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

Stablecoins gain legitimacy as crypto finds clarity in the regulatory fog

The stablecoin market is rapidly maturing into one of the most consequential sectors of the digital asset economy. After years of uncertainty, regulatory friction and media skepticism, stablecoins are no longer a speculative curiosity. Rather, they are foundational to the next chapter of programmable finance. Our research suggests that the convergence of policy shifts, institutional ...
BREAKING ANALYSIS

Tech spending remains persistently uncertain

While the Nasdaq seems to reach new highs daily, enterprise tech spending remains persistently cautious at the macro amid continued market uncertainty. That’s not necessarily bad news, but it can be disconcerting to decision makers. Often during transitional cycles, like the one we’re in now, executives don’t want to over-rotate on capital allocations that deliver ...
ANALYSIS

A new Cisco for the agentic AI era: Ambition, innovation and the burden of proof at Cisco Live 2025

Cisco Systems Inc. hasn’t enjoyed much organic revenue growth in more than a decade. It just rolled into San Diego claiming this year’s Cisco Live is the “most consequential” event in the company’s history. Hyperbole? Maybe. But after three days on-site comprising a Q&A with Chief Executive Chuck Robbins and President and Chief Product Officer ...
BREAKING ANALYSIS

How Dell is riding the AI wave while serving its massive installed base

Dell Technologies Inc.’s founder-led business is one of the most remarkable and under-appreciated stories in tech. Dell Technologies is not particularly sexy, nor does it put forth an earth- shattering vision that bends the mind. Yet it’s a company that has consistently figured out how to ride successive waves without becoming driftwood. And like Hyman ...
BREAKING ANALYSIS

Power-hungry clouds: Inside tech’s most expensive quarter

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into the hard limits of physics.  Access to megawatts, liquid‑cooled racks and a graphics processing unit supply chain that begins and ends with Nvidia Corp. (and Taiwan Semiconductor Manufacturing Co.) are ...
BREAKING ANALYSIS

The long road to agentic AI – hype vs. enterprise reality

At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic artificial intelligence” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges:  Most ...
BREAKING ANALYSIS

Google’s cloud play: integrated AI from infrastructure to apps

We predict Google’s overall cloud business will reach $54 billion in revenue this year. Our models indicate that Google Cloud Platform will contribute to more than half of that revenue for the first time ever. Despite this performance, Google faces criticism even with its advanced technology and double-digit growth. The reason? It’s still 2.5 to ...

Nvidia GTC takeaway: AI will follow the data

In his GTC keynote this week, Nvidia Corp. Chief Executive Jensen Huang spoke broadly about artificial intelligence in the context of three vectors: AI in the cloud; AI in data centers (on-premises); AI for robotics (edge). What these three pillars have in common is data lives in each. Data has gravity and is expensive to ...
BREAKING ANALYSIS

Behind the research curtain: The new age of analyst relations in tech

The analyst relations function is undergoing a fundamental transformation. Once dominated by a handful of large research houses, such as Gartner, IDC and Forrester, the market now features a spectrum of independent analysts and influencers. The fast-paced nature of the tech industry, its speed of change, the relentless competition and ubiquity of technology make it ...
BREAKING ANALYSIS

Broadcom momentum sparks renewed investor enthusiasm

Since the generative artificial intelligence awakening, we’ve said consistently that Nvidia Corp. and Broadcom Inc. are the No. 1 and No. 2 AI plays in tech. Since peaking in mid-December of last year, Broadcom shares have been under pressure, down on sympathy with other semiconductor stocks and the general confusion about the economy, tariffs, inflation, jobs, geopolitics, ...