Shows
theCUBE Podcast116. Nvidia’s Mission to Rebuild the US Tech Stack, Telecom’s Comeback, Cloud’s Biggest Quarter!Nvidia’s big moves take center stage in the latest episode of theCUBE Pod, where co-hosts John Furrier and Dave Vellante break down the company’s vision from the floor of the New York Stock Exchange. From AI factories to telecom reinvention, the conversation captures the pulse of enterprise technology’s next leap forward.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nX...
2025-10-3153 mintheCUBE Podcast115. Benioff's Two Step, OpenAI's Peanut Butter Chips Strategy, Future of AI FactoriesIn the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down the top stories shaping enterprise tech. From Marc Benioff’s controversial remarks to OpenAI’s expanding partnerships with Nvidia and Broadcom, they reveal what’s truly driving AI strategy across the industry.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFurrier a...
2025-10-1755 mintheCUBE Podcast113: NVIDIA saves Intel, IBM rings the bell, $CRWD Strikes BackIn this week's episode of theCUBE Pod, analysts John Furrier and Dave Vellante discuss tech stock's biggest moments, dissecting the impact of NVIDIA's new collaboration with Intel, the moment at NYSE where IBM rings the bell, and highlights from theCUBE's live coverage at CrowdStrike fal.con 2025.New episodes every Friday. Subscribe for weekly tech analysis.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/Watch the full lineup of theCUBE Pod https://www...
2025-09-1947 mintheCUBE Podcast112: IBM Aces the US Open, The Street Finally Wakes up to Broadcom, AI Economics: Buy More Make MoreThis week’s episode of theCUBE Pod features theCUBE Research’s John Furrier and Dave Vellante as they take a timely look at how tech and business intersect. They explore how major players such as IBM and Broadcom are shaping industries with innovations that stretch beyond their traditional footprints.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRu Furrier and Vellante discuss IBM’s showcase at the US Open, spotlighting AI-driven analytics and strategy s...
2025-09-0845 mintheCUBE Podcast111. NVIDIA & Tech Earnings - Boom or Bust for AI AI Factories Spend More Make More, Open AI Blamed For Teen TragedyIn the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante dive into Nvidia’s record-breaking earnings and the shifting economics of AI factories. They unpack how a small group of hyperscaler customers is driving nearly half of Nvidia’s revenue, while competitors such as Alibaba and Intel move to challenge GPU dominance. New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuFurrier and Vellante debate whether Nvidia’s “scale up, scal...
2025-09-0252 mintheCUBE Podcast110. Decoding Trump's Intel Love-Hate, AI Drama, Government Influence & Crypto’s Continued PartyIn the latest episode of theCUBE Pod, John Furrier and Dave Vellante dive into a whirlwind week of tech headlines. From Bullish’s explosive IPO to Perplexity’s eyebrow-raising $34 billion Chrome bid, they explore how crypto, AI and browser wars are reshaping markets and sparking fresh competitive battles.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuFurrier and Vellante unpack the energy from the NYSE’s “Crypto Trailblazers” series, highlighting big-name players and the growing IPO appetite in digital fi...
2025-08-151h 01
theCUBE Podcast109. OpenAI’s Strategic Big Changes, Former Intel Board Members Wake Up, The GENIUS Act Adds ClarityIn the latest episode of theCUBE Pod, John Furrier and Dave Vellante break down OpenAI’s bold ecosystem shift. They explore how launching on AWS alongside other platforms signals a deliberate move away from Microsoft, expanding reach and enabling developers to customize models through open weights for broader enterprise adoption.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuFurrier and Vellante also tackle the growing IPO buzz around OpenAI, with investors eyeing a...
2025-08-1246 min
theCUBE Podcast93. theCUBE Pod Live From the New York Stock ExchangeThe latest episode of theCUBE Pod takes you inside the action as John Furrier and Dave Vellante broadcast live from the New York Stock Exchange, unveiling theCUBE’s new Buttonwood Room studio. They look into the NYSE’s media expansion, the evolving role of independent media and the significance of the closing bell ceremony.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuThe conversation also explores major industry shifts, from Bitcoin’s potent...
2025-02-2146 min
Breaking Analysis with Dave VellanteData Renaissance, Agents, LAMs, SAMs & AI ThreatsIn 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 da...
2025-01-221h 15Breaking Analysis with Dave VellanteWhat Microsoft's Financial Disclosures Reveal About Azure's Market PositionIn this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting.Follow theCUBE's live event coverage https://www.thecube.net/Microsoft recently updated its Azure financial reporting, aligning with AWS to better reflect consumption-based revenue, which led to increased growth rates but lowered overall revenue due to the removal of slower-growth segments such as enterprise mobility and security and Power BI per-user pr...
2024-10-2214 minBreaking Analysis with Dave VellanteIt's Larry's World, we Just Live in itIn the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, takes center stage, with Larry Ellison’s bold vision of a password-free future and a focus on unmatched security. Follow theCUBE's live event coverage https://www.thecube.net/The episode also dives into Oracle's strong financial performance, boasting a 44% operating margin and rapid cloud revenue growth, p...
2024-09-2342 min
theCUBE Podcast63. Snowflake Databricks Olympics, GenAI ROI Questions, Perplexity ReviewIn this week’s episode of theCUBE Pod, industry analysts John Furrier and Dave Vellante delve into the fierce competition between Snowflake and Databricks, focusing on their distinct strategies and market positions. Vellante highlights Databricks' faster growth and its cleaner revenue model, contrasting it with Snowflake's integration of AWS revenue.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuTheir discussion also explores the open-source strategies of both companies, with Snowflake's Polaris Catalog and Databricks' acquisition of Tabular. Th...
2024-06-141h 03Breaking Analysis with Dave VellanteA Sneak Peek at Snowflake Summit - Reframing the Future of Data PlatformsIn this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new application developments.Follow theCUBE's live event coverage https://www.thecube.net/Snowflake is at a pivotal moment as the company faces new challenges in the evolving data platform landscape. Snowflake, known for its innovative data cloud vision...
2024-06-1036 min
theCUBE Podcast62. The Great Iceberg Debate & A Conversation with Snowflake CEO, Sridhar RamaswamyIn this week’s edition of theCUBE Podcast, recorded during Snowflake's Data Cloud Summit, the discussion centered around the challenges of creating governance standards across various compute engines. Snowflake's strategy to open-source the Polaris Catalog and the importance of its Horizon solution for advanced governance were key topics.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuIn the first segment, Dave Vellante, chief analyst at theCUBE Research is joined by George Gilbert, principal analyst at theCUBE Research, an...
2024-06-0836 min
theCUBE Podcast61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or NotIn episode 61 of The Cube podcast, theCUBE Research analysts John Furrier and Dave Vellante dive into the latest enterprise news and technological advancements, including significant developments in AI, such as Elon Musk's $6 billion fundraising and OpenAI's strategic media deals with Vox Media and Atlantic.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuDell's AI-driven server growth is another topic of discussion as the company experiences an impressive revenue spike but flat profits due to high costs associated...
2024-06-011h 00
theCUBE Podcast57. Is NVIDIA Cisco or Google? AI vs Internet Bubble, RSA(i) PreviewOn this week’s edition of theCUBE Pod, theCUBEResearch analyst John Furrier and Dave Vellante talk about Nvidia's evolution,the AI bubble vs the internet bubble, and give a preview on RSA Conference2024. First up, Vellante shares insights on Nvidia's position in the market,sparking a debate on whether it's more akin to Cisco or Google.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuThe conversation also explores thecurrent landscape of...
2024-05-0354 min
The SecurityANGLEA Dive into Software Supply Chain Security with Schneider Electric’s Cassie CrossleyIn this episode of the SecurityANGLE, Shelley Kramer, managing director and principal analyst at theCUBE Research, is joined by fellow analyst, engineer and member of theCUBE Collective community, Jo Peterson, for a conversation with Cassie Crossley, VP of supply chain security, cybersecurity and product security office at Schneider Electric.Check out the latest from theCUBE, including upcoming tech events https://www.thecube.net/Before we dive in, we start with some background on Schneider Electric, a French multinational company specializing in digital transformation and energy management. The company combines energy tech, software, real-time automation and...
2024-05-0348 min
theCUBE Podcast56. Are Americans Lazy, Chips Culture Clash, AI Arms Race, Rubrik IPOIn episode 56 of the theCUBE Podcast, theCUBE Research analyst John Furrier and Dave Vallante discuss a wide range of topics, including the elimination of non-compete agreements, the acquisition of HashiCorp by IBM, challenges faced by Intel in the chip market, and the performance of companies like Microsoft and Rubrik.New episodes every Friday. Subscribe for weekly tech analysis.Spotify: https://lnkd.in/ge_TNsSXApple Podcasts: https://lnkd.in/gGYj5sUQYouTube: https://lnkd.in/g5NaFcRuThey also discuss the competitive landscape in the tech industry, including the rise of AI, the importance of cybersecurity and...
2024-04-2756 minThe SecurityANGLEUnpacking Zscaler ThreatLabz’s 2024 State of AI Security ReportIn this episode of the SecurityANGLE, host Shelly Kramer, managing director and principal analyst at theCUBE Research, is joined by Zscaler’s CSO, Deepen Desai, for a conversation about the findings in the company’s newly released 2024 AI Security Report. The survey relied on more than 18 billion transactions across the company’s cloud security platform, the Zscaler Zero Trust Exchange from April of 2023 to January of 2024.Follow theCUBE's wall-to-wall coverage as the roving news desk for SiliconANGLE reports live from tech's top events https://siliconangle.com/category/cube-event-coverage/Zscaler’s ThreatLabz researchers explored how AI/ML tools...
2024-04-1641 min
AnalystANGLEChris McHenry, AviatrixIn this episode of the AnalystANGLE, theCUBE Research analysts Rob Strechay and Bob LaLiberte delve into the evolving landscape of multicloud networking with Chris McHenry, head of product at Aviatrix. They talk about its increasing significance highlighted by recent acquisitions such as Cloudflare's acquisition of Nefi and Cisco's purchase of ISO Valant.Check out the latest from theCUBE, including upcoming tech events https://www.thecube.net/ They emphasize the integration of security with networking solutions as a pivotal aspect, acknowledging the growing complexity and importance of tightly integrated security in multicloud environments. The conversation also e...
2024-03-1818 minAnalystANGLEWebex Powers Contact Center with AI Designed for Business OptimizationIn this episode of our AnalystANGLE series, Shelly Kramer, managing director and principal analyst at theCUBE Research is joined by Zeus Kerravala, principal analyst at ZK Research, and member of our CUBE Collective community of analysts and industry thought leaders.Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/Their conversation today follows Cisco's January Analyst Update and unpacks the Webex Contact Center offering, a cloud-based contact center solution, including updates as well as an overview of how Webex is utilizing AI to enhance both the customer experience as well...
2024-02-0524 minThe SecurityANGLEThe Evolution of the AI Threat -Three Stages to Watch in 2024In this episode of the #SecurityANGLE, our focus is on the evolution of #AI as a threat, where we explore the three stages that we expect to see this evolution unfold in 2024. The three stages we discuss on today's show are: Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/- AI Threat Actors Take the Stage. We explore how human threat actors are being augmented with AI capabilities and explore how those capabilities will act as a force m...
2024-02-0538 minThe SecurityANGLEThe SecurityANGLE 5 Network Security Predictions for 2024In this episode of The #SecurityANGLE, Shelly Kramer, managing director and principal analyst at #theCUBEResearch, is joined by Jo Peterson, VP of cloud and security services at #Clarify360 and a member of #theCUBECollective community of independent analysts.Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/Today's episode centers on 5 network security predictions for 2024, including:- SaaS security will see an increased focus- DDoS attacks will continue...
2024-02-0536 minThe SecurityANGLEThe Ultimate Insider’s Guide to the Modern Data Stack with Bob MugliaThis is theCUBE's latest episode in our series, The Road to Intelligent Data Apps, which focuses on the evolution of the modern data stack into the new platform for applications, or what we’re calling “the sixth data platform.” This modern data stack is becoming the new platform for applications as raw cloud infrastructure recedes into the background. In this series, we feature insights from some of the brightest minds in the tech world. For this episode, theCUBE Research principal analyst Shelly Kramer welcomes Bob Muglia, who pretty much needs no intr...
2024-02-0556 minThe SecurityANGLEBattle of the Network GiantsIn this episode of our #AnalystANGLE, theCube Research's Shelly Kramer talks with Zeus Kerravala, principal analyst at ZK Research and member of theCUBE Collective community, about the news of #HPE's acquisition talks with #JuniperNetworks for a rumored $14 billion.Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/While this might be a smart move on HPE's part to compete more effectively against networking giant #Cisco, there are some downsides as well. Integration challenges, servicing a massive debt load and product overlap all play a role. Our analysts share their...
2024-01-3012 minAnalystANGLECES Wrap-up | AnalystANGLEIn this AnalystANGLE, Rob Strechay, theCUBE Research analysts, recaps CES 2024, highlighting three key trends. First, AI took center stage, permeating consumer products and services, with notable applications such as Blovo Animal Health using ChatGPT for accessible veterinary care. Second, sustainability was a dominant theme, evident in innovations such as mobile off-grid power solutions and energy-efficient home appliances. Check out theCUBE for the latest in enterprise tech https://siliconangle.com/category/cube-event-coverage/Lastly, Rob explores the convergence of tech marketing with other industries, particularly the concept of "software-defined" in the automobile industry. While software-defined vehicles offered i...
2024-01-2622 min
theCUBE Podcast44. Getting AI ROI, Broadcom's Game Plan & IT Infra FuturesOn this week's edition of theCUBE Pod, John Furrier & Dave Vellante talk about enterprises possibily gaining a return on AI investments and Broadcom's 2024 game plan amidst its VMware assimilation. They also talk about their plans to attend various events, including the 11th annual IPO Summit in New York and the growing importance of AI in 2024, its impact on technology trends, IT spending and the changing landscape of the industry.New episodes every Friday! https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuIn addition, they mention the significance of AI deployment and AI...
2024-01-2039 minBreaking Analysis with Dave VellanteDavid vs Goliath reimagined - OpenAI's approach to AI supervisionArtificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as superintelligence. Last week, this team unveiled the first results of an effort to supervise more powerful AI with less powerful models. While promising, the effort showed mixed results and brings to light several more questions about the future of AI and...
2023-12-1918 minBreaking Analysis with Dave Vellantere:Invent ‘23 Underscores a New Simplicity Mandate for AWSIn this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing demand for simplicity and coherence among mainstream customers.Follow theCUBE's live event coverage https://www.thecube.net/Vellante discusses the challenges that AWS must tackle in the face of changing customer preferences, market pressures and increased competition, particularly from Microsoft and Nvidia. Also, up...
2023-12-0136 minBreaking Analysis with Dave VellanteGoogle goes all in on the AI cloudAt Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from AWS over the past decade. Google also showed off an expanded ecosystem of GSIs and smaller CSPs, encouraging the broad use of Google’s kit globally. While Google remains a distant third in the Iaas/PaaS race, with revenue one-fifth the size of AWS, it is playing the long...
2023-09-0241 minBreaking Analysis with Dave VellanteWhat Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market SharesRecently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue figures which in turn increases AWS’ big 4 hyperscale cloud market share. Our new estimates show that AWS maintains a greater than 50% share of revenue through 2023. While the change also helps Google Cloud, its market share is only modestly affected. In this Br...
2023-07-2918 minBreaking Analysis with Dave VellanteAI gives cyber attackers the advantage for nowCloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget tradeoffs, not the least of which is how to fund AI experiments and deployments. Notably, however, 45% of organizations are using LLMs in production for use cases that may very well improve the productivity of SecOps teams in the long run and accelerate the cat and mouse game back...
2023-07-2120 minAnalystANGLEAnalyst ANGLE: What is a Data Platform and Why Should I Care?Rob Strechay, lead analyst for theCollective from SiliconANGLE & theCUBE, kicks off our programing of the Analyst ANGLE.
2023-07-1754 minBreaking Analysis with Dave VellanteCisco needs to simplify…Here’s howWith a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco’s challenges are most decidedly not product breadth and depth, rather the company’s mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers. In this Breaking Analysis and ahead of Cisco Live US, we dig...
2023-06-0342 minBreaking Analysis with Dave VellanteThe future of AI is real time data…Meantime GPUs are making all the headlinesThe era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be more selective. Nvidia beat its top line whisper number by more than $300M and the company’s value is rapidly approaching one trillion dollars. Marvell narrowly beat expectations this week but cited future bandwidth demand driven by AI and the stock was up more than 20% on Friday. Broadcom was up nearly 10% on sympathy with the realization that connect-centricity beyond the CPU is what the company does really well. Meanwhile, ot...
2023-05-2746 minBreaking Analysis with Dave VellanteThe AI-powered hybrid-multi-super cloudAI will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to get serious and extract the signal from the event noise. This week we’ll see Microsoft Build, which will no doubt volley shots back from the messaging at Google I/O. Two other big events will take place this week, Red Hat Summit / Ansible Fest in Boston and the annual Dell Technologies World in Las Vegas. theCUBE will be c...
2023-05-2021 minBreaking Analysis with Dave VellanteHidden Gems from HPE GreenLake Storage DayOn Tuesday, April 4, HPE invited a number of industry analysts to participate in HPE GreenLake Storage Day. Notably, HPE declared 2023 the year of storage. While the company made several storage-related announcements, perhaps even more interesting was what the event tells us about HPE’s culture, its strategy and the future direction of the company.In this Breaking Analysis we’ll share our takeaways from HPE’s event, held in Houston, Texas, which included attendance at Antonio Neri’s quarterly all-hands meeting. We’ll try to emphasize areas that have not necessarily been the focus of most press and indust...
2023-04-0826 minBreaking Analysis with Dave VellanteSemis rebound but enterprise tech spending remains softA rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed the SOXX semiconductor ETF is up nearly 30% year to date as of this posting, as are bellwether fab suppliers like Applied Materials and Lam Research. Nvidia is up over 90% YTD and AMD over 50%. Even the beleaguered Intel is up 22%. But key enterprise software names have not yet rebounded and according to this week’s guest, the divergence between semis and B2B software is getting hard to ignore. In this Breaking analysis we exa...
2023-04-0330 min
theCUBE Podcast6. AI Madness, Trump, Crypto WinterOn this week's edition of theCUBE Podcast, analysts John Furrier & Dave Vellante cover the letter to slow AI development. (14:55) Then the two talk about cryptocurrencies and banking in major Chinese banks. (52:00) John & Dave wrap up the podcast with their rants of the week.Follow SiliconANGLE and theCUBE for breaking analysis and firsthand insights for enterprise computing and high tech trends for 2023.See previous episodes here/ siliconangleGet daily news herehttps://siliconangle.com/Join our live event broadcasts herehttps://www.thecube.net/
2023-04-0158 minAnalystANGLEtheCUBE Pod | AI Madness, Trump, Crypto WinterOn this week's edition of theCUBE Podcast, analysts John Furrier & Dave Vellante cover the letter to slow AI development. (14:55) Then the two talk about cryptocurrencies and banking in major Chinese banks. (52:00) John & Dave wrap up the podcast with their rants of the week.Follow SiliconANGLE and theCUBE for breaking analysis and firsthand insights for enterprise computing and high tech trends for 2023.See previous episodes here/ siliconangleGet daily news herehttps://siliconangle.com/Join our live event broadcasts herehttps://www.thecube.net/
2023-04-0158 minAnalystANGLEtheCUBE on SuperCloudtheCUBE hosts Dave Vellante, John Furrier and Lisa Martin discuss the upcoming 'theCUBE on SuperCloud' event hosted by SiliconANGLE
2022-07-1421 minAnalystANGLEDoes Intel need a Miracle?Stephanie Chan, Tech & Business Correspondent for SiliconANGLE is joined the theCUBE host Dave Vellante to discuss the state of Intel
2022-03-2311 minBreaking Analysis with Dave VellanteAnalyst Predictions 2022: The Future of Data ManagementSanjeev Mohan, Principal @ SanjMo; Tony Baer, Principal @ dbinsight; Carl Olofson, Research VP @ IDC; Dave Menninger, SVP & Research Director @ Ventana Research; Brad Shimmin, Chief Analyst, AI platforms, Analytics and Data Management @ Omdia; Doug Henschen, VP & Principal Analyst @ Constellation Research, all sit down with Siliconangle Media's Dave Vellante for a CUBE Conversation around Analyst Predictions 2022: The Future of Data Management.
2022-01-1059 minBreaking Analysis with Dave VellanteCutting Through the Noise of Full Stack ObservabilityFull stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market including companies that have provided traditional monitoring, log analytics, application performance management, and related services. These companies are joined by a slew of new entrants claiming end-to-end visibility across the so-called “modern tech stack.” Recent survey research however confirms our thesis that no one company has it all. New entrants have a visi...
2021-11-0824 minBreaking Analysis with Dave VellanteWhat Could Disrupt Amazon?What Could Disrupt Amazon? Weigh in and take the survey.SiliconANGLE and theCUBE, in collaboration with author and thought leader David Moschella, are initiating a community research project. The question we're asking is, over the course of the next decade, "what could disrupt the extraordinary success of Amazon, Google, Apple, Microsoft, and Facebook?" The first survey focuses on Amazon. Five public US-based companies have market valuations over or just near 1 Trillion dollars. As of Oct. 29th, Apple and Microsoft top the list, each at 2.5T, followed by Alphabet at 2TR, Amazon at 1.7T and Facebook (n...
2021-11-0128 minAnalystANGLECouchbase ConnectONLINE 2021 PreviewMatt Cain, President & CEO, Couchbase & Dave Vellante, SiliconANGLE Media, preview what to expect for Couchbase ConnectONLINE 2021. Click here for more CUBE coverage on Couchbase ConnectONLINE 2021: https://www.thecube.net/couchbase-connectonline-2021
2021-09-2910 minBreaking Analysis with Dave VellanteHow Cisco can win cloud's 'Game of Thrones'Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined with a large market opportunity and a strong track record of earning customer trust, put the company in a good position to capitalize on cloud momentum. But there are clear challenges ahead, not the least of which is the growing complexity of Cisco’s portfolio, transitioning a larg...
2021-09-2137 minAnalystANGLEPatrick Moorhead, Moor Insights | HPE Discover 2021Patrick Moorhead, Founder, President, & Principal Analyst, Moor Insights, talks with SiliconANGLE's Dave Vellante.
2021-06-2329 minAnalystANGLETim Carben & Manoj Nair | CUBE ConversationTim Carben, Principal Systems Engineer, Mitchell International, & Manoj Nair, GM, Metallic, talk with SiliconANGLE's Dave Vellante.
2021-06-0912 minAnalystANGLEDana Lawson, GitHub | DockerCon 2021Dana Lawson, VP of Engineering, GitHub, talks with SiliconANGLE's John Furrier.
2021-06-0224 minAnalystANGLEDanny Allan | VeeamON 2021Danny Allan, CTO and SVP of Product Strategy, Veeam, talks with SiliconANGLE's Dave Vellante (@dvellante)
2021-05-2613 minAnalystANGLEDavid Hatfield, Lacework | CUBE ConversationDavid Hatfield, CEO, Lacework, talks with SiliconANGLE's John Furrier (@furrier) for a CUBE Conversation as a part of the AWS Startup Showcase.
2021-05-1925 minBreaking Analysis with Dave VellanteBest of theCUBE on CloudThe next 10 years of cloud will differ dramatically from the past decade. The future will bring a much more data-centric, real time, intelligent, hyper-decentralized cloud that will comprise on-prem, hybrid, cross-cloud & edge workloads. With a services layer that abstracts the complexity of the underlying infrastructure.This was a key takeaway of the guests from theCUBE on cloud, a virtual event hosted by SiliconANGLE and theCUBE, which brought together CEOs, CIOs, data practitioners, technologists, cloud experts, analysts and opinion leaders to unpack the future of cloud computing.
2021-02-0126 minBreaking Analysis with Dave VellanteEnterprise Software Download in the Summer of COVIDEnterprise software markets are dominated by mega cap companies like SAP, Oracle, Salesforce and Microsoft. SaaS leaders like ServiceNow and Workday have solidified their market positions by, to a great extent, replicating the Salesforce model in their respective domains. There is still room for innovative upstarts that are introducing new cloud native services and value pricing models but the traditional space is maturing with possible disruption coming from cloud developers and ecosystems.
2020-08-3117 minBreaking Analysis with Dave VellanteTectonic Shifts Power Cloud, IAM & Endpoint SecurityCloud, IAM & Endpoint Security are rocking the markets.Over the past 150 days, everyone in the technology industry has become an expert on COVID in some way shape or form. We have all lived the reality that COVID-19 has accelerated by at least 2 years, many trends that were in motion well before the virus hit. The cyber security sector is no exception and one of the best examples where we have witnessed accelerated change.
2020-08-2421 minBreaking Analysis with Dave VellanteCloud Remains Strong but not Immune to COVIDWhile cloud computing is a bright spot in tech spending, the sector is not immune from the effects of COVID-19. Recent ETR survey data shows that the V-shaped recovery in the stock market looks much more like a square root sign for IT spending in 2020. And even the cloud will be negatively impacted, albeit much less so than many other sectors.
2020-08-1715 minBreaking Analysis with Dave VellanteRPA Competitors Battle for a Bigger Prize...Automation EverywhereSurvey data shows robotic process automation (#RPA) solutions remain one of the most attractive investments for business technology buyers-- On par with AI/ML, ahead of containers and cloud computing. In this week's CUBE Insights, Powered by ETR, we introduce new thinking on the Automation TAM & explore the competitive spending dynamics between Automation Anywhere, UiPath, Blue Prism Pegasystems & some giants entering the space like Microsoft SAP and IBM.
2020-08-1015 minBreaking Analysis with Dave VellanteFive Questions About Snowflake’s Pending IPOAccording to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B. In this week’s Breaking Analysis we address five questions that we’ve been getting from theCUBE, Wikibon and ETR communities. ETR’s Erik Bradley provides data and insights from customer roundtable discussions and colleagues David Floyer and George Gilbert contribute additional analysis and insights.
2020-08-0339 minBreaking Analysis with Dave VellanteGoogle Rides the Cloud Wave but Remains a Distant ThirdDespite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online event starting July 14th in a series of nine rolling sessions through early September. Ahead of that, we want to update you on our most current data on Google’s cloud business. In this week’s Wikibon CUBE Insights, Powered by ETR we’ll review the current state of cloud and Google’s position in the market, updating you on our last report from May of this year. As...
2020-07-1417 minBreaking Analysis with Dave VellanteLiving Digital: New Rules for Technology EventstheCUBE host Dave Vellante (@dvellante) shares his analysis of new rules for digital technology events
2020-07-0819 minBreaking Analysis with Dave VellanteAssessing Dell’s Strategic Options with VMwareLast week, the The Wall Street Journal reported that Dell Technologies was exploring options with its VMware ownership. The stocks of both companies jumped on the news and gave short sellers something to think about.In this Breaking Analysis we identify and analyze five (5) strategic scenarios we think Michael Dell is considering with his team.
2020-06-2918 minBreaking Analysis with Dave VellanteCloud Momentum Building for the Post COVID EratheCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data Originally recorded on 5/12
2020-06-2513 minBreaking Analysis with Dave VellanteMost CIOs Expect a U Shaped COVID RecoverytheCUBE host Dave Vellante (@dvellante) is joined by Sagar Kadakia (@S_Kadakia) as they reflect upon ETR data regarding the recovery economy Recorded originally on 5/27/2020
2020-06-2522 minBreaking Analysis with Dave VellanteEmerging Tech sees Notable Decline post Covid-19The latest survey data from ETR shows that CIO sentiment is shifting to perceived 'safe bets.' Some emerging tech companies are seeing accelerated momentum but on balance, the COVID pandemic is favoring larger, more established players at the expense of emerging tech vendors.
2020-06-2421 minBreaking Analysis with Dave VellanteCyber Security Tailwinds in the Post Isolation EconomytheCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data and how it relates to the 'isolation economy'
2020-06-1517 minBreaking Analysis with Dave VellanteCompetition Heats up for Cloud Analytic DatabasestheCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data pertaining to the growth in Cloud Analytic Databases
2020-06-0820 minBreaking Analysis with Dave VellanteRPA Gains Momentum in the Post COVID EraDave Vellante hosts a Breaking Analysis on RPA's Momentum in the Post COVID Era as part of UiPath The Release Show: Post Event Analysis.
2020-05-2516 minBreaking Analysis with Dave VellanteCOVID-19 Takeaways & Sector Drilldowns Part IISagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis on the impact of the ongoing COVID-19 crisis.
2020-05-1120 minBreaking Analysis with Dave VellanteIBM’s Future Rests on its Innovation AgendaIBM’s new CEO has an opportunity to reset the direction of the company. Outgoing CEO Ginni Rommety inherited a strategy put in place over two decades, which became fossilized in a lower margin services-led model that she helped architect. Ginni spent a large portion of her tenure shrinking the company so it could grow...but she ran out of time. It’s now up to Arvind Krishna to carry the ball over the goal line. For decades, IBM has missed opportunities to aggressively invest in the key waves that are powering the current tech economy. Inste...
2020-05-0621 minBreaking Analysis with Dave VellanteCovid-19 Takeaways & Sector Drilldowns Part 1Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis
2020-04-2723 minBreaking Analysis with Dave VellanteCIOs & CISOs Discuss COVID 19 Budget ImpacttheCUBE host Dave Vellante (@dvellante) shares his commentary and data from a panel of CIOs and CISOs that discussed COVID 19 budget with ETR.
2020-04-2016 minBreaking Analysis with Dave VellanteHow Tech Execs are Responding to COVID 19theCUBE host Dave Vellante (@dvellante) shares his analysis from theCUBE studios in Boston MA
2020-04-1317 minBreaking Analysis with Dave VellanteCoronavirus - Pivoting From Physical to Digital EventstheCUBE host Dave Vellante (@dvellante) shares his analysis of this weeks developments with Coronavirus and event cancelations
2020-04-0714 minBreaking Analysis with Dave VellanteCIOs Plan on 4% Budget Declines for 2020theCUBE host Dave Vellante (@dvellante) shares his analysis from our Boston studio
2020-04-0712 minBreaking Analysis with Dave VellanteStorage Spending 2H 2019 - August 2019theCUBE host Dave Vellante (@dvellante) shares his analysis of spending trends in the storage industry in the second half of 2019
2020-04-0713 minBreaking Analysis with Dave VellanteVMware Announces vSphere 7theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) break down the general availability of VMware vSphere 7 which includes "Project Pacific" which integrates Kubernetes into their hypervisor solution.
2020-04-0724 minBreaking Analysis with Dave VellanteIBM Completes $34B Red Hat Acquisition - July 2019theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) discuss the implication of IBM's purchase of Red Hat
2020-04-0722 minBreaking Analysis with Dave VellanteMulti-Cloud...A Symptom Or Cure?theCUBE host Dave Vellante (@dvellante) shares his analysis of the multicloud market and relates it to ETR data
2020-03-0222 minBreaking Analysis with Dave VellanteCyber Security Update: What to Expect at RSA 2020Breaking Analysis: Cyber Security Update & What to Expect at RSA 2020. Ahead of the RSA Conference, we want to update you on the cyber security sector. In our last security drill down we cited several megatrends in the security sector. These included:*Escalating attacker sophistication;*Increased risks from data;*An expanded attack surface - via mobile & IoT;*Lack of skills;*A spike in the number of cyber security tools and companies. Today we want to update you on those trends, look ahead as to what to expect at RSA 2020 and share some ET...
2020-02-2420 minBreaking Analysis with Dave VellanteRPA: Over-Hyped or the Next Big Thing?theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data relating to RPA
2020-02-1717 minBreaking Analysis with Dave VellanteGearing up for Cloud 2020theCUBE host Dave Vellante (@dvellante) shares his analysis of trends and ETR data and how it reflects upon modern cloud firms
2020-02-1015 minBreaking Analysis with Dave VellanteStorage...Continued Softness with Some Bright SpotstheCUBE host Dave Vellante (@dvellante) shares his analysis of the storage sector backed by ETR data live from our set from Cisco Live EU 2020
2020-02-0317 minBreaking Analysis with Dave VellanteCisco: Navigating Cloud, Software & Workforce ChangetheCUBE Host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Cisco
2020-01-2916 minBreaking Analysis with Dave VellanteThe Trillionaires Club: Powering the Tech EconomytheCUBE host Dave Vellante (@dvellante) shares his analysis on recent ETR data and what companies are best poised to break into the 'Trillionaires Club'
2020-01-2010 minBreaking Analysis with Dave VellanteVeeam’s $5B Exit: Clarity & Questions Around “Act II”theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to the recent purchase of Veeam
2020-01-1314 minBreaking Analysis with Dave VellantePredictions 2020: Tailwinds, Headwinds & IT OutlookIn this Breaking Analysis Dave Vellante (@dvellante) lays out his 2020 predictions using insights gleaned from theCUBE blended with ETR spending data. 2019 marked the tenth year of doing theCUBE. Over that time we’ve covered nearly a thousand events and milestones including the exit from the great softness of 2008 and 2009 and a subsequent ten year bull market. In this episode Vellante makes some comments about the overall spending climate, makes two cloud predictions, calls out five winning companies for 2020, makes some predictions for Kubernetes, drills into some predictions in the security space and clos...
2020-01-0218 minBreaking Analysis with Dave Vellantere:Invent 2019...of Transformation & NextGen CloudIn this Breaking Analysis Dave Vellante does a post mortem on AWS re:Invent 2019. He touches on some high level themes from the event and uses spending data from Enterprise Technology Research (ETR) to put demand for AWS services in context. Stu Miniman joins Vellante to talk about the trends in multi-cloud and AWS' posture toward on-prem/hybrid cloud. The two also discuss the AWS Outposts announcements as well as the company's edge strategy.
2019-12-1622 minBreaking Analysis with Dave VellanteUnpacking Cisco’s Prospects Q4 2019 and BeyondtheCUBE host Dave Vellante (@dvellante) shares his analysis of Cisco and relates it to ETR data
2019-12-1015 minBreaking Analysis with Dave VellanteExamining IT Spending Data Q4 ‘19Direct data from practitioners is one of the most powerful ways to validate vendor claims, forecast markets and identify deltas from conventional narratives. In this Breaking Analysis Dave Vellante discusses how spending data from ETR, blended with insights from theCUBE can provide deep insights. He uses several real world examples to explain key ETR metrics like Market Share and Net Score to evaluate competition and key trends.
2019-12-0314 minBreaking Analysis with Dave VellanteThe Transformation of Dell TechnologiesThis past week we attended the Dell Technologies Industry Analyst event and in this Breaking analysis Dave Vellante summarize the key takeaways and discusses some of the macro trends in the industry that are affecting Dell. He also shares some of the fundamental assumptions that Dell is making in its operating model and talks about some of the challenges the company going forward. The number one takeaway on Dell is that in four years, the company has gone from irrelevance to a dominant and highly relevant player in enterprise tech. It's one of the most amazing t...
2019-11-2517 minBreaking Analysis with Dave VellanteThe State of Data Protection Q4 2019theCUBE host Dave Vellante shares his analysis of the state of the Data Protection industry
2019-11-2521 minBreaking Analysis with Dave VellanteThe State of Cyber Security Q4 2019Spending data from ETR shows that the cybersecurity space is bifurcating. Decades of spending on new tools have led to a sea of complexity that, combined with cloud, edge and an explosion of endpoints has made life extremely difficult for CISOs and security practitioners. In this episode of theCUBE Insights, Powered by ETR, Dave Vellante unpacks the major trends in the market and highlights those vendors with momentum and those that are showing decreased spending from their installed bases. He also shares some insights from security experts that have come inside theCUBE.
2019-11-2519 minBreaking Analysis with Dave Vellantere:Invent 2019: AWS Gears up for Cloud 2.0theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and provides predictions on the upcoming AWS re:Invent 2019 event.
2019-11-2525 minBreaking Analysis with Dave VellanteAWS Growth Slows but Remains Amazon’s Profit EngineTheCUBE host Dave Vellante (@dvellante) shares his analysis of the recent Amazon earnings report and what that can mean for the business at large
2019-11-2515 minBreaking Analysis with Dave VellanteQ4 Spending Outlook - 10/18/19theCUBE host Dave Vellante (@dvellante) shares his analysis on recent spending trends backed by ETR Data.
2019-11-1720 minBreaking Analysis with Dave VellanteSpending Outlook Q4 2019 PreviewtheCUBE host Dave Vellante (@dvellante) shares his analysis of ETR's projections for Q4 spending
2019-11-1719 minBreaking Analysis with Dave VellanteSAP McDermott steps down, major integration challenges lie aheadSAP pre-announced earnings with a beat and a raise, which acted as a heat shield for the surprise news that long-time CEO Bill McDermott is not renewing his contract. SAP is moving back to a dual-CEO model with a separate customer-facing and product/ops focus for each exec. SAP is strong financially but we believe faces significant technical integration challenges over the next decade, which may have played into McDermott's and SAP's decisions. In this Breaking Analysis, Dave Vellante shares recent spending data from ETR and lays out some of the challenges SAP faces going forward.
2019-11-1715 minBreaking Analysis with Dave VellanteSpending Data Shows Cloud Disrupting the Analytic Database MarkettheCUBE hosts Dave Vellante (@dvellante) shares his analysis of the analytic database market. Spending intentions data from @ETRNews (Enterprise Technology Research) suggests that the cloud is disrupting the $20B enterprise data warehouse market. Specifically, Amazon (AWS), Microsoft, Google and upstart Snowflake are poised to continue to gain share. The large installed bases of Teradata, IBM and Oracle are under attack. The database leader Oracle is investing heavily in Exadata and cloud. IBM recently killed its Netezza brand must pivot while Teradata is re-trenching. The cloud continues to disrupt and the database market is red hot.Originally published...
2019-10-1821 minBreaking Analysis with Dave VellanteRPA Spending Data Shows Market Poised for Continued GrowththeCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data that provides insights on spending data
2019-10-1813 min
AnalystANGLEPolycon 2018CUBE host and SiliconANGLE CEO John Furrier wraps up the CUBE's coverage of Polycon 2018
2018-03-2217 min