Dave Vellante
Latest from Dave Vellante
CrowdStrike Holdings Inc.’s most recent earnings print shows that Anthropic PBC’s Mythos model transformed artificial intelligence security from something chief information security officers needed to worry about down the road into an immediate buying event. The company’s entrenched position in endpoint – …
Did Nvidia’s Jensen Huang just make the AI buildout too big to fail?
Nvidia Corp. is no longer just selling technology. It is helping create a financial asset class around artificial intelligence compute. In our last Breaking Analysis, we argued that AI can be technologically transformative and still produce a capital bubble. Our thesis was simply …
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. …
AMD calls its shot, but the real race is engineering velocity
At AMD’s Advancing AI event, Lisa Su called her shot – just like Babe Ruth. The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD’s next reinvention did not require it to beat Nvidia. …
AMD’s next reinvention: A new playbook for the AI era
Advanced Micro Devices Inc.’s first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine the company. AMD’s resurgence over the past decade came from doing what many thought was improbable – rebuilding its processor franchise, taking meaningful …
Alex Karp, frontier models and the real fight for Enterprise AI
Palantir Technologies Inc. Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central enterprise artificial intelligence debate. Karp’s argument is that frontier model vendors (he didn’t mention Anthropic and OpenAI by name) intend to …
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 …
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 …
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 …
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 …