Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
311 episodes
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 ...
Grading our 2025 Enterprise Technology Predictions
Breaking Analysis with Dave Vellante
Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
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...
Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante