Breaking Analysis

with Dave Vellante

About the podcast

Dive into tech news and cutting-edge insights on current technology topics with Breaking Analysis hosted by Dave Vellante.

Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and theCUBE Research communities.

The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set.

episodes

Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum

We attended both NVIDIA GTC and Broadcom’s investor day this week where the AI platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms

Breaking Analysis: Navigating NVIDIA & the AI Trade – Sell, hold or double down?

Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from here? In this Breaking

216 | Breaking Analysis | Intel Foundry is a bold bet filled with uncertainty

As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in the AI era. But his strategy is dependent upon the success of Intel both as a designer and a leading manufacturer of advanced chips.

Breaking Analysis: Slicing the Gordian Knot – A leap to real-time systems of truth

In order to support the vision of the sixth data platform, i.e. a capability that allows a globally consistent, real time, intelligent digital representation of a business, we believe the industry must rethink the single system of truth. Specifically, we envision a new data platform that marries the best of relational and non-relational capabilities and breaks the multi-decades tradeoffs between

214 | Breaking Analysis | Enterprise technology predictions 2024

Predictions about enterprise tech have never been more uncertain. Predictions become even more challenging when you try to make forecasts that are measurable. Generally, our belief is we should be able to look back a year later and say with some degree of certainty whether the prediction came true– ideally with some quantifiable evidence to back that up. In this

Breaking Analysis: Grading our 2023 enterprise technology predictions

Predictions about the future of enterprise tech are streaming to our inboxes, literally by the thousands. Most are thoughtful and we will review those prior to publishing our 2024 predictions later in January. As is our tradition, we try to make our own predictions more challenging by citing forecasts that are measurable and have either a numeric tied to them

Breaking Analysis: The rise of observability and why it matters to your business

The rapid awareness and adoption of AI has increased concerns around security, governance, compliance and business risk. The digital business imperative to improve customer experience combined with a vastly more complex technology environment, comprising multiple clouds, IoT, containers, app integration and the popularity of open source, are driving need for better observability across technology stacks. But fragmented IT environments, lack