Blockchain technology meets AI in enterprise – News

Blockchain technology is colliding with artificial intelligence in ways that are rapidly reshaping the future of enterprise infrastructure.

This convergence is accelerating innovation across cloud, cybersecurity and decentralized systems — forcing organizations to rethink how they build, scale and secure their infrastructure in a landscape defined by speed, complexity and continuous disruption.

On the latest episode of theCUBE Podcast, theCUBE’s John Furrier (pictured, right) and Dave Vellante (left) unpacked the implications of this shift — from the rise of AI-native operating systems to the mounting pressure on legacy blockchain platforms. As strategic fault lines emerge, they explore how leaders are navigating real-time decisions around architecture, investment and innovation.

“We are in a super cycle of computer science revolution,” Furrier said. “Everything is being flipped upside down. You’re going to see a lot of cool cultural shifting going on, impact investing, tech for good.”

AI infrastructure challenges homogeneity in enterprise stacks

As enterprise workloads become more AI-driven, there is growing resistance to monolithic, homogeneous infrastructure models. Analysts and technologists are questioning the long-term viability of uniform stacks, especially given the performance requirements and architectural diversity needed to support modern AI applications, according to Furrier and Vellante. The sentiment is clear: Flexibility and specialization will define the next era of computing, not one-size-fits-all platforms.

“I don’t think that the positioning of homogeneous stacks will fly — they use that word a couple of times in some of the analyst sessions,” Furrier said in reference to the recent Nvidia GTC event. “I think you can have homogeneity in certain parts of the stack, but heterogeneous is a world.”

The broader context includes Nvidia’s bold moves around Spectrum-X, its Ethernet-based networking solution designed to handle AI-scale workloads and the emergence of operating system-like abstractions for AI, such as Dynamo. These developments point to a maturing view of infrastructure that integrates purpose-built hardware, next-gen networking and AI-centric software ecosystems.

“Dynamo really was the first time I’ve heard anyone ever say there’s an operating system for AI,” Furrier added. “I’ve been waiting for that moment for a long time and waiting to say, ‘What do you run on a Dell AI factory?’”

The implication is that AI is not just another workload to optimize for — it’s the new foundation. That means legacy assumptions around stack architecture are being actively rewritten by both cloud giants and infrastructure providers alike. Nvidia, for example, is positioning itself not just as a chipmaker, but as the core platform on which AI applications will run — potentially creating a new kind of software lock-in if the industry isn’t careful, according to Vellante.

“Nvidia even further solidified its moat and created this whole new vector around robotics,” he said. “Next week, we’ve got the robotics show here at NYSE. Talk about trillion-dollar markets, robotics is everything, everything physical. They’ve got a stack for robotics and AI stack for robotics. I think that’s going to be really amazing to watch unfold.”

Ethereum under pressure as Solana races ahead in blockchain technology

The blockchain world is experiencing its own reckoning. While Ethereum once stood unchallenged as the dominant on-chain ecosystem, its high fees and slower transaction speeds are increasingly out of step with market needs. In contrast, Solana’s efficient architecture and low-cost model are winning over developers and payment-focused applications.

“If you look at the price action in Ethereum, it broke … a 10-year cycle, where every time bitcoin hit a new high, Ethereum would hit a new high. It didn’t this last cycle,” Vellante said. “It couldn’t get back to its previous highs. That’s a signal that investors aren’t as enthusiastic about it.

This performance gap isn’t just a matter of engineering — it affects adoption, business models and accessibility. Small transactions simply “make zero sense” on Ethereum at current gas prices, which limits its use as a general-purpose payment platform, Furrier noted. Solana, bolstered by growing partnerships like Stripe, is gaining real-world traction by offering speed and affordability.

“All the AI infrastructure work that’s being retooled is actually in line as a distributed computing paradigm with decentralization,” Furrier said. “Decentralized infrastructure like blockchain fits beautifully into the paradigm of AI.”

That convergence between AI and decentralized technologies was a recurring theme. As AI workloads become more distributed, many of the same design philosophies that power blockchain — resilience, decentralization and interoperability — are finding new relevance. This alignment could push both ecosystems forward, especially in emerging fields such as AI governance, decentralized inference and blockchain-based model verification, according to Furrier and Vellante.

Upcoming on theCUBE: AI, crypto and community converge

Looking ahead, theCUBE is preparing for a high-impact season of events, with a strong focus on crypto and AI leadership. With names such as Michael Saylor, David Sacks and Trump Jr. expected at future sessions, theCUBE is positioning itself at the intersection of finance, policy and next-generation technology. The New York Stock Exchange is increasingly being viewed not just as a symbol of legacy finance, but as a potential hub for crypto legitimacy, according to Furrier.

“It looks like the NYSE is going to be the crypto exchange,” he said. “All the crypto guys are excited about the NYSE. It’s prestigious, it’s a monument to capitalism. With the efficiencies in blockchain, NYSE is being viewed as the crypto exchange because of the prestige, the capital and just all the action around it.”

Furrier and Vellante also teased upcoming cybersecurity, AI in financial services and other tech content out of theCUBE’s Palo Alto and New York studios. There is a clear call to action for technologists and founders to think not just about tools, but about the culture, ecosystems and policies shaping the next wave of infrastructure, according to theCUBE analysts.

“We’ve got a lot of action. We’ve got KubeCon in London. That’s the EU version going on. We’ll be on-site interviews there, cloud-native again. We’ll hear a lot of AI there. Next week, we’re doing a robotics and AI week here at NYSE Wired,” Furrier added.

Watch the full podcast below to find out why these industry pros were mentioned:

Jensen Huang, president, co-founder and CEO of Nvidia
Mary Camarata, SVP marketing and communications at Holistic AI
Michael Dell, chairman and CEO of Dell Technologies
Antonio Neri, president and CEO of HPE
Jim Cramer, American TV personality and author
Kevin Deierling, SVP networking at Nvidia
David Floyer, analyst emeritus at theCUBE Research
Larry Ellison, chairman of the board and CTO of Oracle
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology, at NYSE
Nikesh Arora, chairman and CEO of Palo Alto Networks
Ori Goshen, co-founder and co-CEO of AI21 Labs
Donald Trump, 47th president of the United States of America
Rob Hof, editor-in-chief at News Media
Merritt Maxim, vice president and research director at Forrester Research
Sundar Pichai, CEO of Google
Charlie Kawwas, president of Broadcom
Jas Tremblay, general manager, data center solution group, at Broadcom
Ray Wang, principal analyst, founder and chairman of Constellation Research
Elizabeth Zaborowska, founder and CEO of Bhava Communications
Amber Winans, managing principal at Bhava Communications
Anshul Sadana, founder and CEO of Nexthop AI
Elon Musk, CEO of Tesla, co-founder of Neutralink and founder of SpaceX
Ken Olsen, co-founder of Digital Equipment Corporation
Donald Trump Jr., EVP at The Trump Organization
Michael Saylor, founder and executive chairman of MicroStrategy
Steve Jobs, co-founder and former CEO and chairman of Apple
Elliott Donnelley, chair of Forward Global
Suz Mac Cormac, partner, Morrison and Foerster
Eric Schmidt, former CEO and chairman of Google
Wendy Schmidt, American businesswoman and philanthropist

Here’s the full theCUBE Pod episode:

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