Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Investors Cool on Cloud as CEOs Double Down
15:47
15:47
Afspil senere
Afspil senere
Lister
Like
Liked
15:47Af SiliconANGLE
…
continue reading
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 ou…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Enterprise Technology Predictions 2025
43:44
43:44
Afspil senere
Afspil senere
Lister
Like
Liked
43:44Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Data Renaissance, Agents, LAMs, SAMs & AI Threats
1:15:47
1:15:47
Afspil senere
Afspil senere
Lister
Like
Liked
1:15:47In 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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How NVIDIA is Creating a $1.4 Trillion Market in Ten Years
1:00:23
1:00:23
Afspil senere
Afspil senere
Lister
Like
Liked
1:00:23Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Yellow Brick Road to Agentic AI
43:48
43:48
Afspil senere
Afspil senere
Lister
Like
Liked
43:48Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business
17:37
17:37
Afspil senere
Afspil senere
Lister
Like
Liked
17:37This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to desig…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
re:Invent 2024: Builder Ethos Embraces Simplicity
39:37
39:37
Afspil senere
Afspil senere
Lister
Like
Liked
39:37Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Grading our 2024 Enterprise Technology Predictions
20:53
20:53
Afspil senere
Afspil senere
Lister
Like
Liked
20:53Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Cloud Expansion Poised to Power Innovation
12:35
12:35
Afspil senere
Afspil senere
Lister
Like
Liked
12:35Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Jamie Dimon is Sam Altman's Biggest Competitor
37:22
37:22
Afspil senere
Afspil senere
Lister
Like
Liked
37:22Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
GenAI Adoption Sets the Table for AI ROI
17:35
17:35
Afspil senere
Afspil senere
Lister
Like
Liked
17:35Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What Microsoft's Financial Disclosures Reveal About Azure's Market Position
14:12
14:12
Afspil senere
Afspil senere
Lister
Like
Liked
14:12In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting. Follow theCUBE's live event coverage https://www.thecube.net/ Microsoft recently…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How IBM and Palo Alto Networks Team to Combat Cyber Threats
46:58
46:58
Afspil senere
Afspil senere
Lister
Like
Liked
46:58In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better understand how industry collaboration can improve cyber defenses and modernize security operations. With us are two senior executives from each firm, Mohamad Ali, SVP and Head of IBM Consulting and B…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From LLMs to SLMs to SAMs, How Agents are Redefining AI
37:03
37:03
Afspil senere
Afspil senere
Lister
Like
Liked
37:03Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
It's Larry's World, we Just Live in it
42:23
42:23
Afspil senere
Afspil senere
Lister
Like
Liked
42:23In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Is the Modern Data Stack Out Over its Skis?
30:30
30:30
Afspil senere
Afspil senere
Lister
Like
Liked
30:30Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
245 | Breaking Analysis | How Digital Twin Platforms will Revolutionize Business Operations
23:47
23:47
Afspil senere
Afspil senere
Lister
Like
Liked
23:47Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How Agentic Platforms Will Redefine Enterprise Applications
36:45
36:45
Afspil senere
Afspil senere
Lister
Like
Liked
36:45Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Assessing Broadcom VMware Eight Months On
38:02
38:02
Afspil senere
Afspil senere
Lister
Like
Liked
38:02Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Cloud Spending Remains Resilient Amid Market Turbulence
24:16
24:16
Afspil senere
Afspil senere
Lister
Like
Liked
24:16Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
241 | Breaking Analysis | Supercloud 7 Learnings
30:42
30:42
Afspil senere
Afspil senere
Lister
Like
Liked
30:42Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Databricks v. Snowflake is not a Zero Sum Game
33:57
33:57
Afspil senere
Afspil senere
Lister
Like
Liked
33:57Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
239 | Breaking Analysis | CrowdStrike Incident Sounds an Alarm for Critical Infrastructure
21:48
21:48
Afspil senere
Afspil senere
Lister
Like
Liked
21:48Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Harnessing AI as IT Spending Gradually Improves
11:37
11:37
Afspil senere
Afspil senere
Lister
Like
Liked
11:37Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Gen AI is Passe', Enter the Age of Agentic AI
30:11
30:11
Afspil senere
Afspil senere
Lister
Like
Liked
30:11Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Decoding the Chess Moves of Snowflake and Databricks
37:19
37:19
Afspil senere
Afspil senere
Lister
Like
Liked
37:19Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
On-Prem is on Fire but Cloud Continues to Win the Day
29:50
29:50
Afspil senere
Afspil senere
Lister
Like
Liked
29:50Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Six Takeaways from Snowflake Summit 2024
34:30
34:30
Afspil senere
Afspil senere
Lister
Like
Liked
34:30In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s Data Could Summit. They discussed the company's shift from a sca…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms
36:15
36:15
Afspil senere
Afspil senere
Lister
Like
Liked
36:15In 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 platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new applicatio…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Power Play in Hybrid AI - IBM and Dell on Display
28:15
28:15
Afspil senere
Afspil senere
Lister
Like
Liked
28:15Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
RSA 2024 goes beyond AI-powered security to securing AI itself
27:57
27:57
Afspil senere
Afspil senere
Lister
Like
Liked
27:57Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Supply Chain Planning as an Intelligent Data App
45:09
45:09
Afspil senere
Afspil senere
Lister
Like
Liked
45:09Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Security budgets are growing but so is vendor sprawl
27:50
27:50
Afspil senere
Afspil senere
Lister
Like
Liked
27:50It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, the data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to ef…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How the AI awakening is changing tech spending patterns
11:17
11:17
Afspil senere
Afspil senere
Lister
Like
Liked
11:17Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Enterprises seek deeper AI value beyond chat
23:55
23:55
Afspil senere
Afspil senere
Lister
Like
Liked
23:55Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions
25:00
25:00
Afspil senere
Afspil senere
Lister
Like
Liked
25:00Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Adobe Summit highlights personalization at scale with Gen AI
38:13
38:13
Afspil senere
Afspil senere
Lister
Like
Liked
38:13Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
NVIDIA, Broadcom and the expanding breadth of AI
28:10
28:10
Afspil senere
Afspil senere
Lister
Like
Liked
28:10We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion,…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Navigating NVIDIA & the AI Trade – Sell, hold or double down?
33:18
33:18
Afspil senere
Afspil senere
Lister
Like
Liked
33:18Heading 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 thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from here? In this Break…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why CrowdStrike is separating from the cybersecurity pack
23:13
23:13
Afspil senere
Afspil senere
Lister
Like
Liked
23:13It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street las…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The unplanned genius of Broadcom's route to AI dominance
24:04
24:04
Afspil senere
Afspil senere
Lister
Like
Liked
24:04Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a domin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Dissecting the AI boom through the dotcom lens
19:24
19:24
Afspil senere
Afspil senere
Lister
Like
Liked
19:24Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst. It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different e…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Cloud optimization wanes as AI slowly lifts off
18:39
18:39
Afspil senere
Afspil senere
Lister
Like
Liked
18:39The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is mu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Intel Foundry is a bold bet filled with uncertainty
52:09
52:09
Afspil senere
Afspil senere
Lister
Like
Liked
52:09As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovatio…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Slicing the Gordian Knot - A leap to real-time systems of truth
48:25
48:25
Afspil senere
Afspil senere
Lister
Like
Liked
48:25Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Enterprise Technology Predictions 2024
46:24
46:24
Afspil senere
Afspil senere
Lister
Like
Liked
46:24Af SiliconANGLE
…
continue reading
![Artwork](/static/images/128pixel.png)
1
2024 IT spending outlook shows cautious start with optimistic finish
12:09
12:09
Afspil senere
Afspil senere
Lister
Like
Liked
12:09In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag. Follow theCUBE's live event coverage https://www.thecube.net/…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Unifying intelligence in the age of data apps
43:57
43:57
Afspil senere
Afspil senere
Lister
Like
Liked
43:57We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision include…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills
49:09
49:09
Afspil senere
Afspil senere
Lister
Like
Liked
49:09In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger wh…
…
continue reading