Claim OwnershipBreaking Analysis with Dave Vellante
Subscribed: 26Played: 1,142
Subscribe
© 2026 Breaking Analysis with Dave Vellante
Description
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
306 Episodes
Reverse
Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona in Barcelona, Spain for this weeks Breaking Analysis
Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe Bertrand share our predictions for 2026 and beyond.
In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers.
In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings print and explain why in our view, the street’s negative reaction misses the bigger picture.
The predictions in this episode are the result of a collaboration between theCUBE Research and Enterprise Technology Research (ETR). We base our predictions on market insights from theCUBE Research and the proprietary market intelligence from ETR’s Technology Spending Intentions Survey (TSIS) and its macro drilldown data, derived from surveys of more than 1,700 business technology leaders each quarter.
Welcome to the third inning of the modern AI era and welcome to this week's theCUBE Research Insights, powered by ETR. In this special Breaking Analysis we assess the shift from the shock of “what is this Gen AI thing?” to “how do we make it work for us?” And how can we get agents to reliably take action to deliver the productivity gains the tech industry has promised. To do so, we're pleased to host our fifth annual data predictions power panel with collaborators from the Cube Collecti...
At CES 2026, Jensen Huang once again reset the economics of AI factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware and software standard for the next generation of computing. In the same way Intel and Microsoft dominated the Moore’s Law era, we believe Nvidia will be the mainspring of tech innovation for the foreseeable future. Importantly, the previous era saw a doubling ...
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...
Breaking Analysis with Dave Vellante
Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.
Breaking Analysis with Dave Vellante and theCUBE Research
Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante and George Gilbert
Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand
Comments
Download from Google Play
Download from App Store
United States