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Breaking Analysis with Dave Vellante

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Breaking Analysis with Dave Vellante
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  • Grading our 2025 Enterprise Technology Predictions
    Breaking Analysis with Dave Vellante
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    17:32
  • Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI
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    1:05:50
  • Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
    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.
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    10:56
  • Sam Altman Resets the Economics of AI Factories
    Breaking Analysis with Dave Vellante and theCUBE Research
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    47:44
  • AI Factories - Data Centers of the Future
    Breaking Analysis with Dave Vellante
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    48:38

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À propos de Breaking Analysis with Dave Vellante

Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
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