Dave Vellante
Latest from Dave Vellante
Nvidia GTC takeaway: AI will follow the data
In his GTC keynote this week, Nvidia Corp. Chief Executive Jensen Huang spoke broadly about artificial intelligence in the context of three vectors: AI in the cloud; AI in data centers (on-premises); AI for robotics (edge). What these three pillars have in common is data lives in each. Data has gravity and is expensive to ...
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 221 – ...
BREAKING ANALYSIS
Behind the research curtain: The new age of analyst relations in tech
The analyst relations function is undergoing a fundamental transformation. Once dominated by a handful of large research houses, such as Gartner, IDC and Forrester, the market now features a spectrum of independent analysts and influencers. The fast-paced nature of the tech industry, its speed of change, the relentless competition and ubiquity of technology make it ...
BREAKING ANALYSIS
Broadcom momentum sparks renewed investor enthusiasm
Since the generative artificial intelligence awakening, we’ve said consistently that Nvidia Corp. and Broadcom Inc. are the No. 1 and No. 2 AI plays in tech. Since peaking in mid-December of last year, Broadcom shares have been under pressure, down on sympathy with other semiconductor stocks and the general confusion about the economy, tariffs, inflation, jobs, geopolitics, ...
BREAKING ANALYSIS
Investors cool on cloud but CEOs double down
Earnings reports from the big three cloud players disappointed investors this week. All three U.S. hyperscalers fell a bit short of consensus for their cloud revenue in the December quarter and investor reaction has been negative. But squinting through the data, there’s a lot to like about the position of Amazon Web Services, Google Cloud ...
BREAKING ANALYSIS
Grading our 2024 enterprise technology predictions
The inboxes are overflowing once again with predictions about the future of enterprise tech, as we gear up for 2025. Though many of these forecasts are insightful, we’ll sift through them carefully before releasing our own predictions later in January of next year. True to tradition, we aim to set a higher bar for our ...
BREAKING ANALYSIS
Cloud market share shows vendors eyeing a $1T opportunity
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
Broadcom’s VMware strategy is winning despite market friction
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
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
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 ...
