
Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
264 episodes
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
