Breaking Analysis with Dave Vellante

Mar 08 2025 267 ep. 25 mins 62
Breaking Analysis with Dave Vellante Podcast artwork

Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.

  Technology  Business  News
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Broadcom Momentum Brings Renewed Investor Enthusiasm

Mar 08 2025 30 mins  

Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future

Mar 01 2025 42 mins  
00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution 05:06 - From Web 2.0 to Enterprise 3.0 15:12 - Harmonized Source of Truth 22:41 - Microsoft's Agentic Ambitions 31:23 - Salesforce's Hyperscaler Journey 35:14 - The Road Ahead for Enterprise Platforms 38:52 - Industry Evolution: Overcoming Challenges and Future Outlook

266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand

Feb 21 2025 24 mins  

Investors Cool on Cloud as CEOs Double Down

Feb 08 2025 15 mins  

theCUBE Research Predictions 2025

Feb 03 2025 46 mins  
In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts: Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Ch

Enterprise Technology Predictions 2025

Jan 27 2025 43 mins  

Data Renaissance, Agents, LAMs, SAMs & AI Threats

Jan 22 2025 75 mins  
In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the a

How NVIDIA is Creating a $1.4 Trillion Market in Ten Years

Jan 11 2025 60 mins  

The Yellow Brick Road to Agentic AI

Dec 21 2024 43 mins  

Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business

Dec 17 2024 17 mins  
This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foun