Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Dave Vellante’s Breaking Analysis: The complete collection
Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research. Branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 221 – ...
BREAKING ANALYSIS
From product to platform: How CrowdStrike navigates to durable growth
We believe CrowdStrike Holdings Inc. has re-established growth momentum while still working through the financial and reputational overhang of the July 19, 2024 global outage. The company recently delivered net new annual recurring revenue reacceleration ahead of expectations, showcased strong platform expansion across cloud, identity and next-generation security information and event management, and leaned on ...
BREAKING ANALYSIS
Broadcom vs. Nvidia: Not a zero-sum game
We believe the prevailing narrative that Broadcom Inc. and Nvidia Corp. are locked in a zero-sum battle for artificial intelligence data center dominance is misleading. The reality is these companies are playing very different games. Nvidia has built a vertically integrated compute and software platform that has become the engine of the AI factory era. Broadcom, ...
BREAKING ANALYSIS
Reframing Jensen’s Law: ‘Buy more, make more’ and AI factory economics
We believe the industry’s broad interpretation of Jensen’s Law — “Jensen’s Law accelerates Moore’s Law” — understates a fundamental economic reality of artificial intelligence factories. Nvidia Corp. Chief Executive Jensen Huang’s own language and Nvidia’s operating model point to a financial law of motion for AI factories: When power is the binding constraint and demand is elastic, performance per ...
ANALYSIS
Nvidia CEO Jensen Huang claims $600B in annual capital spending – wait, what?
Nvidia Corp. CEO Jensen Huang repeatedly stated during the company’s second-quarter 2026 earnings call this week that the top four hyperscalers (Amazon Web Services Inc., Google LLC, Microsoft Corp. and Meta Platforms Inc.) would spend around $600 billion in annual capital expenditures — a figure he said had doubled in just two years and was ...
BREAKING ANALYSIS
Decoding Trump’s Intel pivot
President Donald Trump’s 180 on Intel Corp. is at least directionally correct, certainly more so than calling for the ouster of Lip-Bu Tan, Intel’s CEO. But a contemplated investment by the U.S. in Intel, as reported by Bloomberg and the Wall Street Journal, without a significant restructuring of Intel’s entire business, is a recipe for failure ...
BREAKING ANALYSIS
Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution
Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors keep score with cloud growth rates. But this past quarter you had to read the footnotes and the fine print to go beyond the massive investments fueling the ...
SPECIAL BREAKING ANALYSIS
Microsoft earnings: Turning up the heat with Azure, AI and the data center arms race
By all accounts, Microsoft Corp. just delivered one of the most powerful quarters in its history. But this wasn’t just a blowout print, it was a signal that Microsoft is playing a new game. The company’s performance is redefining what hyperscale looks like in the artificial intelligence era. An objective analysis of the Q4 FY2025 ...
BREAKING ANALYSIS
Stablecoins gain legitimacy as crypto finds clarity in the regulatory fog
The stablecoin market is rapidly maturing into one of the most consequential sectors of the digital asset economy. After years of uncertainty, regulatory friction and media skepticism, stablecoins are no longer a speculative curiosity. Rather, they are foundational to the next chapter of programmable finance. Our research suggests that the convergence of policy shifts, institutional ...
BREAKING ANALYSIS
Tech spending remains persistently uncertain
While the Nasdaq seems to reach new highs daily, enterprise tech spending remains persistently cautious at the macro amid continued market uncertainty. That’s not necessarily bad news, but it can be disconcerting to decision makers. Often during transitional cycles, like the one we’re in now, executives don’t want to over-rotate on capital allocations that deliver ...









