Breaking Analysis with Dave Vellante

267 Episoder

1. Broadcom Momentum Brings Renewed Investor Enthusiasm

   Publisert: 8.3.2025
2. Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future

   Publisert: 1.3.2025
3. 266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand

   Publisert: 21.2.2025
4. Investors Cool on Cloud as CEOs Double Down

   Publisert: 8.2.2025
5. theCUBE Research Predictions 2025

   Publisert: 3.2.2025
6. Enterprise Technology Predictions 2025

   Publisert: 27.1.2025
7. Data Renaissance, Agents, LAMs, SAMs & AI Threats

   Publisert: 22.1.2025
8. How NVIDIA is Creating a $1.4 Trillion Market in Ten Years

   Publisert: 11.1.2025
9. The Yellow Brick Road to Agentic AI

   Publisert: 21.12.2024
10. Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business

    Publisert: 17.12.2024
11. re:Invent 2024: Builder Ethos Embraces Simplicity

    Publisert: 7.12.2024
12. Grading our 2024 Enterprise Technology Predictions

    Publisert: 26.11.2024
13. Cloud Expansion Poised to Power Innovation

    Publisert: 16.11.2024
14. Why Jamie Dimon is Sam Altman's Biggest Competitor

    Publisert: 2.11.2024
15. GenAI Adoption Sets the Table for AI ROI

    Publisert: 26.10.2024
16. How IBM and Palo Alto Networks Team to Combat Cyber Threats

    Publisert: 22.10.2024
17. What Microsoft's Financial Disclosures Reveal About Azure's Market Position

    Publisert: 22.10.2024
18. From LLMs to SLMs to SAMs, How Agents are Redefining AI

    Publisert: 28.9.2024
19. It's Larry's World, we Just Live in it

    Publisert: 23.9.2024
20. Is the Modern Data Stack Out Over its Skis?

    Publisert: 7.9.2024