Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
303 episodes
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 particula...
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Season 1
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Episode 306
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29:55
Investors Fret as CAPEX & Azure Growth Decouple
In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earningsprint and explain why in our view, the street’s negative reaction misses thebigger picture.
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Season 1
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Episode 304
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26:20
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 Rese...
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Season 1
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Episode 303
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40:17
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 it...
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Season 1
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Episode 302
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59:21
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 and sof...
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Season 1
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Episode 301
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48:12
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 the ...
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49:00
Grading our 2025 Enterprise Technology Predictions
Breaking Analysis with Dave Vellante
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Season 1
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Episode 299
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17:32
Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
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Season 1
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Episode 299
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1:05:50
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...
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Season 1
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Episode 298
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10:56
Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
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Season 1
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Episode 297
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47:44
AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
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Season 1
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Episode 296
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48:38
Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
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Season 1
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Episode 295
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33:31
Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
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Season 1
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Episode 293
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46:59
Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
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Season 1
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Episode 292
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33:29
From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante
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Season 1
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Episode 290
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17:32
Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics
Breaking Analysis with Dave Vellante
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Season 1
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Episode 289
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25:39
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
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Season 1
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Episode 288
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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 ...
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Season 1
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Episode 286
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36:31
Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog
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Season 1
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Episode 284
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38:01