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Breaking Analysis

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Breaking Analysis with Dave Vellante 00:00 - Transforming the Modern Ecosystem: From Data Centers to AI Factories 02:37 - Blueprinting the AI Factory: Definitions and Architectures 06:44 - The Impact of AI on IT Infrastructure 11:59 - Networking in AI Factories 18:32 - Data Center Build-out and AI Revolution Forecast 23:52 - Economic Implications and Revenue Forecasting for AI Factories 33:47 - Importance of Open Standards for AI Interoperability 43:19 - The Evolution and Future of AI Factories: Insights and Perspectives
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS43Q0UyODJENjc3NDRCODU0

296 | Breaking Analysis | AI Factories - Data Centers of the Future

5.8K views

In this episode of Breaking Analysis, Dave Vellante is joined by George Gilbert and Paul Nashawaty to unpack Salesforce’s bold pivot toward the agentic enterprise. Recorded during Dreamforce 2025, the conversation examines how Salesforce is evolving its AI-powered service-as-software vision, redefining productivity, automation and customer intelligence across its expanding ecosystem. Gilbert highlights how Salesforce is building a foundation for scalable, intelligent operations that rely on AI agents to streamline workflows and elevate decision-making. Together, the analysts discuss the company’s move beyond traditional SaaS models — toward adaptive systems that deliver measurable outcomes through embedded AI, governance and low-code innovation. The team explores Salesforce’s Agentforce 360 platform as a key proof point, spotlighting how agent observability and analytics are becoming mission-critical for AI-driven enterprises. Gilbert describes the transition as a defining moment for Salesforce, echoing Marc Benioff’s ambition to replicate the company’s SaaS dominance in this new era of agentic systems and intelligent engagement. Read more: https://siliconangle.com/2025/10/18/salesforces-next-era-agentic-enterprise/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Introduction to Salesforce's AI Evolution and the Emergence of a New Operations Layer 02:48 - Dominating the Digital Frontier: Transformative Strategies and Technologies 07:50 - Intel on System of Intelligence 11:01 - Mapping Agentforce 360 Platform 13:35 - Developer's Perspective: Paul Nashawaty 20:53 - Developer Tooling Highlights 24:59 - Understanding Observability and Competitive Dynamics 29:52 - Closing Thoughts #theCUBE #BreakingAnalysis #theCUBEresearch #Salesforce #AgenticEnterprise #AI #DataCloud
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS4yM0YxNkQ4MTExRjg4RUI2

295 | Breaking Analysis | Salesforce’s Next Era - The Agentic Enterprise

6K views

In the latest episode of Breaking Analysis, Dave Vellante and theCUBE Research team unpack how data protection strategies are evolving in the age of artificial intelligence. Christophe Bertrand leads the discussion, joined by Scott Hebner, Jackie McGuire, Bob Laliberte and Paul Nashawaty, examining how AI reshapes the fundamentals of governance, trust and risk. Bertrand reveals new insights from theCUBE Research’s latest study, showing how enterprises are struggling to safeguard AI-generated data. Laliberte discusses the role of network architecture, while McGuire highlights the compliance blind spots emerging as data volumes and regulations surge. Together, the analysts chart a roadmap toward achieving a zero-loss enterprise. Key findings point to a critical reality: 70% of organizations protect less than half of their AI-generated data. The analysts emphasize stronger governance frameworks, transparent AI practices and infrastructure readiness. Their conclusion is clear — in this new economy, companies that align data protection with intelligent automation will gain the lasting advantage. Read more https://siliconangle.com/2025/10/12/zero-loss-enterprise-data-resilience-ai-service-layer/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Exploring the Intersection of AI and Data Protection: Insights and Implications 03:15 - Transforming IT: Cyber Resiliency and Developer Perspectives 07:37 - Navigating AI: Adoption, Observability and Implementation Challenges 14:08 - The Strategic Role of Networks in AI 18:19 - Data Compliance and Retention Challenges 22:47 - The Importance of Backing Up AI Data 25:44 - Leveraging AI for Data Protection 29:12 - The Future of Data Protection Investment 32:51 - Trust and Governance in AI 35:48 - Responsible AI Governance: Conclusions and Acknowledgments #theCUBE #BreakingAnalysis #theCUBEresearch #Cybersecurity #DataManagement #EnterpriseAI #MarketInsights
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS4zQTkyMjEwN0U0QkU3RDg5

294 | Breaking Analysis | The Zero-Loss Enterprise - Data Resilience as an AI Service Layer

6K views

In this episode of Breaking Analysis, theCUBE Research’s Dave Vellante, George Gilbert, Paul Nashawaty and Savannah Peterson discuss how the “service-as-software” model is redefining enterprise strategy in the AI era. The conversation centers on how this framework transforms application development, operational control and business alignment for organizations navigating AI-driven markets. Peterson and Nashawaty explore how enterprises are harmonizing fragmented automation systems into dynamic, build-to-order workflows for knowledge work. Along with Vellante and Gilbert, their insights highlight how service-as-software is creating a new control plane — reshaping the relationship between innovation, efficiency and governance across enterprise ecosystems. The analysts emphasize the rise of a winner-take-most dynamic driven by smarter automation and adaptive data strategies. They agree that those who modernize fast will thrive as AI, edge computing and governance evolve in tandem — making this transformation essential for maintaining competitive edge and long-term sustainability. Read the latest Breaking Analysis https://siliconangle.com/2025/10/04/service-software-new-control-plane-business/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Transformative Business Strategies in the AI and Technology Era 02:30 - Harmonizing Islands of Automation 05:23 - Unified Data and System Intelligence 10:01 - Challenges with Islands of Data 17:15 - Evolving Technology Stacks 24:05 - New Operational Model for Knowledge Work 30:12 - Transformation Through Digitally Encoded Expertise 36:35 - Human Element in the Agentic Era 39:32 - Future Challenges and Opportunities with Service as Software 44:25 - Closing Thoughts and Future Insights #theCUBE #BreakingAnalysis #theCUBEresearch #AI #SaaS #security #governance
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5DNzNDRDE1NzhGODQzODI2

293 | Breaking Analysis | Service-as-Software: The New Control Plane for Business

7.2K views

In this episode of Breaking Analysis, theCUBE Research’s Dave Vellante and David Floyer talk about the Intel–Nvidia pact, framing it as a handoff in the race to the next era of computing. Nvidia extends its moat into the x86 ecosystem, while Intel gets a $100 billion TAM boost and renewed relevance through CUDA. Vellante and Floyer discuss the deal’s economic and strategic impact. They highlight how joint x86 CPUs fused with Nvidia GPUs reshape opportunities across PCs and data centers. The discussion also examines Foundry skepticism, AMD’s precarious position, ARM’s resilience and the cloud providers’ delicate relationship with Nvidia’s growing dominance. The conversation closes on the broader stakes. Nvidia emerges as the new Intel for the AI era, with CUDA cemented as the de facto standard. Intel finds a lifeline, AMD faces risks and enterprises gain a bridge for AI adoption. Vellante and Floyer call it a rare win-win-win in tech history. Read more: https://siliconangle.com/2025/09/20/intel-nvidia-baton-passes-cuda-era/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Unveiling the Future: Insights into the Intel-NVIDIA Partnership and Its Economic Impact 02:57 - Strategic Insights: Lessons from the Past and Future Forecasts 07:29 - x86 TAM Analysis and NVIDIA's Market Penetration 09:52 - Data Center and Enterprise AI Opportunities 12:52 - Revenue Analysis of Intel, NVIDIA and AMD 15:57 - Future Market Dynamics and AMD's Challenges 21:23 - ARM and Hyperscalers Reactions 24:36 - Corporate Implications and Risks 27:02 - Conclusion and Final Thoughts #theCUBE #BreakingAnalysis #theCUBEresearch #Nvidia #Intel #CUDA
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS43MzBFRTZDMUM3OTY2RjQ4

292 | Breaking Analysis | Intel - NVIDIA: The Baton Passes to the CUDA Era

6K views

In the latest Breaking Analysis, theCUBE Research’s Dave Vellante takes a look at Jensen’s Law, reframing it through the lens of AI factory economics. He explains how this shift highlights a deeper economic reality, where technology investments drive efficiency, growth and competitive advantage across power-limited data center environments. Vellante focuses on Nvidia’s operating model, which prioritizes performance per watt and cluster-level efficiency. He explores how these factors not only increase monetizable throughput but also reduce unit costs, offering a clear picture of how AI factories transform infrastructure economics. The episode unpacks why tokens per watt matter as the new optimization metric for AI factories. The essence of Jensen’s Law is simple: invest more to grow more, save more and unlock utilization gains, according to Vellante. Nvidia’s examples underscore how efficiency creates momentum, reshaping strategies for enterprise AI infrastructure. Check out the full Breaking Analysis https://siliconangle.com/2025/08/30/reframing-jensens-law-buy-make-ai-factory-economics/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Exploring Jensen's Law: Its Impact and Applications in AI Development 02:00 - Optimizing Performance: Nvidia's Efficiency and Jensen's Vision 05:29 - Economics of AI Factories 08:05 - Math Behind Jensen's Law 11:31 - AI Factory Metaphor and Economics 14:57 - Real-World Applications: Networking and Efficiency Impact 19:23 - Investor Implications 22:49 - Reframing Perspectives on Jensen's Law: Metrics, Conclusions, and Acknowledgments #theCUBE #BreakingAnalysis #theCUBEresearch #JensensLaw #Nvidia #AIFactories #AIInfrastructure
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS4xREVBMTg1ODg1M0JCQUE1

289 | Breaking Analysis | Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics

8.8K views

In this episode of Breaking Analysis, Dave Vellante teams up with Christophe Bertrand to examine the urgent issue of cybersecurity risk. They stress why it remains the top concern for enterprises, digging into the gaps that leave critical systems exposed despite rising awareness across the industry. Bertrand shares survey results from the recent Cyber Resiliency Summit, revealing troubling shortcomings in preparedness. The discussion highlights where organizations are failing, especially in data governance, protection and quality. Cyber resilience is more than technology — it requires comprehensive strategies that strengthen defenses while enabling operational continuity, Vellante and Bertrand emphasized. One of the most striking insights is that nearly two-thirds of organizations surveyed have suffered cyberattacks with major financial consequences. There is a need for integrated approaches spanning application security, infrastructure safeguards and AI-driven defenses, according to Bertrand. Read more https://siliconangle.com/2025/08/23/cybersecurity-no-1-risk-youre-likely-unprepared/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Emerging Trends and Challenges in Cybersecurity 02:58 - Evaluating Cyber Disruption: Objectives, Attributes and Costs 07:05 - Identifying Infrastructure Weaknesses 09:11 - Streamlining Incident Management: Safeguarding Mission-Critical Data Amid Alert Overload 14:59 - Data Loss and Recovery Challenges 17:55 - A Sobering Look at Recovery Timelines 26:21 - Navigating Shared Security Responsibilities and Emerging AI Threats in Cloud Computing 30:21 - The State of Data Protection Vendors 37:06 - Convergence and Conclusions: Integrating Cybersecurity, Data Protection and Future Insights #theCUBE #BreakingAnalysis #theCUBEresearch #cybersecurity #BusinessResilience #CyberRisk #DataProtection
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5CNzAzQzRDMkI3QThEQzZB

288 | Breaking Analysis | Cyber is Your #1 Risk and You’re Likely Unprepared

6K views

In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante takes a hard look at Intel’s turbulent moment and the political forces shaping its future. With Donald Trump signaling support for a U.S. investment in Intel, Vellante talks about what government backing could mean for both the company and the broader semiconductor landscape. Vellante zeroes in on the challenges Intel faces, particularly within its Foundry business. He explains how a potential national stake might align with security priorities while still leaving core issues unresolved. Drawing on insights from theCUBE Research and industry experts, the discussion frames Intel’s crossroads as both a business problem and a national priority. The highlight of this analysis is Vellante’s proposal to spin out Intel’s Foundry. By separating the business, he argues, Intel could attract the right capital and expertise, while positioning the United States for leadership in advanced chip manufacturing. Government involvement must ensure strategic alignment with national interests to truly change Intel’s trajectory, he emphasizes. Read more https://siliconangle.com/2025/08/16/decoding-trumps-intel-pivot/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications. https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E 00:00 - Navigating Challenges and Opportunities: Intel's Strategic Evolution 02:00 - Navigating Market Dynamics: Analyzing Volume, Innovation, and Financial Strategies 04:40 - Historical Context and Financial Shifts 07:16 - Strategic Realignment and Spin-Off: Restructuring the Foundry Segment 11:19 - Strategic Volume Commitments in the Tech Industry 14:20 - Synthesis of Strategic Rationale and Domestic Manufacturing #theCUBE #BreakingAnalysis #theCUBEresearch #Intel #Semiconductors #CHIPSAct #TSMC
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS45QzM0OUZCRDUyMTgwREVG

287 | Breaking Analysis | Decoding Trump’s Intel Pivot

7.3K views

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Podcasts

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

Unlock cybersecurity insights with the SecurityANGLE podcast — a deep dive into the latest digital defense trends with Shelly Kramer.

TheCUBE’s AnalystANGLE hosted by Rob Strechay. videos dive into the world of technology through the expert lens of TheCUBE Research analysts.

Road to Intelligent Data Apps , theCUBE Research analysts Shelly Kramer and George Gilbert explore why intelligent data apps are the next frontier.

Explore the core of enterprise tech with John Furrier and Dave Vellante on theCUBE Pod —tackling the most pressing topics and delivering expert insights.

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Analyst Directory

Dave Vellante Co-CEO + Chief Analyst
John Furrier Co-CEO + Executive Analyst
Shelly Kramer
Shelly Kramer Managing Director + Principal Analyst
Rob Strechay Managing Director + Principal Analyst
Bob Laliberte Principal Analyst
David Linthicum Principal Analyst
George Gilbert Senior Analyst
David Floyer Analyst Emeritus

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