Decoding Trump’s Intel Pivot Breaking Analysis with Dave Vellante 16/08/2025 18 min Temporada 1 Episodio 287 Listen "Decoding Trump’s Intel Pivot" Reproducir Descargar episodio Episode Synopsis Breaking Analysis with Dave Vellante More episodes of the podcast Breaking Analysis with Dave Vellante Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions 24/11/2025 Sam Altman Resets the Economics of AI Factories 08/11/2025 AI Factories - Data Centers of the Future 27/10/2025 Salesforce’s Next Era - The Agentic Enterprise 18/10/2025 Service-as-Software: The New Control Plane for Business 04/10/2025 Intel - NVIDIA: The Baton Pass to the CUDA Era 20/09/2025 From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth 13/09/2025 Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics 30/08/2025 Cyber is Your #1 Risk and You’re Likely Unprepared 23/08/2025 Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution 09/08/2025 Ver todos los episodios Share Facebook Twitter LinkedIn