AI factories move out- Why the edge becomes hyperconverged

About this episode

Dave Vellante discusses the shift of AI factories to the edge and the implications of hyperconvergence with John Furrier.

Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona in Barcelona, Spain for this weeks Breaking Analysis

People in this episode

Host: Dave Vellante

Guest: John Furrier

Topics covered

• AI
• edge computing
• hyperconvergence

Keywords

• MWC 26
• Barcelona
• technology trends

Mentioned in this episode

Places: Barcelona, Spain

More episodes of Breaking Analysis with Dave Vellante

• Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend · June 6, 2026 · 58 min
• Personal Agents Light the Fuse In the Age of Data Intelligence · June 1, 2026 · 56 min
• How AI Stacks are Rewriting the Rules of Business · May 23, 2026 · 1h 1m
• Nvidia, AI factories and the transition to accelerated computing · May 9, 2026 · 1h 5m
• Google’s Agent Platform Takes Pole Position but Work Remains · April 25, 2026 · 45 min
• As AI Powers Google, What’s Next for Google Cloud · April 18, 2026 · 29 min