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

In episode 116 of theCUBEPod, John Furrier and Dave Vellante discuss NVIDIA's recent event in D.C., highlighting Jensen Huang's presentation and its implications for AI, American technology, and energy policy. They analyze NVIDIA's partnerships, including its collaboration with Nokia to advance 6G, and explore the concept of AI factories at the edge. The conversation shifts to the cloud landscape, with a focus on Amazon, Microsoft, and Google's earnings and capital expenditures, and the potential for government involvement in funding AI infrastructure. They also touch on the importance of data and workflows in AI implementation, the role of companies like Palantir, and the need for business resilience in the face of cloud outages.