Breaking Analysis with Dave Vellante

Breaking Analysis with Dave Vellante

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Breaking Analysis with Dave Vellante episodes

December 06, 2025 Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
1 hr 6 min
November 24, 2025 Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
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.
11 min
November 08, 2025 Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
48 min
October 27, 2025 AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
49 min
October 18, 2025 Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
34 min
October 04, 2025 Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
47 min
September 20, 2025 Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
34 min
September 13, 2025 From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante
18 min
August 30, 2025 Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics
Breaking Analysis with Dave Vellante
26 min
August 23, 2025 Cyber is Your #1 Risk and You’re Likely Unprepared
Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand
42 min

About Breaking Analysis with Dave Vellante

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

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