Breaking Analysis with Dave Vellante
by SiliconANGLE
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AI cyber resilience and the trust gap
AI cyber resilience and the trust gap
About this podcast
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
The newest 50 of 328 episodes
- AI cyber resilience and the trust gap · 33 min · Season 1 Episode 333Backup and recovery evolved into data protection then security, cyber recovery and now business resilience. The scope continues to expand and now includes how attackers use AI…
- Can enterprise AI pay for the boom? · 55 min · Season 1 Episode 332The AI buildout is making an enormous bet on what businesses will eventually be willing to pay for intelligence. In our research this summer on Forecasting the AI Bubble, we…
- Micron’s memory boom Is cyclicality ending · 30 min · Season 1 Episode 331In Breaking Analysis 322, we shared with you that our forecast of a $1T silicon business arrived 2 years earlier than we had forecast. The reason for our twenty-four month miss…
- ServiceNow AI Control Tower: Selling a Penthouse While Building the Frame · 35 min · Season 1 Episode 330ServiceNow is making one of the more consequential and visible bets in enterprise AI. The company says AI Control Tower can discover and govern any agent, work across models and…
- The AI control gap - who gets to say 'it's safe?' · 25 min · Season 1 Episode 329In this week’s episode, we explore the AI control gap and the starting point for addressing AI safety, namely alignment. We question prevailing narratives and propose a public…
- CoreWeave’s next test: From GPU scarcity to a durable AI cloud · 33 min · Season 1 Episode 328Ahead of CoreWeave’s Fully Connected conference, we have made a notable investment in proprietary customer research with Qualitate. Rather than simply repeat the earnings call…
- Salesforce After Dreamforce - How $CRM can grow beyond its own interface · 52 min · Season 1 Episode 327Salesforce’s next growth opportunity may come from customers spending less time in its interface—and having agents do more of the work. Coming out of Dreamforce 2026, we believe…
- Beyond Shared Responsibility: When AI Acts, Who Owns the Blast Radius? · 46 min · Season 1 Episode 326The cloud shared responsibility model was initially not well understood by many customers. In fact, early adopters often believed that simply having data in the cloud meant that…
- CrowdStrike’s Post-Mythos Surge: Moat, Momentum and the Blast-Radius Test · 35 min · Season 1 Episode 325Breaking Analysis with Dave Vellante
- From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics? · 43 min · Season 1 Episode 324Breaking Analysis with Dave Vellante and Amit Eyal Govrin
- Did Jensen just make the AI buildout too big to fail? · 33 min · Season 1 Episode 323Breaking Analysis with Dave Vellante.
- Forecasting the AI Bubble · 30 min · Season 1 Episode 322We get a lot of questions about whether we're in a bubble & if so when will it burst. Many feel that "Bubble" is a pejorative. I see it differently. To me a bubble is an economic…
- AMD's Next Reinvention — A New Playbook for the AI Era · 28 min · Season 1 Episode 320AMD's first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine it. The company's resurgence over the past decade came from doing…
- Forget AGI…The Prize is Enterprise AGI · 1 h 10 min · Season 1 Episode 318Breaking Analysis with Dave Vellante and George Gilbert
- Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend · 58 min · Season 1 Episode 317Agentic AI is being misread as a series of separate battles - e.g. Snowflake vs. Databricks, copilots vs. agents, model makers vs. app vendors, etc. We think the real story is…
- Personal Agents Light the Fuse In the Age of Data Intelligence · 56 min · Season 1 Episode 316Breaking Analysis with Dave Vellante and George Gilbert
- How AI Stacks are Rewriting the Rules of Business · 1 h 0 min · Season 1 Episode 315
- Nvidia, AI factories and the transition to accelerated computing · 1 h 4 min · Season 1 Episode 314Breaking Analysis with Dave Vellante
- Google’s Agent Platform Takes Pole Position but Work Remains · 45 min · Season 1 Episode 313Breaking Analysis with Dave Vellante and George Gilbert
- As AI Powers Google, What’s Next for Google Cloud · 29 min · Season 1 Episode 312The agentic era is forcing a reset in enterprise architecture. Agents taking action go far beyond just analyzing data living in lakehouses. Agents acting on behalf of humans…
- The Agentic Gap: Vendors Sprint, Enterprises Crawl · 24 min · Season 1 Episode 311Geopolitical dislocations are ripping through the stock market and are filtering down to IT budgets in the form of increased uncertainty. It seems that every quarter of budget…
- RSAC 2026 preview: AI hype meets operating model reality · 43 min · Season 1 Episode 310We know that RSAC 2026 will be an AI-heavy show. While we are going to hear the “AI will change everything” narrative, our premise is that security leaders are being asked to…
- AI factories move out- Why the edge becomes hyperconverged · 35 min · Season 1 Episode 309Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona in Barcelona, Spain for this weeks Breaking Analysis
- Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds · 41 min · Season 1 Episode 308
- theCUBE Research 2026 Predictions: The year of enterprise ROI · 1 h 9 min · Season 1 Episode 306Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe…
- Cloud earnings bring clarity, concern and confusion · 30 min · Season 1 Episode 305In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with…
- Investors Fret as CAPEX & Azure Growth Decouple · 26 min · Season 1 Episode 304In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings print and explain why in our view, the street’s negative reaction misses the bigger picture.
- Enterprise Technology Predictions 2026 · 40 min · Season 1 Episode 303The predictions in this episode are the result of a collaboration between theCUBE Research and Enterprise Technology Research (ETR). We base our predictions on market insights…
- 2026 Data Predictions: Scaling Agents via Contextual Intelligence · 59 min · Season 1 Episode 302Welcome to the third inning of the modern AI era and welcome to this week's theCUBE Research Insights, powered by ETR. In this special Breaking Analysis we assess the shift from…
- Nvidia Resets the Economics of AI Factories, Again · 48 min · Season 1 Episode 301At CES 2026, Jensen Huang once again reset the economics of AI factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the…
- Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI · 49 minIn this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is…
- Grading our 2025 Enterprise Technology Predictions · 18 min · Season 1 Episode 299Breaking Analysis with Dave Vellante
- Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI · 1 h 5 min · Season 1 Episode 299
- Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions · 11 min · Season 1 Episode 298Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,”…
- Sam Altman Resets the Economics of AI Factories · 48 min · Season 1 Episode 297Breaking Analysis with Dave Vellante and theCUBE Research
- AI Factories - Data Centers of the Future · 49 min · Season 1 Episode 296Breaking Analysis with Dave Vellante
- Salesforce’s Next Era - The Agentic Enterprise · 34 min · Season 1 Episode 295Breaking Analysis with Dave Vellante and George Gilbert
- Service-as-Software: The New Control Plane for Business · 47 min · Season 1 Episode 293Breaking Analysis with Dave Vellante
- Intel - NVIDIA: The Baton Pass to the CUDA Era · 33 min · Season 1 Episode 292Breaking Analysis with Dave Vellante
- From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth · 18 min · Season 1 Episode 290Breaking Analysis with Dave Vellante
- Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics · 26 min · Season 1 Episode 289Breaking Analysis with Dave Vellante
- Cyber is Your #1 Risk and You’re Likely Unprepared · 42 min · Season 1 Episode 288Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand
- Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution · 37 min · Season 1 Episode 286nvestors 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 again, but a big slice of that…
- How Jamie Dimon Becomes Sam Altman's Biggest Competitor · 1 h 5 min · Season 1 Episode 285
- Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog · 38 min · Season 1 Episode 284
- Tech Spending Remains Persistently Uncertain · 18 min · Season 1 Episode 283
- Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny · 45 min · Season 1 Episode 282
- Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage · 55 min · Season 1 Episode 281
