Dave Vellante

David Vellante is co-CEO of SiliconANGLE Media, as well as co-founder and Chief Analyst of The Wikibon Project, the world’s leading open source IT research community. Dave is a long-time tech industry analyst, entrepreneur, writer and speaker. He is co-host of theCUBE – “The ESPN of Tech.” He is also a co-founder of Crowdspots, an angel funded startup based in Palo Alto using big data techniques to extract business value from social data. Prior to these exploits Dave ran a CIO consultancy and spent a decade growing and managing IDC’s largest business unit. He lives in Massachusetts with his wife and four children where he serves as the President of his town’s local “Kiddie Sports” association. Dave holds a B.S. in Applied Mathematics from Union College.

Latest from Dave Vellante

BREAKING ANALYSIS

New CEO Pat Gelsinger must channel Andy Grove and recreate Intel

INFRA - BY DAVE VELLANTE - 5 YEARS AGO

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

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

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

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

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 ...
BREAKING ANALYSIS

As AWS storage revenue nears $10B, legacy players feel the heat

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

The storage business as we know it has changed forever. The storage business as we know it has changed forever. On premises, external storage was once a virtually unlimited and untapped bastion of innovation, VC funding and lucrative exits. Today it is a shadow of its former self and the glory days of storage in ...
BREAKING ANALYSIS

Cloud, containers, AI and RPA will spur a strong tech spending rebound in 2021

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

Spending data shows that cloud, containers, artificial intelligence and automation initiatives are setting the stage for a strong rebound in tech spending next year. The year 2020 has acted as a hasty but effective proof of concept for how to digitally transform businesses. Chief information officers report that generally, technology spending levels have either rebounded ...
BREAKING ANALYSIS

Cloud 2030: Driving from transforming IT to transforming every business

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

Cloud computing has been the single most transformative force in information technology over the last decade. What will Cloud 2030 look like? As we move deeper into the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and autonomous resource that will disrupt the operational stacks of virtually every company in ...
BREAKING ANALYSIS

No silver bullet: COVID-19 sparks permanent shifts in cybersecurity

SECURITY - BY DAVE VELLANTE - 5 YEARS AGO

As we’ve reported extensively, the pandemic has affected cybersecurity markets perhaps more than any other in technology. Remote work has caused chief information security officers to shift spending priorities toward identity access management, endpoint and cloud security. COVID-19 has been a benefactor for next-generation security companies that participate in these sectors. Notably, we believe tactical responses ...
BREAKING ANALYSIS

How Snowflake plans to change a flawed data warehouse model

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

Snowflake Inc. will not grow into its heady valuation by simply stealing share from the on-premises data warehouse providers. Even if it got 100% of the data warehouse business, it wouldn’t come close to justifying its market cap. Instead, Snowflake must create an entirely new market based on completely changing the way organizations think about ...
BREAKING ANALYSIS

Despite softer tech spending, cloud revenue accelerates in the COVID era

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

As we watch a historic election unfold before our eyes, we look back at the early days of this millennium and the memorable presidential race of 2000. That decade was defined by 9/11, which permanently reshaped our thinking. We exited the 2000s at the tail end of a massive financial crisis only to enter the ...
BREAKING ANALYSIS

Analysis: In an epic pivot to the cloud, Microsoft makes Azure the linchpin of its future

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

Microsoft Corp.’s Azure cloud computing service is the linchpin of the tech giant’s innovation strategy. As we reported last week, we believe that in the next decade, changes in public policy will restrict the way in which big internet companies are able to appropriate user data. Big tech came under fire again this week with the chief ...

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