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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

Can enterprise AI pay for the boom?

The artificial intelligence buildout is making an enormous bet on what businesses will eventually be willing to pay for intelligence. In our research this summer on forecasting the AI bubble, we argued that a key indicator to watch is productive utilization by …

The AI control gap: Who gets to say ‘It’s safe’?

We see a control gap between what artificial intelligence can do and what the evidence supports trusting it to do. A great demo doesn’t prove that a system will stay within the limits of an intended deployment’s goals. The question is: Who …

CoreWeave’s next test: From GPU scarcity to a durable AI cloud

Ahead of CoreWeave Inc.’s Fully Connected conference in San Francisco, we have made a notable investment in proprietary customer research with Qualitate. Rather than simply repeat the earnings call, we went to the people evaluating, buying and running the infrastructure. This analysis …

Forecasting the AI bubble: When scarcity turns to surplus

Artificial intelligence can be technologically transformative and still produce a capital bubble. Those two ideas are not in conflict. The bubble bursting does not require AI to fail. It only requires deployable supply and capital commitments to grow faster than monetizable demand. …

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