Forget AGI…The Prize is Enterprise AGI
Jun 27, 20261h 10mEp. 318S1
Breaking Analysis with Dave Vellante and George Gilbert
Hosted by SiliconANGLE · 🇺🇸 US · EN-US · 312 episodes
Established thought leaders with verified media credentials.
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
SiliconANGLE hosts Breaking Analysis with Dave Vellante, a technology show with 312 episodes published.
Breaking Analysis with Dave Vellante and George Gilbert
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
Breaking Analysis with Dave Vellante and George Gilbert
Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante and George Gilbert
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 arch
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 even
We know that RSAC 2026 will be an AI-heavy show. While we are going to hear the “AI will change everything” narrative, our premise is that security leaders are being asked to operationalize AI in an environment where com
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 an
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
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 m
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?”
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
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 l
Breaking Analysis with Dave Vellante
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Breaking Analysis with Dave Vellante is hosted by SiliconANGLE. The show is categorised under technology (business) and has published 312 episodes.
Breaking Analysis with Dave Vellante has published 312 episodes.
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