Breaking Analysis with Dave Vellante

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Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI
20-12-2025 | 49 Min.
In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many believe is the greatest business in the history of the technology business.
Grading our 2025 Enterprise Technology Predictions
13-12-2025 | 17 Min.
Breaking Analysis with Dave Vellante
Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
06-12-2025 | 1 u. 5 Min.
Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
24-11-2025 | 10 Min.
Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.
Sam Altman Resets the Economics of AI Factories
08-11-2025 | 47 Min.
Breaking Analysis with Dave Vellante and theCUBE Research