Breaking Analysis with Dave Vellante

267 Episoder

1. Adobe Summit highlights personalization at scale with Gen AI

   Udgivet: 30.3.2024
2. NVIDIA, Broadcom and the expanding breadth of AI

   Udgivet: 23.3.2024
3. Navigating NVIDIA & the AI Trade – Sell, hold or double down?

   Udgivet: 16.3.2024
4. Why CrowdStrike is separating from the cybersecurity pack

   Udgivet: 9.3.2024
5. The unplanned genius of Broadcom's route to AI dominance

   Udgivet: 2.3.2024
6. Dissecting the AI boom through the dotcom lens

   Udgivet: 24.2.2024
7. Cloud optimization wanes as AI slowly lifts off

   Udgivet: 17.2.2024
8. Intel Foundry is a bold bet filled with uncertainty

   Udgivet: 10.2.2024
9. Slicing the Gordian Knot - A leap to real-time systems of truth

   Udgivet: 3.2.2024
10. Enterprise Technology Predictions 2024

    Udgivet: 27.1.2024
11. 2024 IT spending outlook shows cautious start with optimistic finish

    Udgivet: 22.1.2024
12. Unifying intelligence in the age of data apps

    Udgivet: 13.1.2024
13. Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills

    Udgivet: 6.1.2024
14. Grading Our 2023 Enterprise Technology Predictions

    Udgivet: 30.12.2023
15. The rise of observability and why it matters to your business

    Udgivet: 23.12.2023
16. David vs Goliath reimagined - OpenAI's approach to AI supervision

    Udgivet: 19.12.2023
17. Moving beyond separation of compute & storage…Journey to the 6th data platform

    Udgivet: 9.12.2023
18. re:Invent ‘23 Underscores a New Simplicity Mandate for AWS

    Udgivet: 1.12.2023
19. The OpenAI meltdown…Winners & losers in the battle for AI supremacy

    Udgivet: 21.11.2023
20. The copilot era takes flight at Microsoft Ignite 2023

    Udgivet: 18.11.2023