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    On the latest episode of theCUBE, John Furrier and Dave Vellante discuss what the stock market fortells about AI's chances, as well as OpenAI's hunger for even more funds.AI play_arrow

    On theCUBE Pod: Stock market winners and losers, OpenAI’s unquenchable thirst for funds, and growing fears of an AI bubble

    The AI spending frenzy shows no signs of stopping in 2026, as OpenAI, Anthropic and Nvidia continue to gobble up funds. With NYSE media week coming up, everyone is watching to see if enterprise tech’s investments will pay off. Microsoft took a hit while IBM rose up 12%, and OpenAI ...


      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 ...