Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
297 episodes
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
Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage
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Season 1
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Episode 281
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55:11
Snowflake & Databricks Cross the Rubicon into a New Competitive Domain
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Season 1
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Episode 279
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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...
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Season 1
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Episode 276
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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...
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Season 1
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Episode 274
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34:59