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Chief Analyst Dave Vellante from theCUBE Research looks at the latest the earnings reports of the big three cloud providers — AWS, Google Cloud and Microsoft— and the impact on investor sentiment in this week’s Breaking Analysis. Follow theCUBE's live event coverage https://www.thecube.net/ The discussion focuses on cloud infrastructure's challenges, with insights into how these giants are navigating current market demand and future opportunities, particularly in AI, Infrastructure as a Service and Platform as a Service. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Key insights include projections of a significant rise in capital expenditure by major tech firms such as Meta Platforms in the coming years, reflecting their strategic focus on leveraging AI capabilities. Vellante notes that, despite investor concerns, the underlying data suggests strong growth potential, with ETR survey data indicating Google's competitive edge in AI. Check out the latest survey data from ETR https://etr.ai As AI tools become more economically accessible, organizations are likely to invest heavily, as highlighted by Vellante. With these dynamics in play, tech leaders are positioning for substantial long-term gains. Read the full article https://siliconangle.com/2025/02/08/investors-cool-cloud-ceos-double/ 00:00 - Economic Shifts and Future Challenges: Analyzing Tech Giants, AI Demand and Market Dynamics 02:02 - Earnings Reaction and Market Dynamics 05:30 - CapEx Investment Strategies 08:02 - AI Influence in the Cloud Market: Insights from ETR Analysis 13:14 - Final Reflections and Forward Perspectives 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 #theCUBE #BreakingAnalysis #theCUBEresearch #ETR #AI #IaaS #PaaS
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265 | Breaking Analysis | Investors Cool on Cloud as CEOs Double Down

4.2K views

In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. Joining theCUBE Research’s Chief Analyst Dave Vellante today are six of our industry analysts, including: Follow theCUBE's live event coverage https://www.thecube.net/ Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions. Read the full article https://siliconangle.com/2025/02/02/predictions-2025-thecube-researchs-top-analysts/ 00:00 - Exploring Emerging Technologies: Insights and Analysis 02:53 - The Future of Technology and AI Economics: 2025 Predictions and Innovations 06:25 - AI in Consumer Tech 11:04 - Networking's Enhanced Role in AI 14:38 - Ethernet vs. InfiniBand in AI Infrastructure 20:52 - Limits of LLMs for Enterprise ROI 29:08 - Redefining AI Interaction Beyond Browsers 36:58 - Security Implications of Policy Decisions 40:33 - AI and Data Protection: Navigating Developer Roles and Automation For daily news for CIOs, check out our parent publication at https://siliconangle.com/ 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 #theCUBE #BreakingAnalysis #theCUBEresearch #2025Predictions #AI #cybersecurity #AppDev
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264 - Breaking Analysis - theCUBE Research Predictions 2025

4.2K views

In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and Erik Bradley, chief strategist at ETR, present their top tech predictions of 2025. Tech spending is expected to grow by 5.3%, with large enterprises at 4%, CXOs at 6% and Asia Pacific leading at nearly 8%. Security remains a key focus, with platformized tools gaining traction amid rising cyber threats. Follow theCUBE's live event coverage https://www.thecube.net/ Other predictions include agentic AI facing security challenges, while on-prem AI gaining ground over cloud repatriation narratives. AI inference at the edge is set to expand and public cloud revenue is projected to exceed $1 trillion, led by Microsoft. AI is enhancing, not replacing, robotic process automation, with companies such as Microsoft and UiPath at the forefront. IPOs may see a resurgence, with Veeam, Blue Yonder, Snyk and Databricks among potential candidates. Read the full article https://siliconangle.com/2025/01/25/top-10-enterprise-technology-predictions-whats-coming-2025/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ 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 #theCUBE #BreakingAnalysis #ETR #TechPredictions2025 #CXO #security #TechSpending #AI
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263 | Breaking Analysis | Enterprise Technology Predictions 2025

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In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia. Follow theCUBE's live event coverage https://www.thecube.net/ Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively. 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 #theCUBE #BreakingAnalysis #theCUBEResearch #CUBECollective #TechPredictions #DataGang
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262 | Breaking Analysis | Predictions 2025 - Data Renaissance, Agents, LAMs, SAMs & AI Threats

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In Breaking Analysis, theCUBE Research analyst Dave Vellante and Analyst Emeritus David Floyer explore Nvidia’s position at the forefront of a transformative $1.4 trillion market in AI-driven accelerated computing that is could reshape the data center landscape over the next decade. By leveraging extreme parallel processing, Nvidia is rapidly replacing traditional general-purpose computing with GPU-powered systems that integrate hardware, software and an expansive ecosystem of technology partnerships. Follow theCUBE's live event coverage https://www.thecube.net/ This shift is optimizing the entire technology stack, from compute and storage to networking and applications, enabling unprecedented performance and scalability for AI workloads. With its CUDA platform, advanced developer tools and comprehensive software ecosystem, Nvidia maintains a significant competitive edge. Despite challenges such as supply chain dependencies, geopolitical risks and emerging alternatives such as quantum computing, Nvidia’s innovation and leadership position it to dominate this 10-year data center super cycle catalyzed by AI. Read Dave Vellante’s full Breaking Analysis https://siliconangle.com/2025/01/11/nvidia-creating-1-4t-data-center-market-decade-ai/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ 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 #theCUBE #BreakingAnalysis #theCUBEResearch #Nvidia #AI
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261 | Breaking Analysis | How NVIDIA is Creating a $1.4 Trillion Market in Ten Years

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In the latest Breaking Analysis episode, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, senior analyst at theCUBE Research, explore the transformative journey of enterprise software as it evolves toward agentic AI. Follow theCUBE's live event coverage https://www.thecube.net/ Highlighting a decade-long shift, the discussion emphasizes the need to harmonize data, metadata and business logic while adopting governance-focused frameworks over traditional database-centric models. Key innovations include separating compute from data and leveraging open table formats such as Iceberg and Delta to enable seamless data access. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Tools such as Salesforce Data Cloud demonstrate the importance of unifying customer data and shared business logic to eliminate silos. Vellante and Gilbert envision agentic AI as a catalyst for reengineering SaaS, fostering human-agent collaboration and delivering unprecedented productivity gains in a new enterprise software stack poised to mature beyond 2025. Read the full article https://siliconangle.com/2024/12/21/yellow-brick-road-agentic-ai/ 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 #theCUBE #BreakingAnalysis #theCUBEResearch, #AgenticAI #SaaS #Iceberg #Delta
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260 | Breaking Analysis | The Yellow Brick Road to Agentic AI

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This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity and government funding, coupled with strategic partnerships with industry leaders such as TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe. Follow theCUBE's live event coverage https://www.thecube.net/ Facing unsustainable losses, Intel’s Foundry business lacks the scale and cost efficiency to compete with TSMC and other leading companies. The proposed solution involves multi-stakeholder funding from tech giants such as Apple, Amazon, Microsoft and Nvidia, private equity firms and redirected CHIPS Act funding. TSMC would contribute critical expertise, ensuring the new entity’s success over a decade-long timeline. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ This collaborative approach addresses U.S. national security concerns, strengthens the domestic supply chain and safeguards Intel’s future while balancing governance to align with broader industry and geopolitical interests. Read the full article https://siliconangle.com/2024/12/16/bold-plan-spin-revive-intels-foundry-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 #theCUBE #BreakingAnalysis #Intel #theCUBEResearch #TSMC #Samsung #CHIPSAct
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259 | Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business

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In the latest Breaking Analysis episode, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, senior analyst, delve into the key insights from AWS re:Invent, a pivotal event that highlights Amazon's evolving strategy under CEO Matt Garman. The discussion explores AWS' reinforced focus on infrastructure innovation, including advancements in custom silicon and cost-efficient GPUs, alongside a shift toward simplifying services for developers and enterprises. Follow theCUBE's live event coverage https://www.thecube.net/ Vellante and Gilbert analyze AWS' efforts to unify analytics and AI with an improved SageMaker Studio and new AI models such as Nova Canvas and Nova Real, while addressing the company's reduced dependency on Nvidia. With its commitment to developer-centric tools such as Q for Developers, AWS is positioning itself to lead in AI and machine learning innovation while competing against major players such as Microsoft and OpenAI. Read the full article https://siliconangle.com/2024/12/07/aws-reinvent-2024-builder-ethos-embraces-simplicity/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ 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 #theCUBE #BreakingAnalysis # #CloudHyperscalerAWS #AI #LLMs #reInvent
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258 | Breaking Analysis | re:Invent 2024: Builder Ethos Embraces Simplicity

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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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