Dave Vellante
Latest from Dave Vellante
In the words of theCUBE analyst and chief technology officer David Nicholson, Broadcom Inc. buys old cars. Not to restore them to their original beauty… nope… it buys classic cars to extract the platinum that’s inside the catalytic converter. Broadcom’s planned $61 …
Supercloud is becoming a thing
Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating beyond the notion of multicloud. We’ve said for years that multicloud is really not a strategy but rather a symptom of multivendor. The supercloud is emerging as a potential solution to …
Are cybersecurity stocks oversold, or still too pricey?
Cybersecurity stocks have been sending mixed signals as of late — mostly negative, like much of tech. But some, such as Palo Alto Networks Inc., despite a tough go of it recently, have held up better than most tech names. Others such …
What you may not know about the Dell-Snowflake deal
In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous-generation boxes. They would make a big deal out of it and the independent software vendors would do …
The ever-expanding cloud continues to storm the IT universe
Despite a mixed bag of earnings reports from tech companies recently, a fall in gross domestic product this past quarter and rising inflation, the cloud continues its relentless expansion on the information technology landscape. Amazon Web Services Inc., Microsoft Corp. and Alphabet …
Does hardware (still) matter?
The ascendancy of cloud and software as a service has shone new light on how organizations think about, pay for and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring ports, tuning storage arrays and maximizing server utilization have …
Closing the technology and architectural gaps of data mesh
The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their data strategies, future investments and their current architectural approaches. Some in the …
Ripple effects from the Okta security breach are worse than you think
The recent security breach of a third-party supplier to Okta Inc. has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been obvious: Investors shaved about $6 billion off the company’s market cap …
As danger looms, the C-suite taps the brakes on tech spending
The tech spending party’s over — at least for now. Fresh survey data from Enterprise Technology Research shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side downgrades in hardware companies …
Governments should heed the history of tech antitrust policy
There are very few political issues that get bipartisan support these days, never mind consensus spanning geopolitical boundaries. But whether we’re talking across the aisle or over the pond, there seems to be common agreement that the power of big tech firms …