John Furrier and Dave Vellante discuss why the death of software is a myth on the latest episode of theCUBE Pod.AI play_arrow

    On theCUBE Pod: Investors panic at AI’s impact on SaaS companies, infrastructure spend keeps rising and OpenAI considers ads for ChatGPT

    Will artificial intelligence be the death of software? Investors seem to think so. This week, fears over whether or not AI is an existential threat to software-as-a-service companies were felt across the stock market. Industry experts view the stock dip as an overreaction to the natural evolution of software. “Wall ...

    BY DEVONY HOF - 3 HOURS AGO

    AI

    On theCUBE Pod: Investors panic at AI’s impact on SaaS companies, infrastructure spend keeps rising and OpenAI considers ads for ChatGPT

    BY DEVONY HOF - 3 HOURS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      CLOUD

      Cloud earnings bring capex clarity, concern and confusion

      This winter’s 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, these four firms will spend more than $615 billion in capex this year, an increase of approximately 70% over what was already considered an inflated ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 1 DAY AGO

      CLOUD

      Cloud earnings bring capex clarity, concern and confusion

      BREAKING ANALYSIS BY DAVE VELLANTE - 1 DAY AGO

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