Breaking Analysis with Dave Vellante
SiliconANGLE
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
Mentioned books
Dec 20, 2025 • 49min
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 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.
Dec 13, 2025 • 18min
Grading our 2025 Enterprise Technology Predictions
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!
Dec 6, 2025 • 1h 6min
Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
Nov 24, 2025 • 11min
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 that GPUs, like CPUs before, have a significantly longer useful life than many claim.
Nov 8, 2025 • 48min
Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
Oct 27, 2025 • 49min
AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
Oct 18, 2025 • 34min
Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
Oct 4, 2025 • 47min
Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
Sep 20, 2025 • 33min
Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
Sep 13, 2025 • 18min
From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante
