Breaking Analysis with Dave Vellante
Gesamtdauer:
27 h 55 min
Did Jensen just make the AI buildout too big to fail?
Breaking Analysis with Dave Vellante
33:27
Forecasting the AI Bubble
Breaking Analysis with Dave Vellante
29:39
AMD's Next Reinvention — A New Playbook for the AI Era
Breaking Analysis with Dave Vellante
28:23
Forget AGI…The Prize is Enterprise AGI
Breaking Analysis with Dave Vellante
70:17
Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend
Breaking Analysis with Dave Vellante
57:40
Personal Agents Light the Fuse In the Age of Data Intelligence
Breaking Analysis with Dave Vellante
55:48
How AI Stacks are Rewriting the Rules of Business
Breaking Analysis with Dave Vellante
60:58
Nvidia, AI factories and the transition to accelerated computing
Breaking Analysis with Dave Vellante
64:41
Google’s Agent Platform Takes Pole Position but Work Remains
Breaking Analysis with Dave Vellante
45:16
As AI Powers Google, What’s Next for Google Cloud
Breaking Analysis with Dave Vellante
29:22
The Agentic Gap: Vendors Sprint, Enterprises Crawl
Breaking Analysis with Dave Vellante
23:48
RSAC 2026 preview: AI hype meets operating model reality
Breaking Analysis with Dave Vellante
42:47
AI factories move out- Why the edge becomes hyperconverged
Breaking Analysis with Dave Vellante
34:55
Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds
Breaking Analysis with Dave Vellante
41:02
theCUBE Research 2026 Predictions: The year of enterprise ROI
Breaking Analysis with Dave Vellante
69:32
Cloud earnings bring clarity, concern and confusion
Breaking Analysis with Dave Vellante
29:55
Investors Fret as CAPEX & Azure Growth Decouple
Breaking Analysis with Dave Vellante
26:20
Enterprise Technology Predictions 2026
Breaking Analysis with Dave Vellante
40:17
2026 Data Predictions: Scaling Agents via Contextual Intelligence
Breaking Analysis with Dave Vellante
59:21
Nvidia Resets the Economics of AI Factories, Again
Breaking Analysis with Dave Vellante
48:12
Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI
Breaking Analysis with Dave Vellante
49:00
Grading our 2025 Enterprise Technology Predictions
Breaking Analysis with Dave Vellante
17:32
Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
Breaking Analysis with Dave Vellante
65:50
Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
Breaking Analysis with Dave Vellante
10:56
Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante
47:44
AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
48:38
Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante
33:31
Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
46:59
Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
33:29
From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante
17:32
Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics
Breaking Analysis with Dave Vellante
25:39
Cyber is Your #1 Risk and You’re Likely Unprepared
Breaking Analysis with Dave Vellante
41:46
Decoding Trump’s Intel Pivot
Breaking Analysis with Dave Vellante
18:20
Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution
Breaking Analysis with Dave Vellante
36:31
How Jamie Dimon Becomes Sam Altman's Biggest Competitor
Breaking Analysis with Dave Vellante
65:54
Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog
Breaking Analysis with Dave Vellante
38:01
Tech Spending Remains Persistently Uncertain
Breaking Analysis with Dave Vellante
18:16
Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny
Breaking Analysis with Dave Vellante
44:31
Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage
Breaking Analysis with Dave Vellante
55:11
Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics
Breaking Analysis with Dave Vellante
68:59
