Dave Vellante
Latest from Dave Vellante
QDC26 shows progress in the hardware, software and tooling around quantum computing as customers look for evidence of better outcomes. IBM Corp.’s Quantum Developer Conference in Chicago this week marked a change in emphasis. IBM claims that researchers have demonstrated quantum advantage …
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 …
Micron’s memory boom: Is the industry’s cyclicality really ending?
In Breaking Analysis 322, we shared with you that our forecast of a $1 trillion silicon business arrived two years earlier than we had forecast. The reason for our 24-month miss was the bottleneck had moved from graphics processing units to memory. …
ServiceNow AI Control Tower: Selling a penthouse while building the frame
ServiceNow Inc. is making one of the more consequential and visible bets in enterprise artificial intelligence. The company says AI Control Tower can discover and govern any agent, work across models and clouds, track cost and value, and shut down behavior that …
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 …
Nvidia’s scale-in play: Controlling agents is the next infrastructure priority
Nvidia Corp. is extending the data processing unit from infrastructure offload to a broader security role across the artificial intelligence factory. The opportunity is to make agentic AI safer to operate at scale. That’s according to Gilad Shainer, Nvidia’s senior vice president …
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 …
CrowdStrike’s post-Mythos surge: Moat, momentum and the blast-radius test
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. …