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  "created_at": "2026-10-22T13:00:15.854Z",
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  "title": "AI just shifted from tool to production capacity",
  "description": "Cognition's president on why the market is exploding—and why companies treating AI as infrastructure, not software, are winning. Save this for your infrastructure planning.",
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    "transcript": "Jeff Wang is the president of New Enterprise at Cognition, a fast-growing company pioneering the shift from AI to a productivity tool to production capacity. \n\nVery well-regarded company in the AI factory space as well as Building the kind of systems that are going to provide faster intelligence, lower cost, higher value. \n\nJeff, thanks for coming on theCUBE. Appreciate it. Yeah, thanks for having me. It's also very noisy here. There's people shouting behind us. Stock market's up. NVIDIA has it in GTC. \n\nThis is the option floor. They're making big trades. Green on the board. Good day on Wall Street. Hopefully the audio is coming in clear, but thank you for having me. \n\nAudio is fine. We got it all tuned in. Well, I mean, that brings up the point. The market is exploding on the AI infrastructure side.",
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    "summary": "Cognition's president on why the market is exploding—and why companies treating AI as infrastructure, not software, are winning. Save this for your infrastructure planning.",
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        "label": "Bridging Silicon Valley and Wall Street: The Future of AI",
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