Breaking Analysis with Dave Vellante

The AI control gap - who gets to say 'it's safe?'

CoreWeave’s next test: From GPU scarcity to a durable AI cloud

CoreWeave’s transition from a beneficiary of GPU scarcity to a durable AI cloud provider hinges on its ability to deliver superior performance and operational quality. While initial customer acquisition is driven by hyperscale capacity constraints, long-term retention relies on specialized infrastructure, Kubernetes in...

Salesforce After Dreamforce - How $CRM can grow beyond its own interface

Beyond Shared Responsibility: When AI Acts, Who Owns the Blast Radius?

CrowdStrike’s Post-Mythos Surge

From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics?

Did Jensen just make the AI buildout too big to fail?

Forecasting the AI Bubble

AMD's Next Reinvention — A New Playbook for the AI Era

Forget AGI…The Prize is Enterprise AGI

Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend

Personal Agents Light the Fuse In the Age of Data Intelligence

How AI Stacks are Rewriting the Rules of Business

Nvidia, AI factories and the transition to accelerated computing

Google’s Agent Platform Takes Pole Position but Work Remains

As AI Powers Google, What’s Next for Google Cloud

The Agentic Gap: Vendors Sprint, Enterprises Crawl

RSAC 2026 preview: AI hype meets operating model reality

AI factories move out- Why the edge becomes hyperconverged

Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds