In this episode of theCUBE, John Furrier and Dave Vellante discuss recent tech events, including Dell Technologies World and Computex, and the overarching trends in AI, infrastructure, and data management. They analyze NVIDIA's strategy, particularly the NVLink Fusion, and debate the openness of its ecosystem, while also highlighting the increasing investments in AI benchmarking and the ongoing competition between NVIDIA and Broadcom. The conversation shifts to the importance of data in AI, with a focus on the data harmonization layer, the role of databases, and the emergence of AI agents. They also discuss VAST Data's marketing strategies and its position in the AI data platform landscape, and touch on the changing dynamics of media and the impact of AI on content vetting and vendor claims. Finally, they explore the potential of micro-communities and the convergence of crypto and AI, emphasizing the need for enterprises to adopt on-prem AI solutions and the significance of token economics in the evolving tech landscape.
