Sarbjeet Johal on Open Source AI and Cloud Economics | theCUBE + NYSE Wired
Where is AI creating lasting value—and who is positioned to capture it? In this conversation from theCUBE + NYSE Wired: Mixture of Experts, StackPane founder Sarbjeet Johal joins John Furrier to explore the connections between open source, global AI adoption, and the economics of AI infrastructure.
Open source and the global AI economy
Johal discusses how open source and open-weight models can expand access to AI beyond the largest technology companies. The conversation considers NVIDIA’s role in the open source ecosystem, the opportunities for developing nations and local data centers, and the pressures automation places on systems integrators.
Coding agents are another focus. Johal connects their importance to the broader work of digitizing industries, including healthcare, transportation, and infrastructure.
The economics behind AI infrastructure
The discussion also examines neoclouds and the factors that shape their businesses: token output, operating costs, and power efficiency. Johal and Furrier explore how these considerations affect emerging infrastructure providers such as CoreWeave.
They round out the conversation with the competition for AI talent, differing paths to public markets, and the partnerships established software companies are using to respond to AI disruption.
Explore the conversation
- 02:02 — Open source and the future of software
- 05:35 — Open source and global development
- 07:49 — Cloud innovation and economics
- 11:03 — Valuations, strategy, and liquidity
- 13:07 — Technology strategy and market insights
Video published by SiliconANGLE theCUBE on September 1, 2026. Watch the original interview on YouTube.