Dave Vellante
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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 – ...
ANALYSIS
A new Cisco for the agentic AI era: Ambition, innovation and the burden of proof at Cisco Live 2025
Cisco Systems Inc. hasn’t enjoyed much organic revenue growth in more than a decade. It just rolled into San Diego claiming this year’s Cisco Live is the “most consequential” event in the company’s history. Hyperbole? Maybe. But after three days on-site comprising a Q&A with Chief Executive Chuck Robbins and President and Chief Product Officer ...
BREAKING ANALYSIS
How Dell is riding the AI wave while serving its massive installed base
Dell Technologies Inc.’s founder-led business is one of the most remarkable and under-appreciated stories in tech. Dell Technologies is not particularly sexy, nor does it put forth an earth- shattering vision that bends the mind. Yet it’s a company that has consistently figured out how to ride successive waves without becoming driftwood. And like Hyman ...
BREAKING ANALYSIS
Power-hungry clouds: Inside tech’s most expensive quarter
Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into the hard limits of physics. Access to megawatts, liquid‑cooled racks and a graphics processing unit supply chain that begins and ends with Nvidia Corp. (and Taiwan Semiconductor Manufacturing Co.) are ...
BREAKING ANALYSIS
The long road to agentic AI – hype vs. enterprise reality
At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic artificial intelligence” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges: Most ...
BREAKING ANALYSIS
Google’s cloud play: integrated AI from infrastructure to apps
We predict Google’s overall cloud business will reach $54 billion in revenue this year. Our models indicate that Google Cloud Platform will contribute to more than half of that revenue for the first time ever. Despite this performance, Google faces criticism even with its advanced technology and double-digit growth. The reason? It’s still 2.5 to ...
Nvidia GTC takeaway: AI will follow the data
In his GTC keynote this week, Nvidia Corp. Chief Executive Jensen Huang spoke broadly about artificial intelligence in the context of three vectors: AI in the cloud; AI in data centers (on-premises); AI for robotics (edge). What these three pillars have in common is data lives in each. Data has gravity and is expensive to ...
BREAKING ANALYSIS
Behind the research curtain: The new age of analyst relations in tech
The analyst relations function is undergoing a fundamental transformation. Once dominated by a handful of large research houses, such as Gartner, IDC and Forrester, the market now features a spectrum of independent analysts and influencers. The fast-paced nature of the tech industry, its speed of change, the relentless competition and ubiquity of technology make it ...
BREAKING ANALYSIS
Broadcom momentum sparks renewed investor enthusiasm
Since the generative artificial intelligence awakening, we’ve said consistently that Nvidia Corp. and Broadcom Inc. are the No. 1 and No. 2 AI plays in tech. Since peaking in mid-December of last year, Broadcom shares have been under pressure, down on sympathy with other semiconductor stocks and the general confusion about the economy, tariffs, inflation, jobs, geopolitics, ...
BREAKING ANALYSIS
Investors cool on cloud but CEOs double down
Earnings reports from the big three cloud players disappointed investors this week. All three U.S. hyperscalers fell a bit short of consensus for their cloud revenue in the December quarter and investor reaction has been negative. But squinting through the data, there’s a lot to like about the position of Amazon Web Services, Google Cloud ...