Breaking Analysis with Dave Vellante

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 its macro drilldown data, derived from surveys of more than 1,700 business technology leaders each quarter. 

Join industry experts Sanjeev Mohan, Tony Baer, Dave Menninger, Kevin Petrie, and Andrew Brust as they tackle the future of AI in the data landscape. They're diving deep into the challenges of scaling AI agents, discussing the critical role of context graphs. Predictions include a shift toward integrated autonomous agents and semantic layers, while governance and integration complexities emerge as potential roadblocks. With insights on model wars and enterprise opportunities, this conversation is a must-listen for tech enthusiasts!

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. In the same way Intel and Microsoft dominated the Moore’s Law era, we believe Nvidia will be the mainspring of tech innovation for the foreseeable future. Importantly, the previous era saw a doubling of performance every two years. Today Nvidia is driving annual performance improvements of 5X, throughput of 10X…driving token demand of 15X via Jevons Paradox.

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, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many believe is the greatest business in the history of the technology business.

A fascinating analysis of 2025 tech predictions unfolds, with grades assigned to industry forecasts. Tech spending faces challenges, earning a C, while security platform strategies impress with a B. The adoption of agentic AI shines with an A- grade. Cloud growth continues, resulting in a B+, yet edge AI revenue trails with a C/C+. IPO activity shows promising signs for the future. Meanwhile, data control trends and AI's influence on jobs provoke thought, leading to a final assessment of B-. Exciting insights pave the way for next year's expectations!

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.

Breaking Analysis with Dave Vellante and theCUBE Research

Breaking Analysis with Dave Vellante

Breaking Analysis with Dave Vellante and George Gilbert