On theCUBE Pod: IBM Think goes AI first and Musk buries the hatchet with Anthropic
IBM Think saw Big Blue grab its place in the artificial intelligence spotlight. In a week full of notable, and surprising, AI news, IBM Think saw CEO Arvind Krishna emphasize AI as the operating model of the future while positioning IBM’s platform as a control plane for AI and quantum infrastructure. The rise of the […] The post On theCUBE Pod: IBM Think goes AI first and Musk buries the hatchet with Anthropic appeared first on SiliconANGLE.
Key Takeaways
- On the latest episode of theCUBE Pod, Dave Vellante and John Furrier discuss insights from IBM Think and the SpaceX deal with Anthropic.
UPDATED 10:55 EDT / MAY 11 2026 AI On theCUBE Pod: IBM Think goes AI first and Musk buries the hatchet with Anthropic by Devony Hof SHARE IBM Think saw Big Blue grab its place in the artificial intelligence spotlight .
- Driving around town is great, but you get on the freeway, you don't know what you're doing.
" On the latest episode of theCUBE Pod , Furrier and Dave Vellante (right), chief analyst at theCUBE Research, discussed insights from IBM Think.
- I would have advised Arvind to go in and flex hard on why Red Hat was a good bet and use that as a stepping stone to point to what they're doing today.
That would have given a lot more confidence to the already enthusiastic market.
- But maybe they don't feel comfortable leading with that integrated stack story like Oracle does, like clearly Nvidia does, like Google did.
" Krishna also focused on the future of infrastructure - and that involves quantum.
- The deal aligns with theCUBE Research's analysis that compute capacity will be the biggest constraint on the AI era.
On the latest episode of theCUBE Pod, Dave Vellante and John Furrier discuss insights from IBM Think and the SpaceX deal with Anthropic. UPDATED 10:55 EDT / MAY 11 2026 AI On theCUBE Pod: IBM Think goes AI first and Musk buries the hatchet with Anthropic by Devony Hof SHARE IBM Think saw Big Blue grab its place in the artificial intelligence spotlight . In a week full of notable, and surprising , AI news, IBM Think saw CEO Arvind Krishna emphasize AI as the operating model of the future while positioning IBM's platform as a control plane for AI and quantum infrastructure .
The rise of the AI operating model has led to a new persona: the AI builder, an employee with perhaps a business or analytics background who can prompt AI models to accomplish certain business tasks. The new state of enterprise is comparable to a teenager driving their first car, according to John Furrier (pictured left), executive analyst at theCUBE Research. "Everyone's getting their driver's license at 16 years old and getting keys to their parents' cars, and they're driving around town with their AI," Furrier said.
"What we're seeing today in this market is 16-year-olds driving the car, and they're drinking. Screw the rules; blow the stop sign. Driving around town is great, but you get on the freeway, you don't know what you're doing.
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