SiliconANGLE

Breaking Analysis with Dave Vellante

Technology EN ↓ 315 episodes

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

Author

SiliconANGLE

Episodes

Intel - NVIDIA: The Baton Pass to the CUDA Era 20.09.2025 33:29

Breaking Analysis with Dave Vellante

From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth 13.09.2025 17:32

Breaking Analysis with Dave Vellante

Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics 30.08.2025 25:39

Breaking Analysis with Dave Vellante

Cyber is Your #1 Risk and You’re Likely Unprepared 23.08.2025 41:46

Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand

Decoding Trump’s Intel Pivot 16.08.2025 18:20

Breaking Analysis with Dave Vellante

Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution 09.08.2025 36:31

nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a ver...

How Jamie Dimon Becomes Sam Altman's Biggest Competitor 02.08.2025 1:05:54

Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog 26.07.2025 38:01

Tech Spending Remains Persistently Uncertain 19.07.2025 18:16

Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny 28.06.2025 44:31

Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage 14.06.2025 55:11

Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics 07.06.2025 1:08:59

Snowflake & Databricks Cross the Rubicon into a New Competitive Domain 31.05.2025 57:59

Despite AI Momentum, Tech Spending Faces Continued Uncertainty 28.05.2025 38:13

How Dell Is Riding the AI Wave While Serving Its Massive Installed Base 17.05.2025 30:13

Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler 12.05.2025 50:16

The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven agents and a unified data architecture will transform Software as a Service (SaaS) into what we’re calling “Service as Software” – a model where software-based di...

Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter 03.05.2025 41:58

RSAC Highlights Security Markets in Transition 28.04.2025 34:59

As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber), and shifting security budget priorities. Our...

The Long Road to Agentic AI – Hype vs. Enterprise Reality 21.04.2025 25:34

At last week’s AI Agent Builder Summit , hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterprises are far from ready to reap the benefits of...

Google’s Cloud Play — Integrated AI Across Infrastructure to Apps 14.04.2025 29:19

00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape 02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position 04:48 - Analyzing Cloud Services: Insights from the ETR Survey 08:53 - Google's Growth in AI/ML 11:26 - Analyzing Growth and Revenue in Cloud Services 16:54 - Profitability and Operating Margin 19:39 - Strategic Capital Allocation and Compe...

Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics 07.04.2025 50:32

Security Do-Over…How Palo Alto Networks Sees the Reset 30.03.2025 47:11

The New Age of Analyst Relations in Tech 17.03.2025 41:33

00:00 - Intro 00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations 03:01 - Engaging with Modern Analysts and Influencers 05:13 - Navigating Trust and Innovation in the Tech Landscape 09:00 - Exploration of Collaboration and Storytelling 12:42 - Bringing Analysts and Journalists Together 18:03 - The Role of Analyst Relations in Business Strategy 22:29 - Guiding Principles fo...

Broadcom Momentum Brings Renewed Investor Enthusiasm 08.03.2025 30:37

Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future 01.03.2025 42:05

00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution 05:06 - From Web 2.0 to Enterprise 3.0 15:12 - Harmonized Source of Truth 22:41 - Microsoft's Agentic Ambitions 31:23 - Salesforce's Hyperscaler Journey 35:14 - The Road Ahead for Enterprise Platforms 38:52 - Industry Evolution: Overcoming Challenges and Future Outlook