PODCAST · technology
Breaking Analysis with Dave Vellante
by SiliconANGLE
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
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Micron’s memory boom Is cyclicality ending
In Breaking Analysis 322, we shared with you that our forecast of a $1T silicon business arrived 2 years earlier than we had forecast. The reason for our twenty-four month miss was the bottleneck had moved from GPUs to memory. Micron gave us a remarkable datapoint in its FY Q3: DRAM prices rose…
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ServiceNow AI Control Tower: Selling a Penthouse While Building the Frame
ServiceNow is making one of the more consequential and visible bets in enterprise AI. The company says AI Control Tower can discover and govern any agent, work across models and clouds, track cost and value, and shut down behavior that violates policy. That sales pitch plays directly to...
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The AI control gap - who gets to say 'it's safe?'
In this week’s episode, we explore the AI control gap and the starting point for addressing AI safety, namely alignment. We question prevailing narratives and propose a public policy regime that has more teeth than what has been put forth thus far.
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CoreWeave’s next test: From GPU scarcity to a durable AI cloud
Ahead of CoreWeave’s Fully Connected conference, we have made a notable investment in proprietary customer research with Qualitate. Rather than simply repeat the earnings call, we went to the people evaluating, buying and running the infrastructure. This analysis draws on thirteen in-depth...
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Salesforce After Dreamforce - How $CRM can grow beyond its own interface
Salesforce’s next growth opportunity may come from customers spending less time in its interface—and having agents do more of the work. Coming out of Dreamforce 2026, we believe that is the shift worth exploring. The progression from command lines to graphical interfaces, browsers and mobile is...
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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. Amazon had to educate its customers and partners that...
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CrowdStrike’s Post-Mythos Surge: Moat, Momentum and the Blast-Radius Test
Breaking Analysis with Dave Vellante
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From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics?
Breaking Analysis with Dave Vellante and Amit Eyal Govrin
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Did Jensen just make the AI buildout too big to fail?
Breaking Analysis with Dave Vellante.
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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 market rise far above their current value. Bubbles are...
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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 CPU franchise, taking meaningful share from Intel, and restoring...
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Forget AGI…The Prize is Enterprise AGI
Breaking Analysis with Dave Vellante and George Gilbert
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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 owns the new intelligent client and the AI back end…
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Personal Agents Light the Fuse In the Age of Data Intelligence
Breaking Analysis with Dave Vellante and George Gilbert
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Nvidia, AI factories and the transition to accelerated computing
Breaking Analysis with Dave Vellante
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Google’s Agent Platform Takes Pole Position but Work Remains
Breaking Analysis with Dave Vellante and George Gilbert
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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 to the enterprise. The so-called “modern data stack”…
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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 organizations to tighten their belts. Specifically, we’ve seen...
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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 faster than control. Organizations are still struggling to...
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AI factories move out- Why the edge becomes hyperconverged
Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona in Barcelona, Spain for this weeks Breaking Analysis
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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 share our predictions for 2026 and beyond.
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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 particular, while operators are understandably focused on…
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Investors Fret as CAPEX & Azure Growth Decouple
In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings print and explain why in our view, the street’s negative reaction misses the bigger picture.
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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 Research and the proprietary market intelligence from ETR’s Technology Spending Intentions Survey (TSIS) and...
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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 work for us?” And how can we get agents to reliably…
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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 software standard for the next generation of computing.…
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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 narrative. We’ll also look at the economics of search,...
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Grading our 2025 Enterprise Technology Predictions
Breaking Analysis with Dave Vellante
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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 a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.
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Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
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AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
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Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
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Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
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Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
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From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante
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Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics
Breaking Analysis with Dave Vellante
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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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Decoding Trump’s Intel Pivot
Breaking Analysis with Dave Vellante
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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 in the revised Azure definition - great for headlines…
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ABOUT THIS SHOW
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
HOSTED BY
SiliconANGLE
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How many episodes does Breaking Analysis with Dave Vellante have?
Breaking Analysis with Dave Vellante currently has 325 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
How often does Breaking Analysis with Dave Vellante release new episodes?
Breaking Analysis with Dave Vellante publishes regularly with 325 episodes available. Check the episode list for the typical release schedule.
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Breaking Analysis with Dave Vellante is created and hosted by SiliconANGLE.
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