Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Satya Nadella lays out a vision at Ignite 2021: What it means for Microsoft and the cloud
Microsoft Corp. Chief Executive Satya Nadella sees a different future for cloud computing over the coming decade. In his Microsoft Ignite keynote this past week, Nadella (pictured) laid out the five attributes that will define the cloud in the next 10 years. His vision is a cloud platform that is decentralized, ubiquitous, intelligent, sensing and ...
BREAKING ANALYSIS
Software-as-a-service attack, on-prem survival and redefining cloud
Software-as-a-service companies have been some of the strongest performers during this COVID-19 era. They finally took a bit of a breather this month but remain generally well-positioned for the next several years with their predictable revenue models and cloud-based offerings. Meanwhile, the demise of on-premises data center legacy players from COVID shock seems to have ...
BREAKING ANALYSIS
Robotic process automation remains on a hot streak as UiPath blazes the trail
UiPath Inc.’s recent $750 million fundraising at a $35 billion valuation underscores investor enthusiasm for robotic process automation. And why not? The pandemic has fueled a surge in automation initiatives as organizations retool their operations and prepare for a post-COVID environment. But reasonable people are asking: “Is this market getting overheated?” In this Breaking Analysis ...
BREAKING ANALYSIS
How the SolarWinds hack and COVID-19 are changing cybersecurity spending
Top security pros say the SolarWinds hack and the COVID-19 pandemic have accelerated a change in their cybersecurity spending patterns. Not only must chief information security officers secure an increasingly distributed workforce, but they now must also be wary of software code coming from reputable vendors, including the very patches designed to protect them against ...
BREAKING ANALYSIS
Big 4 cloud providers poised to surpass $115B in revenue this year
We’re seeing the emergence of four, and only four, A players in the market for hyperscale cloud computing services. For the combined infrastructure as a service and platform as a service market, only Amazon Web Services Inc., Microsoft Corp. with Azure, Alibaba Group Holding Ltd. and Alphabet Inc.’s Google Cloud Platform have the resources, momentum ...
BREAKING ANALYSIS
These four key drivers will cause tech spending to roar back in 2021
Tech spending is about to roar back. Following a 4% to 5% contraction in 2020, we expect a 6% to 7% increase in 2021 technology spending. We see four key drivers for that growth: 1) Continued fine-tuning of and investment in digital strategies, such as cloud, security, artificial intelligence, data and automation; 2) Application modernization initiatives, ...
BREAKING ANALYSIS
Decentralization and a data deluge: TheCUBE on Cloud reveals the future of cloud
The next 10 years of cloud will differ dramatically from the past decade, in ways we couldn’t have imagined just a few years ago. The early days of cloud deployed virtualization of standard off-the-shelf components to scale out and build a large distributed system. The coming decade will see a much more data-centric, real-time, intelligent, ...
BREAKING ANALYSIS
New CEO Pat Gelsinger must channel Andy Grove and recreate Intel
Much of the discussion around Intel Corp.’s current challenges understandably is focused on manufacturing issues and its ongoing market share skirmish with Advanced Micro Devices Inc. But the core issue the chipmaking giant faces is it has lost the volume game, forever. When it comes to silicon, volume is king. As such, incoming Chief Executive ...
BREAKING ANALYSIS
Predictions 2021: Here’s what’s coming in enterprise technology
In our 2020 Enterprise Technology Predictions post, we said that organizations would slow down experimentation this year and begin to operationalize their digital transformation proof-of-concepts. We also said that, based on spending data, cybersecurity companies such as CrowdStrike Holdings Inc. and Okta Inc. were poised to rise above the rest in 2020 along with an accelerated pace ...
BREAKING ANALYSIS
Cloud momentum and CIO optimism point to a 4% rise in 2021 tech spending
A range of new data now suggests that tech spending will be higher than we previously thought for 2021. COVID-19 learnings, a faster-than-expected vaccine rollout, productivity gains and broad-based cloud leverage lead us to raise our outlook for next year. We now expect a 3% to 5% increase in 2021 technology spending, roughly double our previously ...