What happens when you blend tech, money and impact — and toss in a little intuition for good measure? In this episode of theCUBE Pod, John Furrier teams up with special guest host Elliott Donnelley, chairman of Forward Global, for a thought-provoking conversation on how blockchain, AI and trust networks are rewriting the rules of investing and philanthropy.

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Donnelley shares stories from his family's legacy of innovation (think first-ever Yellow Pages) and how those values now fuel Forward Global’s mission to drive purpose-driven capital at scale. Together, Furrier and Donnelley spotlight a growing movement to break down silos, rethink financial systems and embrace a hopeful, human-centered approach in an era of rapid technological change.

Read more: siliconangle.com/2025/03/17/capital-convergence-te…

This Week in Enterprise:

Intel gets a new CEO, investors start to doubt AI will pay off — but agents are on fire

Intel finally got a new CEO this week: Lip-Bu Tan, a former board member and longtime CEO of chipmaking software veteran Cadence Design Systems.

By all accounts, he’s a capable leader, but former CEO Pat Gelsinger looked capable too. Turning around Intel is a huge undertaking, especially if, as Tan said this week, he aims to keep both Intel design and foundry units. Even if TSMC might be interested in a joint foundry venture — a big if — it would take a miracle to keep Intel whole.

Interest in artificial intelligence agents is exploding, judging from a number of new services this week — even if the reality is still limited. ServiceNow even provided agentic AI’s first exit, buying Moveworks.

Lightweight large language models are proliferating, this week from Google and Cohere. Given the cost of compute, that’s only likely to continue. So are more industry- or task-specific models besides code generation, such as Google’s Gemini models for robots and Moonvalley’s “copyright-clean” video model.

Still, investors are getting impatient with what they see as the slow pace of AI contributing to enterprise value, as UiPath and Adobe found out this week. Other enterprise names reported disappointing earnings or outlooks too, such as Oracle and Asana, though others such as Rubrik, PagerDuty and Docusign outperformed. Next week there’s a single tech earnings report: Micron.

But an even more nascent technology, quantum computing, is getting more investor interest even further ahead of the likely opportunity. It doesn’t hurt that one company, D-Wave, demonstrated what it says is the long-awaited quantum supremacy, though not everyone agrees.

Next week we’ll be covering one of the biggest events of the year, Nvidia GTC, in San Jose, where we’re likely to hear about new graphics processing units — hello, Vera Rubin — as well as networking and other technologies, even quantum, which is surprising given CEO Jensen Huang recently threw cold water on its near-term prospects.

Check out the full article: siliconangle.com/2025/03/14/intel-gets-new-ceo-inv…

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Watch the full lineup of theCUBE Pod:    • theCUBE Pod with John Furrier & Dave Vell…

People mentioned in this podcast:
Elliott Donnelley, chairman of the board of Forward Global
Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE
Lip-Bu Tan, CEO of Intel
Bill Tai, venture capitalist, athlete, adjunct professor
Dr. Ashby Monk, executive and research director for Stanford long-term investing at Stanford University
Lou Gehrig, former MLB first baseman
Govind Shivkumar, director of investments at Omidyar Network

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