116. Nvidia’s Mission to Rebuild the US Tech Stack, Telecom’s Comeback, Cloud’s Biggest Quarter!

Nvidia’s big moves take center stage in the latest episode of theCUBE Pod, where co-hosts John Furrier and Dave Vellante break down the company’s vision from the floor of the New York Stock Exchange. From AI factories to telecom reinvention, the conversation captures the pulse of enterprise technology’s next leap forward.

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Furrier dives into CEO Jensen Huang’s ambitious plan to expand the U.S. AI tech stack globally. With insights from theCUBE Research and key voices such as Chris Wright, Vellante explores how Nvidia’s approach to data-driven innovation and cloud partnerships is shaping a new era of intelligent infrastructure and operational agility.

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Together, they unpack the growing collaboration among Nvidia, Microsoft, Google and Dell — and why co-designing AI frameworks could define the next industrial revolution. As the hosts point out, Nvidia’s energy-efficient AI factories aren’t just powering data centers; they’re redefining how nations compete and how innovation sustains itself in a connected, global economy.

Read more https://siliconangle.com/2025/11/03/n...

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/

00:00 - Tech Trends and Influential Figures: Navigating AI, Crypto and Presentation Excellence
03:57 - Revitalizing American Industry: The Synergy of AI and Manufacturing
06:17 - Nvidia's Expansive Impact: Leading Innovation Across Sectors and Empowering Global AI Development
10:44 - Navigating the Energy-AI Nexus: Implications and Policy Pathways
14:34 - Revolutionizing Telecom: Nvidia's Role in 6G Innovation and Industry Transformation
23:16 - Revolutionizing Industries: The Power of AI Factories with Nvidia
36:31 - Fortifying the Cloud: Overcoming Outages and Building Resilient Architectures in Leading Services
47:06 - Optimizing Enterprise Workflows: Leveraging AI for Data Management and Growth
50:28 - Empowering Data-Driven Enterprises: The Impact of Palantir and Future Horizons

This Week In Enterprise:

Rising AI tide lifts all cloud boats, but investors get more choosy

Nvidia dominated headlines in Washington, D.C., flexing its AI chip leadership with support from HPE, Nokia and Samsung, which is building an AI Megafactory. Its $5 trillion valuation and CEO Jensen Huang’s dismissal of bubble fears set the tone for a week where AI lifted Alphabet, Amazon and Microsoft — even as layoffs, spending and competition kept investors on edge.

Check out the full article https://siliconangle.com/2025/10/31/a...

Watch the full podcast to find out why these industry pros were mentioned:
Jensen Huang, founder and CEO of Nvidia
Donald Trump, 45th and 47th president of the United States of America
Chase Lochmilller, CEO and co-founder of Crusoe Energy Systems
Steve Ballmer, former CEO and president of Microsoft, founder of USAFacts
Chris Wright, United States Secretary of Energy
David Sacks, White House AI and crypto czar
Joe Biden, 46th president of the United States of America
Jeremy Burton, CEO of Observe
Andy Jassy, president and CEO of Amazon
Brad Gerstner, founder and CEO at Altimeter Capital
George Gilbert, principal analyst at theCUBE Research

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