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

Cloud market share shows vendors eyeing a $1T opportunity

CLOUD - BY DAVE VELLANTE - 4 DAYS AGO

The ever-expanding cloud has become ubiquitous. No longer is the cloud some remote set of services, somewhere up in the sky. Rather, the cloud is seeping into every industry, hybrid on-premises models, edge workloads and telco markets, and it has its sights set on space. The market size is staggering and will surpass $1 trillion ...
BREAKING ANALYSIS

Dave Vellante’s Breaking Analysis: The complete collection

CLOUD - BY DAVE VELLANTE - 6 DAYS AGO

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 221 – ...
BREAKING ANALYSIS

Broadcom’s VMware strategy is winning despite market friction

CLOUD - BY DAVE VELLANTE - 1 WEEK AGO

Broadcom Inc.’s acquisition of VMware Inc. is proceeding almost exactly as we expected when the deal was announced in May 2022. Much of the media and competitor narrative is focused on the increased license fees Broadcom is imposing and the urgency of migrating off VMware. But customer conversations and recent data suggest that while migrations are happening, ...
BREAKING ANALYSIS

Generative AI adoption sets the table for AI ROI

AI - BY DAVE VELLANTE - 4 WEEKS AGO

Generative artificial intelligence enthusiasm has lately turned to artificial intelligence skepticism. Lack of clarity on tangible return on investment for mainstream businesses, a narrow list of early winners and relentless vendor marketing around AI has caused cynicism and media backlash. But the reality remains that we have entered a new era in technology innovation that ...
BREAKING ANALYSIS

How IBM and Palo Alto Networks team up to combat cyberthreats

SECURITY - BY DAVE VELLANTE - 1 MONTH AGO

It’s estimated that organizations spend more than $200 billion annually on security hardware, software and services globally. That’s a big number. But consider that the economic impact of cybercrime ranges from $500 billion to $2 trillion annually. There’s even an estimate from Cybersecurity Ventures that says the figure is as high as $9.5 trillion. Each ...
BREAKING ANALYSIS

What Microsoft’s financial disclosures reveal about Azure’s market position

CLOUD - BY DAVE VELLANTE - 1 MONTH AGO

Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more closely aligning with how Amazon Web Services Inc., the leader in cloud computing infrastructure, reports its metrics. The accounting change removed certain mature, slower ...
BREAKING ANALYSIS

Desperately seeking AI ROI as IT budgets tighten

AI - BY DAVE VELLANTE - 2 MONTHS AGO

Data from recent surveys shows that the scenarios we’ve been putting forth throughout 2024 continue to be in play. Specifically, we cite three main dynamics affecting the tech spending climate, including: 1) Information technology budgets continue to be constrained as; 2) Generative artificial intelligence is being funded by stealing from other budget buckets; and 3) The return ...
BREAKING ANALYSIS

Six technology myths and the Big Tech-lash

POLICY - BY DAVE VELLANTE - 2 MONTHS AGO

Technology generally and Big Tech specifically are regularly cited by politicians, media and governments around the world as the root of many societal problems today. Accusations such as privacy invaders, fake news amplifiers, job destroyers, discriminators and more are commonly lobbed at technology firms with little recognition for the substantial value large tech companies have ...
BREAKING ANALYSIS

Cloud spending remains resilient amid market turbulence

CLOUD - BY DAVE VELLANTE - 3 MONTHS AGO

The investor community is realizing that the return on invested capital for the artificial intelligence buildout is going to take some time. The payback period for enterprise AI investments is not akin to the dopamine rush from completing a great workout. This realization, combined with several other macro factors, has caused the big AI names ...
BREAKING ANALYSIS

CrowdStrike incident sounds an alarm on critical infrastructure

SECURITY - BY DAVE VELLANTE - 4 MONTHS AGO

The chaos caused by yesterday’s content update by CrowdStrike Holdings Inc. shows that even the most successful cybersecurity firms with great management, award-winning products and a growing business, are exposed to unexpected events. What’s even more important is that it underscores the fragility of our connected world and the critical infrastructure that makes it run. ...

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