Dave Vellante
Latest from Dave Vellante
Investors love Snowflake Inc.’s stock at $400 and hate it at $165. That’s the nature of the business, isn’t it? Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. …
Pat Gelsinger has the vision. Intel just needs time, cash and a miracle
Intel Corp.’s future would be a disaster without Pat Gelsinger. But even with the chief executive’s clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling …
Robotic process automation becomes a transformation catalyst. Here’s what’s new
In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprisewide megatrend …
Cybersecurity stocks caught in the storm while private firms keep rising
The pandemic precipitated what is shaping up to be a permanent shift in cybersecurity spending patterns. As a direct result of hybrid work, chief information security officers have invested heavily in endpoint security, identity access management, cloud security and further hardening the network beyond headquarters. …
The improbable rise of Kubernetes to become the operating system of the cloud
The rise of Kubernetes came about through a combination of forces that were, in hindsight, quite a long shot. Amazon Web Services Inc.’s dominance created momentum for cloud-native application development and the need for simpler experiences beyond easily spinning up compute as …
What to expect in cloud computing in 2022 and beyond
We’ve often said that the next 10 years in cloud computing won’t be like the last 10. Cloud has firmly planted its footprint on the other side of the chasm with the momentum of the entire multitrillion-dollar technology business behind it. Both sellers …
Securing your Snowflake cloud data
The challenges of legacy data warehouses and traditional business intelligence systems have been well-documented. Built on rigid infrastructure and managed by specialized gatekeepers, data warehouses of the past were, as one financial customer once told us, “like a snake swallowing a basketball.” …
Cybersecurity, blockchain and NFTs meet the metaverse
When Facebook Inc. changed its name to Meta Platforms Inc. last fall, the move catalyzed a chain reaction throughout the tech industry. Software firms, gaming companies, chipmakers, device manufacturers and others have joined in the hype machine. It’s easy to dismiss the metaverse as …
Analyst predictions 2022: The future of data management
In the 2010s, organizations became keenly aware that data would become the critical ingredient in driving competitive advantage, differentiation and growth. But to this day, putting data to work remains a difficult challenge for many if not most organizations. As the cloud …
How did we do? Grading our 2021 predictions
Predictions are all the rage this time of year. On Dec. 29, 2020, in collaboration with Erik Porter Bradley of Enterprise Technology Research, we put forth our predictions for 2021. The focus of our prognostications included tech spending, remote work, productivity apps, cybersecurity, initial public offerings, …