two Step, OpenAI's Peanut Butter Chips Strategy, Future of AI Factories
In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down the top stories shaping enterprise tech. From Marc Benioff’s controversial remarks to OpenAI’s expanding partnerships with Nvidia and Broadcom, they reveal what’s truly driving AI strategy across the industry.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFurrier and Vellante examine how AI is transforming enterprise infrastructure, spotlighting Oracle’s data platform strategy and OpenAI’s growing ecosystem. Combining data-driven analysis from theCUBE Research with real-world insights, they reveal how cloud, compute and capital are converging to define the architecture of today’s fast-evolving AI economy.Find more SiliconANGLE news and analysis https://siliconangle.com/Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/Learn about the latest theCUBE events https://www.thecube.net/The conversation dives into the high-stakes world of AI investments, crypto’s resurgence and the rapid ascent of “AI factories” as innovation powerhouses. With Furrier and Vellante’s insight and unfiltered analysis, it reveals how technology, business and strategy are colliding to reshape the future of the AI economy.Read more: https://siliconangle.com/2025/10/20/salesforce-openai-agentic-ai-thecubepod/Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/This Week In Enterprise:Mark Benioff pitches Salesforce’s agentic dreams as AI factories boom Third-quarter earnings kick off next week with SAP, IBM and Intel leading the charge. From AI factories to agentic infrastructure, enterprise tech is accelerating fast — with Nvidia, Salesforce and Oracle unveiling next-gen platforms as companies race to operationalize AI through automation, governance and resilient data systems across industries. Check out the full article https://siliconangle.com/2025/10/17/mark-benioff-pitches-salesforces-agentic-dreams-ai-factories-boom/Watch the full podcast to find out why these industry pros were mentioned:Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSELynn Martin, president at NYSE GroupJudy Khan Shaw, host, interviewer and producer at Intercontinental Exchange (ICE)Marc Benioff, chair and CEO of SalesforceDonald Trump, 45th and 47th president of the United States of AmericaLaurene Powell Jobs, American entrepreneur and business professionalCharlie Kawwas, president of BroadcomHock Tan, president and CEO of BroadcomSam Altman, co-founder and CEO of OpenAIGreg Brockman, president, chairman and co-founder of OpenAIJensen Huang, founder and CEO of NVIDIADylan Patel, founder of SemiAnalysisSarbjeet Johal, founder and CEO of StackpaneChris Lynch, executive chairman and CEO of AtScaleLarry Ellison, chairman of the board and CTO of OracleRob Strechay, principal analyst at theCUBE ResearchDavid Floyer, analyst emeritus at theCUBE ResearchElon Musk, CEO of Tesla Inc.Charles Fitzgerald, consultative strategist and investorGeorge Gilbert, principal analyst at theCUBE ResearchCrawford Del Prete, president of the IDCStacy Rasgon, managing director and senior analyst of U.S. semiconductors and semiconductor capital equipment at Bernstein ResearchTarkan Maner, CMO of NutanixDeborah Conrad, founding partner at MIXTAPE PartnersDiane Bryant, former head of Intel’s Data Center DivisionGemma Allen, theCUBE hostMichael Dell, chairman and CEO of Dell TechnologiesJuan Loaiza, EVP at Oracle#theCUBE #theCUBEPod #theCUBEresearch #AI #EnterpriseAI
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