Breaking Analysis with Dave Vellante

267 Episodes

1. Adobe Summit highlights personalization at scale with Gen AI

   Published: 3/30/2024
2. NVIDIA, Broadcom and the expanding breadth of AI

   Published: 3/23/2024
3. Navigating NVIDIA & the AI Trade – Sell, hold or double down?

   Published: 3/16/2024
4. Why CrowdStrike is separating from the cybersecurity pack

   Published: 3/9/2024
5. The unplanned genius of Broadcom's route to AI dominance

   Published: 3/2/2024
6. Dissecting the AI boom through the dotcom lens

   Published: 2/24/2024
7. Cloud optimization wanes as AI slowly lifts off

   Published: 2/17/2024
8. Intel Foundry is a bold bet filled with uncertainty

   Published: 2/10/2024
9. Slicing the Gordian Knot - A leap to real-time systems of truth

   Published: 2/3/2024
10. Enterprise Technology Predictions 2024

    Published: 1/27/2024
11. 2024 IT spending outlook shows cautious start with optimistic finish

    Published: 1/22/2024
12. Unifying intelligence in the age of data apps

    Published: 1/13/2024
13. Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills

    Published: 1/6/2024
14. Grading Our 2023 Enterprise Technology Predictions

    Published: 12/30/2023
15. The rise of observability and why it matters to your business

    Published: 12/23/2023
16. David vs Goliath reimagined - OpenAI's approach to AI supervision

    Published: 12/19/2023
17. Moving beyond separation of compute & storage…Journey to the 6th data platform

    Published: 12/9/2023
18. re:Invent ‘23 Underscores a New Simplicity Mandate for AWS

    Published: 12/1/2023
19. The OpenAI meltdown…Winners & losers in the battle for AI supremacy

    Published: 11/21/2023
20. The copilot era takes flight at Microsoft Ignite 2023

    Published: 11/18/2023