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Breaking Analysis with Dave Vellante
SiliconANGLE
295 episodes
21 hours ago
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.
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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.
Show more...
Technology
Business,
News,
Business News,
Entrepreneurship
Episodes (20/295)
Breaking Analysis with Dave Vellante
Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
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.
Show more...
22 hours ago
10 minutes

Breaking Analysis with Dave Vellante
Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
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2 weeks ago
47 minutes

Breaking Analysis with Dave Vellante
AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
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4 weeks ago
48 minutes

Breaking Analysis with Dave Vellante
Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
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1 month ago
33 minutes

Breaking Analysis with Dave Vellante
Service-as-Software: The New Control Plane for Business
Breaking Analysis with Dave Vellante
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1 month ago
46 minutes

Breaking Analysis with Dave Vellante
Intel - NVIDIA: The Baton Pass to the CUDA Era
Breaking Analysis with Dave Vellante
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2 months ago
33 minutes

Breaking Analysis with Dave Vellante
From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth
Breaking Analysis with Dave Vellante
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2 months ago
17 minutes

Breaking Analysis with Dave Vellante
Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics
Breaking Analysis with Dave Vellante
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2 months ago
25 minutes

Breaking Analysis with Dave Vellante
Cyber is Your #1 Risk and You’re Likely Unprepared
Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand
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3 months ago
41 minutes

Breaking Analysis with Dave Vellante
Decoding Trump’s Intel Pivot
Breaking Analysis with Dave Vellante
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3 months ago
18 minutes

Breaking Analysis with Dave Vellante
Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution
nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a very clear message that demand exceeds supply. Meaning growth is capped by power and components, not...
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3 months ago
36 minutes

Breaking Analysis with Dave Vellante
How Jamie Dimon Becomes Sam Altman's Biggest Competitor
3 months ago
1 hour 5 minutes

Breaking Analysis with Dave Vellante
Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog
4 months ago
38 minutes

Breaking Analysis with Dave Vellante
Tech Spending Remains Persistently Uncertain
4 months ago
18 minutes

Breaking Analysis with Dave Vellante
Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny
4 months ago
44 minutes

Breaking Analysis with Dave Vellante
Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage
5 months ago
55 minutes

Breaking Analysis with Dave Vellante
Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics
5 months ago
1 hour 8 minutes

Breaking Analysis with Dave Vellante
Snowflake & Databricks Cross the Rubicon into a New Competitive Domain
5 months ago
57 minutes

Breaking Analysis with Dave Vellante
Despite AI Momentum, Tech Spending Faces Continued Uncertainty
6 months ago
38 minutes

Breaking Analysis with Dave Vellante
How Dell Is Riding the AI Wave While Serving Its Massive Installed Base
6 months ago
30 minutes

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.