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Breaking Analysis with Dave Vellante, 327 episodes. Page 2 of 4.

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101

Adobe Summit highlights personalization at scale with Gen AI

102

NVIDIA, Broadcom and the expanding breadth of AI

103

Navigating NVIDIA & the AI Trade – Sell, hold or double down?

104

Why CrowdStrike is separating from the cybersecurity pack

105

The unplanned genius of Broadcom's route to AI dominance

106

Dissecting the AI boom through the dotcom lens

107

Cloud optimization wanes as AI slowly lifts off

108

Intel Foundry is a bold bet filled with uncertainty

109

Slicing the Gordian Knot - A leap to real-time systems of truth

110

Enterprise Technology Predictions 2024

111

2024 IT spending outlook shows cautious start with optimistic finish

112

Unifying intelligence in the age of data apps

113

Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills

114

Grading Our 2023 Enterprise Technology Predictions

115

The rise of observability and why it matters to your business

116

David vs Goliath reimagined - OpenAI's approach to AI supervision

117

Moving beyond separation of compute & storage…Journey to the 6th data platform

118

re:Invent ‘23 Underscores a New Simplicity Mandate for AWS

119

The OpenAI meltdown…Winners & losers in the battle for AI supremacy

120

The copilot era takes flight at Microsoft Ignite 2023

121

IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity

122

The Gen AI power law How data diversity influences adoption

123

AI revenue riddle - Azure sees gains, when will other cloud titans see the surge?

124

From hype to reality, the true state of AI adoption

125

Get Ready for the Sixth Data Platform

126

Lower for longer…Tech spending remains tepid

127

Cisco Splunk under the microscope, joint customers weigh in

128

Bob Muglia on Uber for everyone…how the future of data apps will evolve

129

Cloud security powers CrowdStrike momentum, Gen AI is next

130

Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar

131

Google goes all in on the AI cloud

132

Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next

133

VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing

134

Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance

135

Spearing Tech Stocks Beyond the Magnificent Seven

136

What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares

137

AI gives cyber attackers the advantage for now

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138

AI won’t be a winner takes all market

139

Connecting the dots on the emerging Databricks tech stack

140

Connecting the Dots on Snowflake's Data Cloud Ambitions

141

HPE wants to turn supercomputing leadership into gen AI profits

142

Uber’s real-time architecture represents the future of data apps…meet the architects who built it

143

Snowflake Summit will reveal the future of data apps...here's our take

144

Cisco needs to simplify…Here’s how

145

The future of AI is real time data…Meantime GPUs are making all the headlines

146

The AI-powered hybrid-multi-super cloud

147

Searching for gold in enterprise AI

148

Desperately Seeking Cloud Repatriation

149

Don't be fooled by slowing cloud growth...cost optimization is a feature not a bug

150

RSA 2023 Security Identity Crisis Part 2

151

RSA 2023 highlights an identity crisis in the age of AI

152

Hidden Gems from HPE GreenLake Storage Day

153

Semis rebound but enterprise tech spending remains soft

154

Which tech firms are most exposed to the banking crisis?

155

GPT models are a two edged sword for automation platforms

156

Databricks faces critical strategic decisions…here’s why

157

MWC 2023 goes beyond consumer & deep into enterprise tech

158

MWC 2023 highlights telco transformation & the future of business

159

Google's Point of View on Confidential Computing

160

Cloud players sound a cautious tone for 2023

161

Enterprise Technology Predictions 2023

162

ChatGPT Won't Give OpenAI First Mover Advantage

163

Supercloud2 Explores Cloud Practitioner Realities & the Future of Data Apps

164

CIOs in a holding pattern but ready to strike at monetization

165

AI Goes Mainstream But ROI Remains Elusive

166

Grading our 2022 Enterprise Technology Predictions

167

How Palo Alto Networks Became the Gold Standard of Cybersecurity

168

Cyber Firms Revert to the Mean

169

re:Invent 2022 marks the next chapter in data & cloud

170

Snowflake caught in the storm clouds

171

Cloudflare’s Supercloud…What Multi Cloud Could Have Been

172

Even the Cloud Is Not Immune to the Seesaw Economy

173

Survey Says! Takeaways from the latest CIO spending data

174

CEO Nuggets from Microsoft Ignite & Google Cloud Next

175

Analyst Take on Dell

176

Latest CIO Survey Shows Steady Deceleration in IT Spend

177

As the tech tide recedes, all sectors feel the pinch

178

UiPath is a Rocket Ship Resetting its Course

179

How CrowdStrike Plans to Become a Generational Platform

180

We Have the Data…What Private Tech Companies Don’t Tell you About Their Business

181

VMware Explore 2022 will mark the start of a Supercloud journey

182

What Black Hat '22 tells us about securing the Supercloud

183

Further defining Supercloud With tech leaders VMware, Snowflake, Databricks & others

184

What we hope to learn at Supercloud22

185

How the cloud is changing security defenses in the 2020s

186

AWS re:Inforce marks a summer checkpoint on cybersecurity

187

Amping it up with Frank Slootman

188

Answering the top 10 questions about SuperCloud

189

H1 of ‘22 was ugly…H2 could be worse Here’s why we’re still optimistic

190

Tech Spending Intentions are Holding Despite Macro Concerns

191

Snowflake Summit 2022...All About Apps & Monetization

192

Supercloud is becoming a thing

193

How Snowflake Plans to Make Data Cloud a De Facto Standard

194

MongoDB Sends Strong Signals Despite Cautious Macro Tones

195

Broadcom, Taming the VMware Beast

196

Are Cyber Stocks Oversold or Still too Pricey?

197

What you May not Know About the Dell Snowflake Deal

198

The Ever Expanding Cloud Continues to Storm the IT Universe

199

Power Panel: Does Hardware Still Matter

200

Technology & Architectural Considerations for Data Mesh