Breaking Analysis with Dave Vellante

253 Episodes

1. Spearing Tech Stocks Beyond the Magnificent Seven

   Published: 8/5/2023
2. What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares

   Published: 7/29/2023
3. AI gives cyber attackers the advantage for now

   Published: 7/21/2023
4. AI won’t be a winner takes all market

   Published: 7/15/2023
5. Connecting the dots on the emerging Databricks tech stack

   Published: 7/8/2023
6. Connecting the Dots on Snowflake's Data Cloud Ambitions

   Published: 7/1/2023
7. HPE wants to turn supercomputing leadership into gen AI profits

   Published: 6/24/2023
8. Uber’s real-time architecture represents the future of data apps…meet the architects who built it

   Published: 6/17/2023
9. Snowflake Summit will reveal the future of data apps...here's our take

   Published: 6/10/2023
10. Cisco needs to simplify…Here’s how

    Published: 6/3/2023
11. The future of AI is real time data…Meantime GPUs are making all the headlines

    Published: 5/27/2023
12. The AI-powered hybrid-multi-super cloud

    Published: 5/20/2023
13. Searching for gold in enterprise AI

    Published: 5/13/2023
14. Desperately Seeking Cloud Repatriation

    Published: 5/6/2023
15. Don't be fooled by slowing cloud growth...cost optimization is a feature not a bug

    Published: 5/1/2023
16. RSA 2023 Security Identity Crisis Part 2

    Published: 4/22/2023
17. RSA 2023 highlights an identity crisis in the age of AI

    Published: 4/15/2023
18. Hidden Gems from HPE GreenLake Storage Day

    Published: 4/8/2023
19. Semis rebound but enterprise tech spending remains soft

    Published: 4/3/2023
20. Which tech firms are most exposed to the banking crisis?

    Published: 3/27/2023