Breaking Analysis with Dave Vellante
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About This Podcast
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
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Recent Episodes
S1E308 Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds
S1E306 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…
S1E305 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…
S1E304 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.
S1E303 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…
S1E302 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…
S1E301 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…
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…
S1E299 Grading our 2025 Enterprise Technology Predictions
Breaking Analysis with Dave Vellante
S1E299 Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
S1E298 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…
S1E297 Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
S1E296 AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
S1E295 Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
S1E293 Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
S1E292 Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
S1E290 From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante
S1E289 Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics
Breaking Analysis with Dave Vellante
S1E288 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
S1E287 Decoding Trump’s Intel Pivot
Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante has published 305 episodes since October 2019, covering topics in Business, Business News.
Breaking Analysis with Dave Vellante is currently highly active with new episodes weekly. Average episode length is 26m.
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