118. Jensen Visits theCUBE, re:Invent Ramblings, OpenAI in Trouble?

In this episode of theCUBE pod, John Furrier and Dave Vellante discuss key highlights from AWS reInvent, including exclusive interviews with top executives and the unveiling of new AI infrastructure and agent technologies. They analyze Jensen Huang's views on AI factories and manufacturing intelligence, and debate the implications of AI on job displacement, referencing NVIDIA's success and potential competition. The conversation shifts to industry news, including Netflix's potential acquisition of Warner Brothers, the New York Times' lawsuit against Perplexity, and the evolving landscape of AI models and journalism. They also explore the potential impact of China's influence on TSMC and the semiconductor industry, and discuss Salesforce's AgentForce 360 integration with AWS.