Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
287 episodes
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
•
Season 1
•
Episode 288
•
41:46
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 embedded ...
•
Season 1
•
Episode 286
•
36:31
Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog
•
Season 1
•
Episode 284
•
38:01
Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage
•
Season 1
•
Episode 281
•
55:11
Snowflake & Databricks Cross the Rubicon into a New Competitive Domain
•
Season 1
•
Episode 279
•
57:59
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 agents...
•
Season 1
•
Episode 276
•
50:16
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 platform con...
•
Season 1
•
Episode 274
•
34:59
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 v...
•
Season 1
•
Episode 273
•
25:34
Google’s Cloud Play — Integrated AI Across Infrastructure to Apps
00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position04:48 - Analyzing Cloud Services: Insights from the ETR Survey08:53 - Google's Growt...
•
Season 1
•
Episode 272
•
29:19
Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics
•
Season 1
•
Episode 271
•
50:32
The New Age of Analyst Relations in Tech
00:00 - Intro00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations03:01 - Engaging with Modern Analysts and Influencers05:13 - Navigating Trust and Innovation in the Tech Landscape09:00 - Exploration of Co...
•
Season 1
•
Episode 269
•
41:33
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 Evolution05:06 - From Web 2.0 to Enterprise 3.015:12 - Harmonized Source of Truth22:41 - Microsoft's Agentic Ambitions31:23 ...
•
Season 1
•
Episode 267
•
42:05
266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand
•
Season 1
•
Episode 266
•
24:09
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 H...
•
Season 1
•
Episode 264
•
46:09