Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
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Investors Cool on Cloud as CEOs Double Down
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15:47Door SiliconANGLE
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theCUBE Research Predictions 2025
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46:09In 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 ou…
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Enterprise Technology Predictions 2025
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43:44Door SiliconANGLE
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Data Renaissance, Agents, LAMs, SAMs & AI Threats
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1:15:47In 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 …
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How NVIDIA is Creating a $1.4 Trillion Market in Ten Years
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1:00:23Door SiliconANGLE
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The Yellow Brick Road to Agentic AI
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43:48Door SiliconANGLE
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Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business
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17:37This 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 desig…
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re:Invent 2024: Builder Ethos Embraces Simplicity
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39:37Door SiliconANGLE
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Grading our 2024 Enterprise Technology Predictions
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20:53Door SiliconANGLE
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Cloud Expansion Poised to Power Innovation
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12:35Door SiliconANGLE
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Why Jamie Dimon is Sam Altman's Biggest Competitor
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37:22Door SiliconANGLE
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GenAI Adoption Sets the Table for AI ROI
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17:35Door SiliconANGLE
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What Microsoft's Financial Disclosures Reveal About Azure's Market Position
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14:12In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting. Follow theCUBE's live event coverage https://www.thecube.net/ Microsoft recently…
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How IBM and Palo Alto Networks Team to Combat Cyber Threats
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46:58In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better understand how industry collaboration can improve cyber defenses and modernize security operations. With us are two senior executives from each firm, Mohamad Ali, SVP and Head of IBM Consulting and B…
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From LLMs to SLMs to SAMs, How Agents are Redefining AI
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37:03Door SiliconANGLE
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It's Larry's World, we Just Live in it
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42:23In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, …
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Is the Modern Data Stack Out Over its Skis?
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30:30Door SiliconANGLE
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245 | Breaking Analysis | How Digital Twin Platforms will Revolutionize Business Operations
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23:47Door SiliconANGLE
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How Agentic Platforms Will Redefine Enterprise Applications
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36:45Door SiliconANGLE
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Assessing Broadcom VMware Eight Months On
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38:02Door SiliconANGLE
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Cloud Spending Remains Resilient Amid Market Turbulence
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24:16Door SiliconANGLE
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241 | Breaking Analysis | Supercloud 7 Learnings
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30:42Door SiliconANGLE
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Why Databricks v. Snowflake is not a Zero Sum Game
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33:57Door SiliconANGLE
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239 | Breaking Analysis | CrowdStrike Incident Sounds an Alarm for Critical Infrastructure
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21:48Door SiliconANGLE
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Harnessing AI as IT Spending Gradually Improves
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11:37Door SiliconANGLE
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Gen AI is Passe', Enter the Age of Agentic AI
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30:11Door SiliconANGLE
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Decoding the Chess Moves of Snowflake and Databricks
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37:19Door SiliconANGLE
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On-Prem is on Fire but Cloud Continues to Win the Day
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29:50Door SiliconANGLE
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Six Takeaways from Snowflake Summit 2024
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34:30In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s Data Could Summit. They discussed the company's shift from a sca…
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A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms
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36:15In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new applicatio…
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Power Play in Hybrid AI - IBM and Dell on Display
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28:15Door SiliconANGLE
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RSA 2024 goes beyond AI-powered security to securing AI itself
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27:57Door SiliconANGLE
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Supply Chain Planning as an Intelligent Data App
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45:09Door SiliconANGLE
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Security budgets are growing but so is vendor sprawl
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27:50It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, the data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to ef…
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How the AI awakening is changing tech spending patterns
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11:17Door SiliconANGLE
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Enterprises seek deeper AI value beyond chat
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23:55Door SiliconANGLE
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AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions
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25:00Door SiliconANGLE
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Adobe Summit highlights personalization at scale with Gen AI
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38:13Door SiliconANGLE
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NVIDIA, Broadcom and the expanding breadth of AI
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28:10We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion,…
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Navigating NVIDIA & the AI Trade – Sell, hold or double down?
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33:18Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from here? In this Break…
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Why CrowdStrike is separating from the cybersecurity pack
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23:13It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street las…
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The unplanned genius of Broadcom's route to AI dominance
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24:04Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a domin…
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Dissecting the AI boom through the dotcom lens
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19:24Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst. It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different e…
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Cloud optimization wanes as AI slowly lifts off
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18:39The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is mu…
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Intel Foundry is a bold bet filled with uncertainty
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52:09As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovatio…
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Slicing the Gordian Knot - A leap to real-time systems of truth
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48:25Door SiliconANGLE
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Enterprise Technology Predictions 2024
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46:24Door SiliconANGLE
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2024 IT spending outlook shows cautious start with optimistic finish
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12:09In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag. Follow theCUBE's live event coverage https://www.thecube.net/…
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Unifying intelligence in the age of data apps
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43:57We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision include…
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Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills
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49:09In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger wh…
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