Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
321 episodes
Beyond Shared Responsibility: When AI Acts, Who Owns the Blast Radius?
The cloud shared responsibility model was initially not well understood by many customers. In fact, early adopters often believed that simply having data in the cloud meant that Amazon, or a SaaS vendor were responsible for safeguarding it. ...
CrowdStrike’s Post-Mythos Surge: Moat, Momentum and the Blast-Radius Test
Breaking Analysis with Dave Vellante
From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics?
Breaking Analysis with Dave Vellante and Amit Eyal Govrin
Did Jensen just make the AI buildout too big to fail?
Breaking Analysis with Dave Vellante.
Forecasting the AI Bubble
We get a lot of questions about whether we're in a bubble & if so when will it burst. Many feel that "Bubble" is a pejorative. I see it differently. To me a bubble is an economic event where asset prices & valuations in a new or growing...
AMD's Next Reinvention — A New Playbook for the AI Era
AMD's first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine it.The company's resurgence over the past decade came from doing what many thought was impossible: rebuilding its CP...
Forget AGI…The Prize is Enterprise AGI
Breaking Analysis with Dave Vellante and George Gilbert
Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend
Agentic AI is being misread as a series of separate battles - e.g. Snowflake vs. Databricks, copilots vs. agents, model makers vs. app vendors, etc. We think the real story is that the biggest opportunity in software is converging around who ow...
Personal Agents Light the Fuse In the Age of Data Intelligence
Breaking Analysis with Dave Vellante and George Gilbert
Nvidia, AI factories and the transition to accelerated computing
Breaking Analysis with Dave Vellante
Google’s Agent Platform Takes Pole Position but Work Remains
Breaking Analysis with Dave Vellante and George Gilbert
As AI Powers Google, What’s Next for Google Cloud
The agentic era is forcing a reset in enterprise architecture. Agents taking action go far beyond just analyzing data living in lakehouses. Agents acting on behalf of humans, continuously, at machine scale bring new architectural requirements t...
The Agentic Gap: Vendors Sprint, Enterprises Crawl
Geopolitical dislocations are ripping through the stock market and are filtering down to IT budgets in the form of increased uncertainty. It seems that every quarter of budget optimism is followed with some external event that causes organiz...
RSAC 2026 preview: AI hype meets operating model reality
We know that RSAC 2026 will be an AI-heavy show. While we are going to hear the “AI will change everything” narrative, our premise is that security leaders are being asked to operationalize AI in an environment where complexity is rising fas...
AI factories move out- Why the edge becomes hyperconverged
Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelonain Barcelona, Spain for this weeks Breaking Analysis
Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds
theCUBE Research 2026 Predictions: The year of enterprise ROI
Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe Bertrand...
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...
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.
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...
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...
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...
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 ...