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Breaking Analysis

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Breaking Analysis with Dave Vellante and George Gilbert 00:00 - Navigating Transformation: From Breaking Analysis to AI-Driven Solutions 02:01 - Rethinking Structure and Certainty: The Role of AI and Determinism 05:17 - Moving Beyond Islands of Applications 07:44 - Evolution of AI: From Service Models to New Software Stacks 10:33 - System of Intelligence as Key Layer 15:15 - Forward Deployed Engineers 17:49 - Bridging Application Silos 21:52 - The Role of Human Expertise 25:23 - Future of Digital Twins 36:02 - Integrating Deterministic and Cognitive Twins 40:14 - Scaffolding and Governance 48:42 - The Impact of AI on Business Models 52:57 - Changes in Hierarchical Organization 56:48 - Conclusion and Preview of Next Session
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315 | Breaking Analysis | How AI Stacks are Rewriting the Rules of Business

4.3K views

Enterprise computing is being rebuilt around the rack, and in the latest Breaking Analysis episode, theCUBE Research’s Dave Vellante and David Floyer dig into why. Vellante and Floyer examine Nvidia’s emerging AI factory model, DPUs, KV caches, semantic databases and the storage and networking changes pushing infrastructure into a new phase. The discussion centers on Floyer’s view that Nvidia is assembling a full-stack enterprise platform, making the rack the new unit of compute. Vellante and Floyer connect frontier-model growth to rising token demand, agentic workflows, semantic recovery, migration strategy, governance, interoperability and the cost, security and operational choices enterprises now face. Read more: https://siliconangle.com/2026/05/10/nvidia-ai-factories-transition-accelerated-computing/ 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 Future: NVIDIA and the Evolution of AI in Markets 02:58 - Blueprints for Financial Success 07:40 - Deep Dive into NVIDIA's Strategy 14:47 - Bridging Deterministic and Probabilistic Systems 28:33 - NVIDIA’s Expanding Portfolio 33:57 - The Role of Networking 41:17 - Storage Revolution 50:09 - Title: "Navigating the AI Revolution: Platforms, Security, Economy, and Future Directions #theCUBE #BreakingAnalysis #theCUBEresearch #NVIDIA #AIFactory #AIInfrastructure #EnterpriseAI
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314 | Breaking Analysis | Nvidia, AI factories and the transition to accelerated computing

6.1K views

In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante and George Gilbert take a look at Google Cloud Next 2026, where the emphasis is less on sudden change and more on steady execution. The conversation zeroes in on Google’s agent platform, the Gemini ecosystem and TPU v8 capacity, framing how these pieces connect to a broader system of intelligence for enterprise AI execution. Gilbert outlines why Google’s vertically integrated stack — from silicon through data and applications — creates a credible path to agent-driven automation. Vellante and Gilbert focus on governance, evaluation loops and incremental migration, showing how enterprises can move from fragmented data systems toward coordinated, agent-enabled service architectures that deliver dependable, business-level outcomes. Read more https://siliconangle.com/2026/04/25/googles-ai-agent-platform-takes-pole-position-work-remains/ 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 Evolution and Google's TPU8 Breakthrough: A New Era in Technology 02:56 - Empowering Business Through Google's AI and Data Integration 06:35 - Google's Transition to Agents Acting on Behalf of Humans 08:56 - Advancing Digital Transformation: Maturing Data Platforms and Enterprise Digital Twins 13:10 - Full Stack Digital Twin: Expertise Refinery 16:18 - Google's System of Intelligence and System of Agency 19:34 - Google's Advantage in AI Data Infrastructure 22:37 - The Importance of Knowledge Graphs in Data Unification 26:54 - Anthropic vs. Google's Agent Platform 31:00 - Coded Agents: Anthropic's Strategy 34:18 - Strategies and Features: Navigating Google's Agent Platform in the Cloud and AI Landscape 38:44 - The Capacity Advantage: GPU Resources and AI 41:58 - Conclusion and Closing Remarks #theCUBE #BreakingAnalysis #theCUBEresearch #GoogleCloudNext #Google #AgenticAI #AIInfrastructure
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313 | Breaking Analysis | Google’s Agent Platform Takes Pole Position but Work Remains

1.9K views

On the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante breaks down Google’s AI-driven cloud strategy using fresh ETR data and market signals. He connects full-stack integration, TPU and GPU economics, and BigQuery innovation to a broader shift toward agentic, always-on execution ahead of Google Cloud Next. Vellante shows how Google’s control of its stack sharpens cost efficiency and enables real-time AI at scale. He highlights strong cloud growth and rising AI spend while pointing to key watch areas, including model roadmaps, infrastructure economics, data platform differentiation and ecosystem expansion. Read the full report https://siliconangle.com/2026/04/18/ai-powers-google-whats-next-google-cloud/ 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 - Strategic Evolution: Google’s Role and Influence in the Agentic Era 02:12 - Google's Strategic Investments: Reinforcing AI Leadership and Market Influence 08:20 - Google Cloud Growth and Financial Performance 10:56 - Comparative Analysis of Hyperscale Cloud Providers 16:35 - AI and Machine Learning as Growth Drivers 20:49 - Expectations for Google Cloud Next 2026 25:41 - Final Reflections and Gratitude 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 #GoogleCloudNext #GoogleCloud #Google #AI
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312 | Breaking Analysis | As AI Powers Google, What’s Next for Google Cloud

6.1K views

Geopolitical dislocations are ripping through the stock market and are filtering down to IT budgets in the form of increased uncertainty. It seems that every quarter of budget optimism is followed with some external event that causes organizations to tighten their belts. Specifically, we’ve seen the increased momentum in January CIO sentiment on spending, pull back as war, oil prices, the threat of inflation and even the prospect of Fed tightening now loom larger. While big tech players continue to spend massively on CAPEX, and the genuine enthusiasm from this month’s Nvidia GTC and RSAC events is still being felt, mainstream enterprises are once again expressing caution in their spending intentions. In addition to economic and world affairs, AI success still eludes most mainstream organizations. Our observation is the tech industry is in the third inning of the AI wave, which started in earnest mid last decade with Deep Mind and other significant research milestones that led to the ChatGPT and subsequent moments such as Claude Code and OpenClaw. Yet organizations are still in the first inning. The data suggests that while virtually all firms are leaning into AI, those realizing ROI at scale remain the minority. While leading thinkers like Jensen Huang advise not focusing on ROI and letting innovation flourish irrespective of hard dollar returns, the reality is in the land of enterprise customers, tangible returns and risk management remain key governors of spending. 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 - Navigating the Intersection of Technology, Economy and AI: An Integrative Overview 02:00 - AI Spending and Economic Uncertainty: Insights from ETR Survey 05:27 - Maximizing Productivity and ROI through AI Integration 08:19 - Navigating AI's Evolution: Challenges and Frontiers 12:39 - Transformative Technologies: Edge and AI-Driven Computational Paradigms 18:03 - Integrating Jensen's Business Model with Final Insights and Gratitude #theCUBE #BreakingAnalysis #theCUBEresearch #TheAgenticGap #AI #ETR #Nvidia
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311 | Breaking Analysis | The Agentic Gap: Vendors Sprint, Enterprises Crawl

5.5K views

This episode of Breaking Analysis previews RSA Conference 2026, RSAC 2026 and examines how artificial intelligence reshapes the security operations center, SOC, and aligns with operating-model realities. Host Dave Vellante of SiliconANGLE welcomes guest Jon Oltsik of theCUBE Research, a principal analyst in residence who focuses on security operations identity and resilience. Oltsik frames the conversation around practical deployments data requirements and vendor claims. Oltsik outlines five key trends: AI SOC agents, continuous threat exposure management, CTEM, cyber resilience, identity-driven security and platform consolidation. They emphasize the importance of realistic deployment pathways data accessibility and accountable vendor evaluation. Oltsik recommends prioritizing high-fidelity telemetry accessible data sources and phased automation for AI SOC capabilities while keeping humans in the loop. They advise treating continuous threat exposure management as an outcome-driven program investing in identity threat detection and adaptive training and approaching platform consolidation selectively based on operational fit and integration maturity. They note that organizations may partner with managed security service providers, MSSP, when consolidation does not meet operational needs. Subscribe for further coverage of RSA Conference 2026 and concise analysis of cybersecurity trends in security operations identity management threat intelligence and AI-driven defenses. 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 - Intro 00:06 - AI in Security: Current Practices and Future Perspectives 04:02 - Advancements in Security Operations: The Role of AI and MSSP Innovations 07:36 - Continuous Threat Exposure Management (CTEM) 10:23 - Data Order and AI Assistance 14:06 - Cyber Resilience: A Practical Guide 18:33 - Identity as the New Perimeter 23:40 - Navigating AI: Adoption Strategies and Dual Roles 30:06 - Platformization vs. Vendor Consolidation 34:43 - The Expanding Cybersecurity Platform Landscape 39:53 - Honorable Mentions and Final Thoughts #BreakingAnalysis #theCUBE #RSAC2026 #AI #theCUBEResearch #CyberResilience #Cybersecurity
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310 | Breaking Analysis | RSAC 2026 preview: AI hype meets operating model reality

3.4K views

On this week’s Breaking Analysis episode from MWC 2026 in Barcelona, theCUBE Research’s Dave Vellante is joined by John Furrier to examine how AI, AI factories and the hyperconverged edge push compute closer to where data is created. Their discussion explores how distributed AI workloads reshape telecom infrastructure and industry strategy. Furrier describes hyperconverged edge platforms that integrate compute, storage, networking and radio into unified systems designed for low-latency AI inference. These architectures support mini AI factories in hospitals, warehouses, retail sites and manufacturing environments, while unified control planes and on-premises GPUs help organizations address sovereignty, security and operational demands. Vellante and Furrier also examine the business implications for telecom providers as the market evolves. Rather than focusing solely on connectivity, operators may shift toward managed AI platforms and service-based revenue models. The conversation highlights a three- to five-year rollout window and the growing importance of sovereignty and cybersecurity for enterprises deploying edge AI. Read more https://siliconangle.com/2026/03/06/telcos-last-chance-edge-becomes-hyperconverged/ 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 - Transformative Technologies and Future Strategies in Telecommunications 02:26 - Revolutionizing Connectivity: AI and Hyperconvergence at the Edge 05:27 - Converged Edge As A Production Environment 10:23 - Shifting Strategies: Overcoming Challenges and Monetizing Change in Telecommunications 14:33 - Redefining Telco Business Models 17:44 - The Hyperconverged Edge Explained 20:58 - Future of Monetization in Telcos 24:46 - Competitive Landscape and Industry Changes 28:01 - Timeframe and Urgency for Change 30:13 - Conclusion and Ending Remarks #theCUBE #BreakingAnalysis #theCUBEresearch #MWC2026 #MiniAIFactories #Telcos #EdgeAI
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309 - Breaking Analysis - AI factories move out- Why the edge becomes hyperconverged

7.1K views

In the latest episode of Breaking Analysis, Dave Vellante and George Gilbert dig into Satya Nadella’s bold claim that SaaS would dissolve into agents — and how that prediction may now threaten Microsoft’s own Office franchise. Vellante and Gilbert examine collapsing SaaS valuations, Anthropic’s rise and whether agents are quietly shifting power away from app-centric software. The conversation centers on Anthropic’s Claude Cowork and the idea of a new work surface where agents create spreadsheets and presentations without relying on traditional apps. Gilbert explains why single-user productivity tools such as Office are uniquely exposed, while multi-user SaaS platforms still require a governed intelligence layer. Vellante and Gilbert close by confronting Microsoft’s dilemma: defend the Office annuity or pivot toward a platform-centric Copilot model built on governance, security and identity. They explore pricing disruption, token economics and outcome-based models, asking whether agents expand total addressable markets — or simply unsettle them. Read more https://siliconangle.com/2026/02/28/satyas-sacrifice-agents-threaten-office-microsoft-responds/ 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 - Navigating the Future: Nadella's Vision and Microsoft's Strategic Crossroads 02:02 - Nadella’s Conundrum: Sacrificing Office's Centrality 05:08 - The Sandworm Effect: Navigating Cyber Threats and Market Dynamics 08:45 - Crafting the Future: Nadella’s Vision and the New Intelligence Frontier 12:58 - Navigating User Dynamics: Rethinking Microsoft's App Paradigms 17:08 - Strategic Disruptions: Evolving Platforms and Agents 23:05 - Pricing in the Agentic Era: A Market Challenge 27:10 - Long-Term Implications: Jobs, Economy and Innovation #theCUBE #BreakingAnalysis #theCUBEresearch #Microsoft #Office #Copilot #Anthropic #AI
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308 | Breaking Analysis | Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds

6.1K 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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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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