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    Technology

    Breaking Analysis with Dave Vellante

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

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    Copyright: © 2023 Breaking Analysis with Dave Vellante

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    Latest Episodes:
    Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI Dec 06, 2025
    Show notes

    Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions Nov 24, 2025
    Show notes

    Much 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,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.


    Sam Altman Resets the Economics of AI Factories Nov 08, 2025
    Show notes

    Breaking Analysis with Dave Vellante and theCUBE Research


    AI Factories - Data Centers of the Future Oct 27, 2025
    Show notes

    Breaking Analysis with Dave Vellante


    Salesforce’s Next Era - The Agentic Enterprise Oct 18, 2025
    Show notes

    Breaking Analysis with Dave Vellante and George Gilbert


    Service-as-Software: The New Control Plane for Business Oct 04, 2025
    Show notes

    Breaking Analysis with Dave Vellante


    Intel - NVIDIA: The Baton Pass to the CUDA Era Sep 20, 2025
    Show notes

    Breaking Analysis with Dave Vellante


    From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth Sep 13, 2025
    Show notes

    Breaking Analysis with Dave Vellante


    Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics Aug 30, 2025
    Show notes

    Breaking Analysis with Dave Vellante


    Cyber is Your #1 Risk and You’re Likely Unprepared Aug 23, 2025
    Show notes

    Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand


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