Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Breaking Analysis with Dave Vellante
Latest 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 requirements t...
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 organiz...
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 fas...