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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

7.9K 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

5.9K 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

Investors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a very clear message that demand exceeds supply. Meaning growth is capped by power and components, not pipeline. That creates a weird optics penalty — AWS showing growth in the high teens growth on a $120B-plus run rate and it’s a “concern.” But it also telegraphs future upside as capacity lands and depreciation cycles through. The stealth story is Google. Google Cloud posted a strong print with solid top-line growth and steadily improving operating margin — and GCP (the IaaS/PaaS core) is growing materially faster than Cloud overall - our estimate is nearly 40%. Backlog is building at more than $250M and $1B+ deals are real. As the mix shifts toward AI-heavy, infrastructure-centric workloads, it becomes a tailwind for Google, continues to lag the scale of AWS and Azure. Let’s call it a disciplined scale strategy with less noise. The other common thread is a capex arms race that faces real constraints. All three players said the quiet part out loud — power, sites, servers, power and lead times will dictate who wins AI inference and who monetizes it. Microsoft is capacity-constrained, AWS says “several quarters” to rebalance, and Google raised capex again. This is not a one-quarter story; it’s a multi-year land-and-power grab that will determine margin structures for the next cycle. Meanwhile, the Big three cloud players are on a pace to spend about $240B this year on CAPEX with AI revenue coming in at about 10% of that figure. We clearly have a big hurdle before that massive investment pays back. 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 - Driving Forces and Strategic Investments in Cloud Expansion 02:46 - Decoding Cloud Dominance: Leadership and Market Dynamics 07:00 - Microsoft Azure Deep Dive 09:34 - AWS Market Position 13:05 - GCP's Competitive Strategy 16:29 - AI and Cloud Spending Trends 19:58 - Analyzing Future Cloud Market Trends 27:05 - ETR Spending Data Insights 33:30 - Closing Thoughts and Future Prospects #theCUBE #BreakingAnalysis #theCUBEresearch #CloudQuarterly #MicrosoftAzure #AWS #Google
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5DMkM0MjQ3OTgwQzBCMEZB

286 | Breaking Analysis | Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution

600 views

Jamie Dimon isn’t building ChatGPT — but he’s sitting on something potentially more powerful. In this episode of Breaking Analysis, Dave Vellante teams up with George Gilbert to explore why enterprise data may be the real crown jewel in the AI race, especially for banks such as JPMorgan Chase. Vellante and Gilbert trace how we’ve moved from consumer-facing AI to a new phase defined by enterprise agents and digital twins. They argue that Dimon could outmaneuver players such as Sam Altman of OpenAI by using JPMorgan’s deep proprietary data, sidestepping foundation model limitations and unlocking unique business value that general AI models can’t touch. The conversation digs into why companies that tailor AI to their own data — rather than relying solely on public models — may hold the long-term advantage. With AI labs facing economic strain and cloud providers pushing standardization, Vellante and Gilbert sketch a roadmap for how enterprises can reclaim control through digital twins and agentic frameworks. Read more https://siliconangle.com/2025/08/03/jamie-dimon-becomes-sam-altmans-biggest-competitor/ 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 the AI Landscape: From Competition to Consumer Solutions 05:04 - Technical Infrastructure Changes 09:21 - Economics of Scaling AI Models 13:40 - Advancements and Hurdles in Machine Learning: Data, Training and Reinforcement Dynamics 21:58 - Agents in Software Engineering 29:54 - Digital Twin Data Layer 41:54 - Real-World Modeling with Gaming 50:59 - Enterprise Architecture Impact 59:16 - Competitive Landscape in Enterprise AI 1:02:39 - Conclusion #theCUBE #BreakingAnalysis #theCUBEresearch #OpenAI #JPMorgan #EnterpriseAI #AICompetition
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5BRjY4NjdBRjA5RTdCMUMx

285 - Breaking Analysis - How Jamie Dimon Becomes Sam Altman's Biggest Competitor

7K views

In this episode of Breaking Analysis, Dave Vellante leads an engaging investigation into the dramatic rise of stablecoins within the evolving crypto arena. Regulatory momentum is giving stablecoins newfound credibility, and Vellante asserts they’re transitioning from niche tools to critical infrastructure reshaping global financial flows. With insights from Tom Lee, chief envestment officer of Fundstrat, Vellante explores how stablecoins integrate decentralized finance, institutional banking and programmable money — especially on Ethereum. The analysis examines emerging legislation such as the GENIUS Act and how increased regulatory clarity is beginning to transform market dynamics across the broader crypto ecosystem. Vellante emphasizes the impact of shifting policy and U.S. treasury backing on institutional adoption. He argues that stablecoins are extending the U.S. dollar’s global influence and unlocking legitimacy for crypto. Lee dubs this stablecoins’ “ChatGPT moment,” where legal clarity unleashes new innovation and opportunity. Read More https://siliconangle.com/2025/07/26/stablecoins-gain-legitimacy-crypto-finds-clarity-regulatory-fog/ 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 - Understanding Stablecoins: From Basics to Policy Implications 02:04 - Insights on Crypto: A Conversation with Tom Lee and the Significance of Stablecoins 04:42 - Policy Changes: Trump vs. Biden 07:55 - Regulatory Evolution and the GENIUS Act: An Overview 12:43 - CLARITY Act and Future Legislation 16:27 - Financial Strategies and Global Influence 21:19 - Integrating FinTech: Opportunities and Risks 27:40 - Conclusion and Future Outlook #theCUBE #BreakingAnalysis #theCUBEresearch #stablecoins #cryptocurrency #Ethereum #MarketInsights
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS41RjU0OTVCQThDNUUwQzBD

284 | Breaking Analysis | Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog

2.4K views

In this episode of Breaking Analysis, theCUBE Research’s Dave Vellante unpacks the persistent uncertainty hanging over tech spending. Despite waves of innovation, enterprise investment remains cautious. With macroeconomic signals still flashing yellow, Vellante explores how companies are reassessing priorities and why AI spending, while hyped, isn’t immune to second thoughts and scrutiny. Vellante draws from the latest theCUBE Research and ETR data to examine where dollars are flowing and stalling. The conversation touches on operational resilience, AI hesitancy and how geopolitical tension shapes decision-making. With commentary from experts such as Christophe Bertrand, the episode offers grounded insight into how tech leaders are managing risk while eyeing opportunity. Vellante also tackles the real concerns shaping today’s IT budgets, from cyber risk to vendor consolidation. Vellante highlight the strategic tension between short-term wins and long-term innovation, especially around AI. In a market where uncertainty is the only constant, Vellante makes clear: smart tech bets require sharper data and clearer vision. 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 - Tech Spending: An Overview of Trends and Patterns 02:00 - Declining Growth: Economic Influences on IT Investments 04:31 - Navigating Geopolitical and Cybersecurity Resilience 08:43 - Evolving IT Strategies: The Role of AI in Cybersecurity and Budgeting 11:17 - Navigating the Interplay of IT Spending, Cloud Dominance and AI Impact 13:54 - Emerging Trends in AI Investment 16:27 - AI's Future: Economic Impact and Strategic Guidance for Organizations #theCUBE #BreakingAnalysis #theCUBEresearch #ETR #cybersecurity #AI #MarketInsights
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5EREU0QjZERDMzRDBGNTMz

283 | Breaking Analysis | Tech Spending Remains Persistently Uncertain

5.6K views

In this week’s Breaking Analysis, Dave Vellante teams up with George Gilbert to unpack the latest wave of innovation from Databricks’ Data + AI Summit. They zero in on Ali Ghodsi’s vision for artificial general Intelligence and how Databricks’ evolving data stack might shape enterprise AGI for years to come. Gilbert digs into the core of Databricks’ strategy, outlining a three-layer approach — MLOps, systems of intelligence and systems of agency. He contrasts Databricks’ ambition with Snowflake’s positioning, surfacing a battle not just for market share but for how modern data platforms define enterprise operating models. Together, Vellante and Gilbert highlight how tools such as Genie, Unity Catalog, and Agent Bricks reflect a deeper shift in software design. This isn’t just about analytics, it’s about turning data into autonomous action. For them, the AGI race hinges on semantics, governance and the ability to create intelligent agents from trusted enterprise data. 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 - Intro 00:06 - Unveiling Insights: An Overview of App Development 03:26 - Platform Engineering and Developer Innovation 05:52 - AI's Role in Developer Productivity 09:56 - Embracing Sustainable Software Practices 15:49 - FinOps and Platform Strategy 19:53 - Embracing Change: Insights and Reflections on Hybrid Operating Models #theCUBE #BreakingAnalysis #theCUBEresearch #AGI #Databricks #Snowflake #AI
YouTube Video UExlbmgyMTNsbG1jWk1UUlpLam5Bd2VzU0NpdUxRVDIxRS5CNEFEOUNDRUMzMjVGMjc2

281| Breaking Analysis| Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage

7.1K 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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Dave Vellante Co-CEO + Chief Analyst
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Shelly Kramer Managing Director + Principal Analyst
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David Linthicum Principal Analyst
George Gilbert Senior Analyst
David Floyer Analyst Emeritus

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