On theCUBE Pod: AI Factories, Custom Silicon Deals And The Race For Infrastructure Scale
siliconANGLE, Monday, September 8th, 2025
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 and massive data instrumentation into real-time feedback loops that generate competitive advantage. They are reshaping business models as chipmakers secure long-term custom contracts and enterprises harness telemetry to transform traditional experiences into living, digital ecosystems. The economics of compute now rival the economics of manufacturing.
This framing sets the stage for the latest episode of theCUBE Pod with theCUBE Research's John Furrier (pictured, left) and Dave Vellante (right), who explored how Broadcom Inc., Nvidia Corp. and IBM Corp. are navigating this shift. Their conversation ranged from real-time analytics at the U.S. Open to the rise of custom silicon deals and the broader race to scale AI-powered infrastructure.