Breaking Analysis with Dave Vellante
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Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
- Nvidia, AI factories and the transition to accelerated computing
Breaking Analysis with Dave Vellante
- Google’s Agent Platform Takes Pole Position but Work Remains
Breaking Analysis with Dave Vellante and George Gilbert
- As AI Powers Google, What’s Next for Google Cloud
The agentic era is forcing a reset in enterprise architecture. Agents taking action go far beyond just analyzing data living in lakehouses. Agents acting on behalf of humans, continuously, at machine scale bring new architectural requireme…
- The Agentic Gap: Vendors Sprint, Enterprises Crawl
Geopolitical dislocations are ripping through the stock market and are filtering down to IT budgets in the form of increased uncertainty. It seems that every quarter of budget optimism is followed with some external event that causes organ…
- RSAC 2026 preview: AI hype meets operating model reality
We know that RSAC 2026 will be an AI-heavy show. While we are going to hear the “AI will change everything” narrative, our premise is that security leaders are being asked to operationalize AI in an environment where complexity is rising f…
- AI factories move out- Why the edge becomes hyperconverged
Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona in Barcelona, Spain for this weeks Breaking Analysis
- Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds
- theCUBE Research 2026 Predictions: The year of enterprise ROI
Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte , Sam Weston, Scott Hebner and Christophe Bertrand share our predictions for 2026 and beyond.
- Cloud earnings bring clarity, concern and confusion
In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particu…
- Investors Fret as CAPEX & Azure Growth Decouple
In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings print and explain why in our view, the street’s negative reaction misses the bigger picture.
- Enterprise Technology Predictions 2026
The predictions in this episode are the result of a collaboration between theCUBE Research and Enterprise Technology Research (ETR) . We base our predictions on market insights from theCUBE Research and the proprietary market intelligence…
- 2026 Data Predictions: Scaling Agents via Contextual Intelligence
Welcome to the third inning of the modern AI era and welcome to this week's theCUBE Research Insights, powered by ETR. In this special Breaking Analysis we assess the shift from the shock of “what is this Gen AI thing?” to “how do we make…
- Nvidia Resets the Economics of AI Factories, Again
At CES 2026, Jensen Huang once again reset the economics of AI factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware an…
- Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI
In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset th…
- Grading our 2025 Enterprise Technology Predictions
Breaking Analysis with Dave Vellante
- Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
- Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a sig…
- Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
- AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
- Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
- Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
- Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
- From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante
- Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics
Breaking Analysis with Dave Vellante
- Cyber is Your #1 Risk and You’re Likely Unprepared
Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand
- Decoding Trump’s Intel Pivot
Breaking Analysis with Dave Vellante
- Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution
nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedde…
- How Jamie Dimon Becomes Sam Altman's Biggest Competitor
- Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog
- Tech Spending Remains Persistently Uncertain
- Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny
- Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage
- Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics
- Snowflake & Databricks Cross the Rubicon into a New Competitive Domain
- Despite AI Momentum, Tech Spending Faces Continued Uncertainty
- How Dell Is Riding the AI Wave While Serving Its Massive Installed Base
- Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler
The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven a…
- Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter
- RSAC Highlights Security Markets in Transition
As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platfor…
- The Long Road to Agentic AI – Hype vs. Enterprise Reality
At last week’s AI Agent Builder Summit , hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold visi…
- Google’s Cloud Play — Integrated AI Across Infrastructure to Apps
00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape 02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position 04:48 - Analyzing Cloud Services: Insights from the ETR Survey 08:53 - Google's Growth in…
- Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics
- Security Do-Over…How Palo Alto Networks Sees the Reset
- The New Age of Analyst Relations in Tech
00:00 - Intro 00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations 03:01 - Engaging with Modern Analysts and Influencers 05:13 - Navigating Trust and Innovation in the Tech Landscape 09:00 - Exploration of Collabora…
- Broadcom Momentum Brings Renewed Investor Enthusiasm
- Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future
00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution 05:06 - From Web 2.0 to Enterprise 3.0 15:12 - Harmonized Source of Truth 22:41 - Microsoft's Agentic Ambitions 31:23 - Sales…
- 266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand
- Investors Cool on Cloud as CEOs Double Down
- theCUBE Research Predictions 2025
In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts: Bob Laliberte, who covers networking, Scott Heb…
- Enterprise Technology Predictions 2025