Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
A cybersecurity harbinger: Oracle front-runs AI model threat with new customer security advisory
SiliconANGLE was able to review an Oracle Corp. security alert that went out to customers this week. We believe it was a direct response to Anthropic PBC’s new Mythos artificial intelligence model, and other frontier models, that significantly lower the cost for attackers to discover exploits. In this Breaking Analysis, we give you our initial ...
BREAKING ANALYSIS
As AI powers Google, what’s next for Google Cloud
The agentic artificial intelligence era is forcing a reset in enterprise architecture. Agents that take action go well beyond analyzing data sitting in lakehouses. When agents operate on behalf of humans – continuously, at machine scale – they introduce requirements that most enterprises are not engineered for. The so-called “modern data stack” is starting to ...
SPECIAL BREAKING ANALYSIS
Nvidia GTC 2026: Jensen Huang’s Groq ‘Mellanox moment’ and the inference land grab
Ahead of Nvidia Corp.’s GTC 2026 this week, we reiterate our thesis that the center of gravity in artificial intelligence is shifting from “How fast can you train?” to “How well can you serve?” Training has ushered in the modern AI era. Inference is where the monetization rubber meets the proverbial payback road. Token economics, ...
BREAKING ANALYSIS
Cloud earnings bring capex clarity, concern and confusion
This winter’s 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, these four firms will spend more than $615 billion in capex this year, an increase of approximately 70% over what was already considered an inflated 2025. Despite strong fundamental artificial ...
BREAKING ANALYSIS
Microsoft investors fret as capital spending and Azure growth decouple
Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors tells a different story, with the stock off double digits from its pre-earnings price. Last quarter, increased capital spending was interpreted as ...
BREAKING ANALYSIS
2026 data predictions: Scaling AI agents via contextual intelligence
More than eight years into the modern era of artificial intelligence, the industry has moved past the awe of generative AI 1.0. The novelty is gone and in its place is scrutiny. Enterprises are less impressed by demos and more impatient about outcomes. Market watchers are increasingly skeptical about vague narratives, and the commentary has ...
BREAKING ANALYSIS
Grading our 2025 enterprise technology predictions
Welcome to this special Breaking Analysis, where we look back and grade ourselves on our 2025 enterprise technology predictions. This is the time of year when we get a flood of predictions from public relations and other thought leaders. As you know, we publish predictions every January: TheCUBE Research does a set, we do a set with ...
BREAKING ANALYSIS
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 graphics processing units, the dominant chips for artificial intelligence. Though the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like central processing units before, have a significantly longer useful life than many claim. ...
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 ...









