From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics?
Breaking Analysis with Dave Vellante and Amit Eyal Govrin
Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
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Did Jensen just make the AI buildout too big to fail?
Breaking Analysis with Dave Vellante.
Forecasting the AI Bubble
We get a lot of questions about whether we're in a bubble & if so when will it burst. Many feel that "Bubble" is a pejorative. I see it differently. To me a bubble is an economic event where asset prices & valuations in a new or growing market rise far above their current value. Bubbles are characterized by media hype, investor exuberance, fast/easy money & FOMO. Bubbles do not always burst in a…
AMD's Next Reinvention — A New Playbook for the AI Era
AMD's first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine it. The company's resurgence over the past decade came from doing what many thought was impossible: rebuilding its CPU franchise, taking meaningful share from Intel, and restoring credibility through disciplined execution. But in our view, AMD's next chapter is fundamentally different.
Forget AGI…The Prize is Enterprise AGI
Breaking Analysis with Dave Vellante and George Gilbert
Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend
Agentic AI is being misread as a series of separate battles - e.g. Snowflake vs. Databricks, copilots vs. agents, model makers vs. app vendors, etc. We think the real story is that the biggest opportunity in software is converging around who owns the new intelligent client and the AI back end that makes it useful. The new client is the agent-based system of engagement - Snowflake’s CoWork & CoCo,…
Personal Agents Light the Fuse In the Age of Data Intelligence
Breaking Analysis with Dave Vellante and George Gilbert
How AI Stacks are Rewriting the Rules of Business
Nvidia, AI factories and the transition to accelerated computing
Breaking Analysis with Dave Vellante
Google’s Agent Platform Takes Pole Position but Work Remains
Breaking Analysis with Dave Vellante and George Gilbert
As AI Powers Google, What’s Next for Google Cloud
The agentic era is forcing a reset in enterprise architecture. Agents taking action go far beyond just analyzing data living in lakehouses. Agents acting on behalf of humans, continuously, at machine scale bring new architectural requirements to the enterprise. The so-called “modern data stack” as most organizations know it, has become a sort of “new legacy.” No longer can organizations rely on…