Breaking Analysis with Dave Vellante

Grading our 2025 Enterprise Technology Predictions

13 Dec 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante

Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI

06 Dec 2025

Contributed by Lukas

Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions

24 Nov 2025

Contributed by Lukas

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 operato...

Sam Altman Resets the Economics of AI Factories

08 Nov 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante and theCUBE Research

AI Factories - Data Centers of the Future

27 Oct 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante

Salesforce’s Next Era - The Agentic Enterprise

18 Oct 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante and George Gilbert

Service-as-Software: The New Control Plane for Business

04 Oct 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante

Intel - NVIDIA: The Baton Pass to the CUDA Era

20 Sep 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante

From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth

13 Sep 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante

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

30 Aug 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante

Cyber is Your #1 Risk and You’re Likely Unprepared

23 Aug 2025

Contributed by Lukas

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

Decoding Trump’s Intel Pivot

16 Aug 2025

Contributed by Lukas

Breaking Analysis with Dave Vellante

Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution

09 Aug 2025

Contributed by Lukas

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 ag...

How Jamie Dimon Becomes Sam Altman's Biggest Competitor

02 Aug 2025

Contributed by Lukas

Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog

26 Jul 2025

Contributed by Lukas

Tech Spending Remains Persistently Uncertain

19 Jul 2025

Contributed by Lukas

Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny

28 Jun 2025

Contributed by Lukas

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

14 Jun 2025

Contributed by Lukas

Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics

07 Jun 2025

Contributed by Lukas

Snowflake & Databricks Cross the Rubicon into a New Competitive Domain

31 May 2025

Contributed by Lukas

Despite AI Momentum, Tech Spending Faces Continued Uncertainty

28 May 2025

Contributed by Lukas

How Dell Is Riding the AI Wave While Serving Its Massive Installed Base

17 May 2025

Contributed by Lukas

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

12 May 2025

Contributed by Lukas

The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise softwar...

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

03 May 2025

Contributed by Lukas

RSAC Highlights Security Markets in Transition

28 Apr 2025

Contributed by Lukas

As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynam...

The Long Road to Agentic AI – Hype vs. Enterprise Reality

21 Apr 2025

Contributed by Lukas

At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents ...

Google’s Cloud Play — Integrated AI Across Infrastructure to Apps

14 Apr 2025

Contributed by Lukas

00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Posit...

Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics

07 Apr 2025

Contributed by Lukas

Security Do-Over…How Palo Alto Networks Sees the Reset

30 Mar 2025

Contributed by Lukas

The New Age of Analyst Relations in Tech

17 Mar 2025

Contributed by Lukas

00:00 - Intro00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations03:01 - Engaging with Modern Analysts and Influencers05:13 - ...

Broadcom Momentum Brings Renewed Investor Enthusiasm

08 Mar 2025

Contributed by Lukas

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

01 Mar 2025

Contributed by Lukas

00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution05:06 - From Web 2.0 to Enterprise 3....

266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand

21 Feb 2025

Contributed by Lukas

Investors Cool on Cloud as CEOs Double Down

08 Feb 2025

Contributed by Lukas

theCUBE Research Predictions 2025

03 Feb 2025

Contributed by Lukas

In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. W...

Enterprise Technology Predictions 2025

27 Jan 2025

Contributed by Lukas

Data Renaissance, Agents, LAMs, SAMs & AI Threats

22 Jan 2025

Contributed by Lukas

In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUB...

How NVIDIA is Creating a $1.4 Trillion Market in Ten Years

11 Jan 2025

Contributed by Lukas

The Yellow Brick Road to Agentic AI

21 Dec 2024

Contributed by Lukas

Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business

17 Dec 2024

Contributed by Lukas

This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech gi...

re:Invent 2024: Builder Ethos Embraces Simplicity

07 Dec 2024

Contributed by Lukas

Grading our 2024 Enterprise Technology Predictions

26 Nov 2024

Contributed by Lukas

Cloud Expansion Poised to Power Innovation

16 Nov 2024

Contributed by Lukas

Why Jamie Dimon is Sam Altman's Biggest Competitor

02 Nov 2024

Contributed by Lukas

GenAI Adoption Sets the Table for AI ROI

26 Oct 2024

Contributed by Lukas

How IBM and Palo Alto Networks Team to Combat Cyber Threats

22 Oct 2024

Contributed by Lukas

In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better...

What Microsoft's Financial Disclosures Reveal About Azure's Market Position

22 Oct 2024

Contributed by Lukas

In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a spec...

From LLMs to SLMs to SAMs, How Agents are Redefining AI

28 Sep 2024

Contributed by Lukas

It's Larry's World, we Just Live in it

23 Sep 2024

Contributed by Lukas

In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s gr...

Is the Modern Data Stack Out Over its Skis?

07 Sep 2024

Contributed by Lukas

245 | Breaking Analysis | How Digital Twin Platforms will Revolutionize Business Operations

31 Aug 2024

Contributed by Lukas

How Agentic Platforms Will Redefine Enterprise Applications

24 Aug 2024

Contributed by Lukas

Assessing Broadcom VMware Eight Months On

17 Aug 2024

Contributed by Lukas

Cloud Spending Remains Resilient Amid Market Turbulence

10 Aug 2024

Contributed by Lukas

241 | Breaking Analysis | Supercloud 7 Learnings

03 Aug 2024

Contributed by Lukas

Why Databricks v. Snowflake is not a Zero Sum Game

27 Jul 2024

Contributed by Lukas

239 | Breaking Analysis | CrowdStrike Incident Sounds an Alarm for Critical Infrastructure

20 Jul 2024

Contributed by Lukas

Harnessing AI as IT Spending Gradually Improves

13 Jul 2024

Contributed by Lukas

Gen AI is Passe', Enter the Age of Agentic AI

29 Jun 2024

Contributed by Lukas

Decoding the Chess Moves of Snowflake and Databricks

22 Jun 2024

Contributed by Lukas

On-Prem is on Fire but Cloud Continues to Win the Day

15 Jun 2024

Contributed by Lukas

Six Takeaways from Snowflake Summit 2024

13 Jun 2024

Contributed by Lukas

In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided...

A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms

10 Jun 2024

Contributed by Lukas

In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data ...

Power Play in Hybrid AI - IBM and Dell on Display

18 May 2024

Contributed by Lukas

RSA 2024 goes beyond AI-powered security to securing AI itself

11 May 2024

Contributed by Lukas

Supply Chain Planning as an Intelligent Data App

04 May 2024

Contributed by Lukas

Security budgets are growing but so is vendor sprawl

29 Apr 2024

Contributed by Lukas

It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addr...

How the AI awakening is changing tech spending patterns

20 Apr 2024

Contributed by Lukas

Enterprises seek deeper AI value beyond chat

13 Apr 2024

Contributed by Lukas

AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions

06 Apr 2024

Contributed by Lukas

Adobe Summit highlights personalization at scale with Gen AI

30 Mar 2024

Contributed by Lukas

NVIDIA, Broadcom and the expanding breadth of AI

23 Mar 2024

Contributed by Lukas

We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on ...

Navigating NVIDIA & the AI Trade – Sell, hold or double down?

16 Mar 2024

Contributed by Lukas

Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That the...

Why CrowdStrike is separating from the cybersecurity pack

09 Mar 2024

Contributed by Lukas

It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four mo...

The unplanned genius of Broadcom's route to AI dominance

02 Mar 2024

Contributed by Lukas

Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deli...

Dissecting the AI boom through the dotcom lens

24 Feb 2024

Contributed by Lukas

Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst.It’s understandable, as ...

Cloud optimization wanes as AI slowly lifts off

17 Feb 2024

Contributed by Lukas

The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. c...

Intel Foundry is a bold bet filled with uncertainty

10 Feb 2024

Contributed by Lukas

As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to t...

Slicing the Gordian Knot - A leap to real-time systems of truth

03 Feb 2024

Contributed by Lukas

Enterprise Technology Predictions 2024

27 Jan 2024

Contributed by Lukas

2024 IT spending outlook shows cautious start with optimistic finish

22 Jan 2024

Contributed by Lukas

In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those...

Unifying intelligence in the age of data apps

13 Jan 2024

Contributed by Lukas

We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to...

Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills

06 Jan 2024

Contributed by Lukas

In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE C...

Grading Our 2023 Enterprise Technology Predictions

30 Dec 2023

Contributed by Lukas

In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro ...

The rise of observability and why it matters to your business

23 Dec 2023

Contributed by Lukas

David vs Goliath reimagined - OpenAI's approach to AI supervision

19 Dec 2023

Contributed by Lukas

Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the...

Moving beyond separation of compute & storage…Journey to the 6th data platform

09 Dec 2023

Contributed by Lukas

We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to ...

re:Invent ‘23 Underscores a New Simplicity Mandate for AWS

01 Dec 2023

Contributed by Lukas

In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and...

The OpenAI meltdown…Winners & losers in the battle for AI supremacy

21 Nov 2023

Contributed by Lukas

Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way.Both Microsoft and OpenAI are i...

The copilot era takes flight at Microsoft Ignite 2023

18 Nov 2023

Contributed by Lukas

IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity

11 Nov 2023

Contributed by Lukas

With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original visio...

The Gen AI power law How data diversity influences adoption

04 Nov 2023

Contributed by Lukas

Power Law Explained Wikipediahttps://en.wikipedia.org/wiki/Power_lawHeavy tailed power laws:Why are Power Law distributions called 'Heavy-tailed&...

AI revenue riddle - Azure sees gains, when will other cloud titans see the surge?

28 Oct 2023

Contributed by Lukas

In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” ...

From hype to reality, the true state of AI adoption

21 Oct 2023

Contributed by Lukas

MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the  current anemic 1.2% productivity gro...

Get Ready for the Sixth Data Platform

14 Oct 2023

Contributed by Lukas

In this week’s CUBE Insights, Powered by ETR. George Gilbert and I welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chai...

Lower for longer…Tech spending remains tepid

07 Oct 2023

Contributed by Lukas

We’re getting used to the phrase, “higher for longer,” referring to  the realization that interest rates are expected to remain elevated for a ...

Cisco Splunk under the microscope, joint customers weigh in

30 Sep 2023

Contributed by Lukas

Bob Muglia on Uber for everyone…how the future of data apps will evolve

23 Sep 2023

Contributed by Lukas

theCUBE host Dave Vellante is joined by George Gilbert and Bob Muglia for this weeks Breaking Analysis

Cloud security powers CrowdStrike momentum, Gen AI is next

16 Sep 2023

Contributed by Lukas

George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the diffic...

Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar

09 Sep 2023

Contributed by Lukas

UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been diluitive for the company. As an early leader that...