After a holiday break, it was full steam ahead in 2025 for theCUBE, with events such as the CES consumer electronics show in Las Vegas kicking off the calendar.
The developments at CES, as well as Nvidia AI infrastructure dominance, were key areas of interest for theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) to discuss on the latest episode of the CUBE Podcast.
CES 2025 showcased the usual lineup of smart homes, smart cars and gadgets, but this year stood out as AI advancements began turning innovations into realities. Consumer electronics will increasingly be powered by chips from Broadcom Inc., Qualcomm Technologies Inc. and Advanced Micro Devices Inc., positioning all these players as key winners in the market, according to Furrier.
“Even Intel has a place here. I think CES is going to be a show that’s actually going to be back on the roster for us because of that impact of the cloud back-ends,” Furrier said. …