{
  "id": 14221417,
  "title": "On theCUBE Pod: AI doubters get loud, and IBM seeks competitive advantage",
  "url": "https://urgent.news/2026/10/13/on-thecube-pod-ai-doubters-get-loud-and-ibm-seeks-competitive",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-13T14:38:45.000Z",
  "source": {
    "name": "SiliconANGLE",
    "slug": "siliconangle",
    "url": "https://siliconangle.com/2026/10/13/ibm-ai-infrastructure-thecubepod/"
  },
  "original_language": "en",
  "account": "On theCUBE Pod, AI critics are gaining attention, but IBM aims to gain a competitive edge. Shares of Nvidia, CoreWeave, Oracle, and Nebius Group dropped after OpenAI revealed annualized net revenue of around $50 billion, about $20 billion less than previously reported. Despite public dissatisfaction with AI, AI researcher John Furrier believes the uproar will fade. Furrier, a CUBE Research executive analyst, states that AI is becoming a system with data centers as the new computer, and companies like Marvell, Broadcom, and others are developing chips for greater efficiency.\n\nOn the recent IBM Analyst Council, Furrier and Chief Analyst Dave Vellante discussed IBM's position in the AI era. Customers are investing in infrastructure and models before turning to IBM for implementing intelligence, presenting a challenge for the company as the AI market matures. Vellante emphasizes that the real competitive advantage stems from a company's proprietary data, processes, and operating model, not from models or Palantir. IBM's strategy involves a four-part architecture - agents, data, automation, and hybrid infrastructure - with an orchestration layer to integrate agents from different vendors. IBM is positioning itself as a provider of hybrid AI operating infrastructure for enterprise customers, leveraging Red Hat's open-source foundation. Vellurer believes IBM's success depends on its ability to provide a valuable abstraction control layer around open infrastructure through Red Hat. Marvell Technology targets revenues between $70 billion and $90 billion by 2031, driven by custom AI processors and optical networking. Marvell's partnership with Nvidia's NVLink Fusion highlights the company's commitment to the AI market. Furrier believes the AI market is not nearing a bubble, while Vellante thinks the breaking point will come later than many anticipate. As industries transition from training to inference, Marvell and neoclouds will benefit financially, with increased AI infrastructure spending.",
  "summary": "Americans have big concerns about artificial intelligence, but that hasn’t stopped OpenAI Inc., Nvidia Corp., IBM Corp. and others from charging ahead. Last week saw shares of Nvidia, CoreWeave Inc., Oracle Corp. and Nebius Group N.V. decline amid reports that OpenAI’s annualized net revenue was approximately $50 billion, roughly $20 billion below previously reported figures. […] The post On…",
  "key_points": [
    "AI critics gain attention, but IBM seeks competitive edge",
    "Nvidia, CoreWeave, Oracle, and Nebius Group stocks drop after OpenAI revenue disclosure",
    "IBM's strategy focuses on hybrid AI operating infrastructure with Red Hat"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}