Breaking Analysis with Dave Vellante

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Breaking Analysis with Dave Vellante

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

  1. 3天前

    Broadcom Momentum Brings Renewed Investor Enthusiasm

    Breaking Analysis with Dave Vellante

    31 分钟

  2. 3月1日

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

    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

    42 分钟

  3. 2月21日

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

    Breaking Analysis with Dave Vellante

    24 分钟

  4. 2月8日

    Investors Cool on Cloud as CEOs Double Down

    Breaking Analysis with Dave Vellante

    16 分钟

  5. 2月3日

    theCUBE Research Predictions 2025

    In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts: Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our A...

    46 分钟

  6. 1月27日

    Enterprise Technology Predictions 2025

    Breaking Analysis with Dave Vellante

    44 分钟

  7. 1月22日

    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...

    1 小时 16 分钟

  8. 1月11日

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

    Breaking Analysis with Dave Vellante

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

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