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

Jan 22, 2025 • 1h 16min
Data Renaissance, Agents, LAMs, SAMs & AI Threats
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 always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia.Follow theCUBE's live event coverage https://www.thecube.net/Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. For daily news for CIOs, check out our parent publication at https://siliconangle.com/In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively.Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E#theCUBE #BreakingAnalysis #theCUBEResearch #CUBECollective #TechPredictions #DataGang

Jan 11, 2025 • 1h
How NVIDIA is Creating a $1.4 Trillion Market in Ten Years

Dec 21, 2024 • 44min
The Yellow Brick Road to Agentic AI

Dec 17, 2024 • 18min
Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business
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 foundries and get to profitability in a reasonable timeframe.

Dec 7, 2024 • 40min
re:Invent 2024: Builder Ethos Embraces Simplicity
Dive into key announcements from AWS Reinvent 2024, highlighting the new CEO's vision and major tech advancements. Discover how Amazon is shifting towards simplicity in cloud services and the introduction of innovative AI models like Nova. Learn about the importance of a harmonization layer for data systems and how generative AI is revolutionizing app development. Explore the competitive landscape between Microsoft and Salesforce, plus the evolving role of data and knowledge graphs in fostering collaboration and innovation.

Nov 26, 2024 • 21min
Grading our 2024 Enterprise Technology Predictions

Nov 16, 2024 • 13min
Cloud Expansion Poised to Power Innovation

Nov 2, 2024 • 37min
Why Jamie Dimon is Sam Altman's Biggest Competitor

Oct 26, 2024 • 18min
GenAI Adoption Sets the Table for AI ROI

Oct 22, 2024 • 47min
How IBM and Palo Alto Networks Team to Combat Cyber Threats
In 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 BJ Jenkins, the President of Palo Alto Networks.
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