Dave Vellante

David Vellante is co-CEO of SiliconANGLE Media, as well as co-founder and Chief Analyst of The Wikibon Project, the world’s leading open source IT research community. Dave is a long-time tech industry analyst, entrepreneur, writer and speaker. He is co-host of theCUBE – “The ESPN of Tech.” He is also a co-founder of Crowdspots, an angel funded startup based in Palo Alto using big data techniques to extract business value from social data. Prior to these exploits Dave ran a CIO consultancy and spent a decade growing and managing IDC’s largest business unit. He lives in Massachusetts with his wife and four children where he serves as the President of his town’s local “Kiddie Sports” association. Dave holds a B.S. in Applied Mathematics from Union College.

Latest from Dave Vellante

BREAKING ANALYSIS

Navigating Nvidia and the AI trade: Sell, hold or double down?

Heading into the second half of 2023, some investors felt that the semiconductor runup last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from ...
BREAKING ANALYSIS

Dave Vellante’s Breaking Analysis: The complete collection

Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research. Branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 220 – ...
BREAKING ANALYSIS

Why CrowdStrike is separating from the cybersecurity pack

It has been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past 24 months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto Networks Inc. shocked ...
BREAKING ANALYSIS

The unplanned genius of Broadcom’s route to AI dominance

When you think of artificial intelligence leadership, which companies come to mind? Nvidia Corp., OpenAI, the hyperscalers, Meta Platforms Inc., Hugging Face Inc., Anthropic PBC and names like that, right? You don’t typically think of Broadcom Inc., do you? You should. In our view, Broadcom, along with Nvidia, has become one of the top two ...
BREAKING ANALYSIS

Dissecting the AI boom through the dotcom lens

Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst. It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different era, ...
BREAKING ANALYSIS

Cloud optimization wanes as AI slowly lifts off

The past 24 months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – that is, cloud optimization. Nonetheless, the big four hyperscaler cloud providers clocked in between $170 billion and $190 billion in infrastructure-as-a-service and platform-as-a-service revenue last year depending on how you factor the ...
BREAKING ANALYSIS

Intel Foundry is a bold bet filled with uncertainty

As an American, you can’t help but root for Intel Corp. CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather, it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in ...
BREAKING ANALYSIS

2024 IT spending outlook shows cautious start with optimistic finish

Recent spending intentions data from more than 1,700 information technology decision makers indicates that executives expect technology budgets to grow at 4.3% this year. That’s up from roughly 3.5% in 2023 and is higher than the expectation in October, which was 3.8%. But the forecasts for 2024 are backend-loaded. Moreover, although some sectors such as ...
BREAKING ANALYSIS

Predictions 2024: Deciphering gen AI’s effect on data, governance and skill gaps

With Sanjeev Mohan, Tony Baer, Carl Olofson, Dave Menninger and Doug Henschen In the words of famous people such as Nobel laureate Neils Bohr and baseball legend Yogi Berra, predictions are very difficult, especially if they’re about the future. In this special Breaking Analysis, we’re pleased to host our third annual data predictions power panel ...
BREAKING ANALYSIS

Grading our 2023 enterprise technology predictions

Predictions about the future of enterprise tech are streaming to our inboxes, literally by the thousands. Most are thoughtful and we will review those prior to publishing our 2024 predictions later in January. As is our tradition, we try to make our own predictions more challenging by citing forecasts that are measurable and have either ...