
Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
273 episodes
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...
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Season 1
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Episode 274
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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...
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Season 1
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Episode 273
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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...
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Season 1
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Episode 272
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29:19

Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics
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Season 1
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Episode 271
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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...
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Season 1
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Episode 269
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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 ...
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Season 1
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Episode 267
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42:05

266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand
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Season 1
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Episode 266
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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...
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Season 1
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Episode 264
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46:09

Data Renaissance, Agents, LAMs, SAMs & AI Threats
In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the...
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Season 1
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Episode 262
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1:15:47

Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business
This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry ...
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Season 1
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Episode 259
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17:37

How IBM and Palo Alto Networks Team to Combat Cyber Threats
In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better understand how industry collaboration can improve cyber defenses and modernize security opera...
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46:58

What Microsoft's Financial Disclosures Reveal About Azure's Market Position
In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on ...
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14:12
