Dave Vellante
Latest from Dave Vellante
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 ...
BREAKING ANALYSIS
As AWS storage revenue nears $10B, legacy players feel the heat
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
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 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 ...









