On theCUBE Pod: AI factories, custom silicon deals and the race for infrastructure scale

John Furrier, executive analyst at theCUBE Research, and Dave Vellante, chief analyst at theCUBE Research, talk about AI factories on theCUBE Pod.
Artificial intelligence is no longer just a software story — it is the foundation for AI factories, where chips, data pipelines and networks work together as production systems for digital outcomes. This emerging model is redefining how performance is measured and how value is created across industries. These AI factories combine custom semiconductors, low-latency fabrics […]

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