Breaking Analysis with Dave Vellante

Breaking Analysis with Dave Vellante and George Gilbert

Agentic AI is being misread as a series of separate battles - e.g. Snowflake vs. Databricks, copilots vs. agents, model makers vs. app vendors, etc. We think the real story is that the biggest opportunity in software is converging around who owns the new intelligent client and the AI back end that makes it useful. The new client is the agent-based system of engagement - Snowflake’s CoWork & Co...

Breaking Analysis with Dave Vellante and George Gilbert

Breaking Analysis with Dave Vellante

Breaking Analysis with Dave Vellante and George Gilbert

The agentic era is forcing a reset in enterprise architecture. Agents taking action go far beyond just analyzing data living in lakehouses. Agents acting on behalf of humans, continuously, at machine scale bring new architectural requirements to the enterprise. The so-called “modern data stack” as most organizations know it, has become a sort of “new legacy.” No longer can organizations rely on st...

Geopolitical dislocations are ripping through the stock market and are filtering down to IT budgets in the form of increased uncertainty. It seems that every quarter of budget optimism is followed with some external event that causes organizations to tighten their belts. Specifically, we’ve seen the increased momentum in January CIO sentiment on spending, pull back as war, oil prices, the threat o...

We know that RSAC 2026 will be an AI-heavy show. While we are going to hear the “AI will change everything” narrative, our premise is that security leaders are being asked to operationalize AI in an environment where complexity is rising faster than control. Organizations are still struggling to consolidate the sprawl of tools in their security stacks, and at the same time apply zero trust princip...

Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona in Barcelona, Spain for this weeks Breaking Analysis

Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte , Sam Weston, Scott Hebner and Christophe Bertrand share our predictions for 2026 and beyond. 

In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will hav...

In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings print and explain why in our view, the street’s negative reaction misses the bigger picture.

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 qu...

Welcome to the third inning of the modern AI era and welcome to this week's theCUBE Research Insights, powered by ETR. In this special Breaking Analysis we assess the shift from the shock of “what is this Gen AI thing?” to “how do we make it work for us?” And how can we get agents to reliably take action to deliver the productivity gains the tech industry has promised.  To do so, we're p...

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 mainsp...

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 man...

Breaking Analysis with Dave Vellante

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

Breaking Analysis with Dave Vellante