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How sustainable is the hyperscale AI spending surge — and who really benefits? In the latest Breaking Analysis episode, theCUBE Research’s Dave Vellante examines winter 2026 earnings from Meta, Microsoft, Alphabet and Amazon, unpacking what accelerating capital expenditures signal for cloud and AI infrastructure. Dave breaks down AWS, Azure and Google Cloud performance, explaining how growth, margin pressure and competitive dynamics are evolving in real time. Vellante highlights Nvidia’s pivotal role in the AI stack and analyzes why its influence continues to expand as enterprises scale compute-intensive workloads. Featuring insights from Matt Garman of AWS, the episode explores pricing strategy, custom silicon innovation and the broader tension between AI ambition and rising cost structures. Vellante frames a market where disciplined execution — not just massive spend — determines long-term advantage. Read more https://siliconangle.com/2026/02/08/cloud-earnings-bring-capex-clarity-concern-confusion/ 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 - AI Developments and Financial Insights: Earnings, Investments, and Market Reactions 02:52 - Strategic Insights: AWS Market Dynamics and AI Integration 06:15 - AWS's Custom Silicon and Trainium 10:00 - Google and NVIDIA Partnership 16:06 - Google Cloud's AI Growth 18:37 - AI and Cloud Market Analysis 22:24 - Semiconductors in Cloud Developments 26:16 - Closing Thoughts #theCUBE #BreakingAnalysis #theCUBEresearch #AWS #GoogleAI #MicrosoftAzure #CloudCapEx #Nvidia
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305 | Breaking Analysis | Cloud earnings bring clarity, concern and confusion

2.6K views

In the latest Breaking Analysis, Dave Vellante takes a clear-eyed look at Microsoft’s Q2 2026 earnings and asks the question investors are really wrestling with: if the numbers look good, why the selloff? He cuts straight to the tension between rising capital spend and slowing Azure growth — and why that gap is rattling markets. Vellante breaks down theCUBE Research view on Microsoft’s capex surge and what it signals about AI economics. He pulls threads from Satya Nadella’s earnings call, unpacking how AI infrastructure weighs on margins and why concepts such as token factories hint at where cloud and application value is heading next. To wrap it up, Vellante zooms out. Drawing on Enterprise Technology Research data, he weighs short-term investor nerves against longer-term strategy. His take: Microsoft is betting on an AI-driven model where scale matters, patience is required and the payoff may favor those already positioned to win big. Read more https://siliconangle.com/2026/02/01/microsoft-investors-fret-capital-spending-azure-growth-decouple/ 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 - Microsoft: Financial Success and Future Vision 05:12 - Azure and Capital Expenditure Details 10:23 - Analyst Concerns and Microsoft’s Prioritization 12:53 - ETR Insights on Microsoft 17:21 - Cloud Market Competitors 21:02 - Market Share and Growth Projections 23:39 - Final Thoughts and Future Perspectives #theCUBE #BreakingAnalysis #theCUBEresearch #Microsoft #Azure #AI #ETRInsights
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304 | Breaking Analysis | Microsoft Q2 '26 - Investors Fret as CAPEX & Azure Growth Decouple

5.7K views

In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante and ETR’s Erik Bradley examine where enterprise technology is headed in 2026. Drawing on theCUBE Research and ETR data, they focus on signals that matter now, separating durable trends from noise and grounding predictions in how enterprises are actually investing and operating today. Vellante and Bradley walk through ten data-backed predictions shaping enterprise tech in 2026. The discussion covers IT spending momentum, AI’s expanding influence on infrastructure decisions and where emerging platforms are creating pressure across enterprise stacks, with survey insights from global technology leaders keeping the outlook practical and measurable. Bradley highlights cautious optimism around IT growth, while both explore AI’s growing impact on ROI and productivity across Global 2000 companies. They unpack Nvidia’s market position, shifts in SaaS pricing models and the workforce implications of AI adoption, framing 2026 as a year defined by execution rather than experimentation. Read more https://siliconangle.com/2026/01/25/enterprise-technology-predictions-whats-coming-2026/ 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 - Future Trends in IT Investment 05:43 - AI ROI in 2026 08:10 - Nvidia's Competitive Edge 13:40 - Data Gravity and Platform Incumbents 16:52 - Enterprise AI and LLMs 21:10 - Google Cloud's Growth 26:34 - SaaS Model Evolution 32:16 - Novel Security Breaches Prediction 36:02 - Technological Shifts: Economic Impacts and Future Outlook #theCUBE #BreakingAnalysis #theCUBEresearch #ETR #TechPredictions2026 #Nvidia #SaaSTransformation
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303 | Breaking Analysis | Enterprise Technology Predictions 2026

7.2K views

Breaking Analysis with Dave Vellante, Sanjeev Mohan of Sanjmo, Tony Bear of DB Insight, Dave Menninger of ISG Research, Kevin Petrie of BARC, and Andrew Brust of Blue Badge Insights 00:00 - Transformative Journeys: The Rise and Integration of AI 02:35 - Analysis of AI Spending Trends 04:59 - Rising Momentum in AI Adoption 09:27 - Tech Giants and their AI Positioning 14:52 - Reviewing Past Predictions: Analysts' Performances 18:17 - AI Agent Scaling and Context Challenges 24:12 - The Role of Semantic Layers 32:12 - Transition of SaaS and the Rise of Services 40:14 - Evaluating OpenAI's Position and Future Risks 49:44 - Governance as a Barrier to AI Deployment 55:31 - Envisioning the Future: Opportunities and Reflections in Enterprise AI
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302 | Breaking Analysis | 2026 Data Predictions: Scaling Agents via Contextual Intelligence

6.3K views

In this episode of Breaking Analysis, theCUBE Research’s Dave Vellante examines how Nvidia is reshaping the economics of AI factories. Broadcasting from Palo Alto and Boston, the conversation blends theCUBE and ETR insights, reflecting on signals and strategies emerging from CES 2026. Vellante is joined by analyst David Floyer to unpack Nvidia’s latest strategic moves. Together, they draw a strong parallel between the Intel and Microsoft era under Moore’s Law and Nvidia’s current position in AI. The discussion connects fresh announcements to long-running technology power shifts and competitive playbooks. The analysis zeroes in on performance gains, including a fivefold throughput increase explained through the Jevons paradox. Vellante and Floyer assess what this means for competitors such as Intel, AAMD and hyperscalers. Their takeaway is blunt: align with Nvidia’s momentum or risk an endless, Sisyphus-like climb. 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 - Shaping the Future: AI Factories, Industry Giants and Technological Evolution 02:02 - Transformative Technologies: NVIDIA's Impact on AI and System Design 05:33 - Optimizing Performance: Navigating Technology, Paradoxes and Advanced Theories 09:29 - The Economics of AI Factory Performance and Throughput 13:19 - Competitors' Landscape: Challenges and Opportunities 18:36 - Geopolitical Risks: Implications for NVIDIA and Competitors 24:20 - AMD's Position in the Competitive Space 30:22 - AI Silicon Specialist Insights and Focus on Edge 39:12 - The Role of OEMs and AI Strategies for Customers 44:53 - Final Thoughts on AI Token Adoption and Corporate Value #theCUBE #BreakingAnalysis #theCUBEresearch #Nvidia #AI #CES2026
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301 | Breaking Analysis | Nvidia Resets the Economics of AI Factories, Again

4.2K views

In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many believe is the greatest business in the history of the technology business. 00:00 - AI Disruption and Market Dynamics: A Comprehensive Analysis 02:45 - Why TPUs Do Not Break Nvidia's AI Factory Moat 06:29 - TPUs vs. GPUs - Capability and Market Position 10:48 - CoWoS Technology and Capacity Constraints in AI Chips 16:28 - Gavin Baker's Insights on Nvidia and AI Market Dynamics 21:07 - Navigating Economic Pressures: Google's Strategic and Innovative Advertising Challenges 25:06 - Google’s Innovator’s Dilemma Explained 28:17 - Costs and Efficiency of AI-Based Search Models 33:45 - Nvidia vs. Google: AI Chip Production and Pricing 39:17 - Strategic Shifts in AI Search and Revenue Models 44:15 - Future Outlook: Leadership and Dynamics in the AI Industry
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300 | Breaking Analysis | Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI

9.2K views

In this special breaking analysis where we look back and grade ourselves on our 2025 enterprise technology predictions. 00:00 - 2025 Tech Landscape: Predictions and Insights 02:41 - Future Directions in AI and Cloud Technology 05:20 - Future Innovations in AI and Cloud Technology 07:57 - Title: "Future Financial and Technological Landscapes: Market Trends, Data Dynamics, and Workforce Evolution 11:39 - Closing Remarks and Future Predictions
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299 - Breaking Analysis- Grading our 2025 Enterprise Technology Predictions_v2.mp4

5.9K views

On the latest Breaking Analysis, Dave Vellante and George Gilbert examine AWS re:Invent 2025 and Amazon’s clear pivot toward practical enterprise AI. They frame Worker Bee AGI as a strategic counter to frontier-model hype, asking what operational, scalable intelligence really looks like inside modern organizations today across industries and teams. Vellante and Gilbert also discuss agentic scaffolding, customizable models and AWS’s move toward service as software. AWS prioritizes enterprise flexibility over one-size-fits-all models, positioning differentiated infrastructure and tooling as the real battleground for applied AI inside complex business environments at scale today for customers globally, Gilbert explains. Sustainable AI progress comes from data alignment, economics and outcomes, not moonshot models, according to Vellante and Gilbert. Gilbert underscores why Worker Bee AGI favors repeatable value, while Vellante connects AWS’s strategy to enterprise reality, where AI succeeds only when it fits business workflows and governance requirements at scale enterprise wide. Read more https://siliconangle.com/2025/12/08/worker-bee-agi-aws-betting-practical-agents-not-messiah-agi/ 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 - AI Innovations and Strategies at AWS re:Invent 2025 02:36 - Navigating AI: Overcoming Business Challenges and Shaping Future Models 09:20 - Technology Transformation vs. Operational Shifts 16:12 - The Role of Data Platforms in Breaking Silos 27:49 - Mapping AWS Innovations Onto Software Stacks 43:03 - Debating the Power of GPUs vs. Infrastructure Smart Strategies 52:54 - Advancements and Foundations in AI Enterprises 1:02:51 - Analyzing the Bursting of AI Bubbles and Future Predictions #theCUBE #BreakingAnalysis #theCUBEresearch #AWSreInvent #WokerBeeAGI
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298 | Breaking Analysis | Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI

6.2K 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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