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

SPECIAL BREAKING ANALYSIS

Arvind Krishna AMA at IBM Think 2026: Openness, integration and key questions on the IBM AI stack

IBM Corp. entered Think 2026 with a different posture than the market is used to. In this artificial intelligence cycle, the company is leaning hard into openness and ecosystem – and doing it without the usual proprietary overtones. According to Chairman and Chief Executive Arvind Krishna (pictured), that choice is purposeful. It’s also a sign ...
ANALYSIS

Arvind Krishna’s keynote at IBM Think: AI-first enterprises, hybrid as default, quantum moves from science to engineering

The artificial intelligence era is widening the gap between winners and laggards, and the delta is not only determined by who has the most AI but also how deeply AI is embedded into business processes. That’s according to IBM Corp. Chief Executive Arvind Krishna at the day 1 keynotes from IBM Think 2026 in Boston. His ...
BREAKING ANALYSIS

A cybersecurity harbinger: Oracle front-runs AI model threat with new customer security advisory

SiliconANGLE was able to review an Oracle Corp. security alert that went out to customers this week. We believe it was a direct response to Anthropic PBC’s new Mythos artificial intelligence model, and other frontier models, that significantly lower the cost for attackers to discover exploits. In this Breaking Analysis, we give you our initial ...
BREAKING ANALYSIS

As AI powers Google, what’s next for Google Cloud

The agentic artificial intelligence era is forcing a reset in enterprise architecture. Agents that take action go well beyond analyzing data sitting in lakehouses. When agents operate on behalf of humans – continuously, at machine scale – they introduce requirements that most enterprises are not engineered for. The so-called “modern data stack” is starting to ...
SPECIAL BREAKING ANALYSIS

Nvidia GTC 2026: Jensen Huang’s Groq ‘Mellanox moment’ and the inference land grab

Ahead of Nvidia Corp.’s GTC 2026 this week, we reiterate our thesis that the center of gravity in artificial intelligence is shifting from “How fast can you train?” to “How well can you serve?” Training has ushered in the modern AI era. Inference is where the monetization rubber meets the proverbial payback road. Token economics, ...
BREAKING ANALYSIS

Cloud earnings bring capex clarity, concern and confusion

This winter’s 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, these four firms will spend more than $615 billion in capex this year, an increase of approximately 70% over what was already considered an inflated 2025. Despite strong fundamental artificial ...
BREAKING ANALYSIS

Microsoft investors fret as capital spending and Azure growth decouple

Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors tells a different story, with the stock off double digits from its pre-earnings price. Last quarter, increased capital spending was interpreted as ...
BREAKING ANALYSIS

2026 data predictions: Scaling AI agents via contextual intelligence

More than eight years into the modern era of artificial intelligence, the industry has moved past the awe of generative AI 1.0. The novelty is gone and in its place is scrutiny. Enterprises are less impressed by demos and more impatient about outcomes. Market watchers are increasingly skeptical about vague narratives, and the commentary has ...
BREAKING ANALYSIS

Grading our 2025 enterprise technology predictions

Welcome to this special Breaking Analysis, where we look back and grade ourselves on our 2025 enterprise technology predictions. This is the time of year when we get a flood of predictions from public relations and other thought leaders. As you know, we publish predictions every January: TheCUBE Research does a set, we do a set with ...
BREAKING ANALYSIS

Resetting GPU depreciation: Why AI factories bend, but don’t break, useful life assumptions

Much attention has been focused in the news on the useful life of graphics processing units, the dominant chips for artificial intelligence. Though the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like central processing units before, have a significantly longer useful life than many claim. ...