OVER DEZE AFLEVERING
In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts:
Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.
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IN DEZE AFLEVERING
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van Breaking Analysis with Dave Vellante.
ANDERE AFLEVERINGEN IN DEZE PODCAST
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 val…
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 restorin…
Breaking Analysis with Dave Vellante and George Gilbert
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 converging around who owns the new intelligent client and the AI back end that …
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