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

Intel Foundry is a bold bet filled with uncertainty

As an American, you can’t help but root for Intel Corp. CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather, it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in ...
BREAKING ANALYSIS

2024 IT spending outlook shows cautious start with optimistic finish

Recent spending intentions data from more than 1,700 information technology decision makers indicates that executives expect technology budgets to grow at 4.3% this year. That’s up from roughly 3.5% in 2023 and is higher than the expectation in October, which was 3.8%. But the forecasts for 2024 are backend-loaded. Moreover, although some sectors such as ...
BREAKING ANALYSIS

Predictions 2024: Deciphering gen AI’s effect on data, governance and skill gaps

With Sanjeev Mohan, Tony Baer, Carl Olofson, Dave Menninger and Doug Henschen In the words of famous people such as Nobel laureate Neils Bohr and baseball legend Yogi Berra, predictions are very difficult, especially if they’re about the future. In this special Breaking Analysis, we’re pleased to host our third annual data predictions power panel ...
BREAKING ANALYSIS

Grading our 2023 enterprise technology predictions

Predictions about the future of enterprise tech are streaming to our inboxes, literally by the thousands. Most are thoughtful and we will review those prior to publishing our 2024 predictions later in January. As is our tradition, we try to make our own predictions more challenging by citing forecasts that are measurable and have either ...
BREAKING ANALYSIS

The rise of observability and why it matters to your business

The rapid awareness and adoption of artificial intelligence has increased concerns around security, governance, compliance and business risk. The digital business imperative to improve customer experience combined with a vastly more complex technology environment, comprising multiple clouds, the internet of things, containers, app integration and the popularity of open source, are driving need for better ...
BREAKING ANALYSIS

David versus Goliath reimagined: OpenAI’s approach to AI supervision

Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as ...
BREAKING ANALYSIS

The OpenAI meltdown: Winners and losers in the battle for AI supremacy

Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had ...
BREAKING ANALYSIS

The copilot era takes flight at Microsoft Ignite 2023

Microsoft Ignite 2023 was one part a celebration of yearlong technological innovations, one part announcing the general availability of previously announced products, one part vision, one part ecosystem and four parts copilots everywhere. Copilots promise a historic software-led productivity increase. Perhaps for the first time in industry history, we’re seeing huge demand for software coincide ...
BREAKING ANALYSIS

IBM turns the corner with Watson: Why 2.0 is a breakthrough opportunity

With Watson 1.0, IBM Corp. deviated from the Silicon Valley mantra — fail fast — as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – that is, watsonx. IBM’s deep research in artificial intelligence and ...
BREAKING ANALYSIS

The generative AI power law: How data diversity will influence adoption

Our research indicates that the adoption of generative artificial intelligence is occurring across a variety of frameworks with diverse deployment models, data sets and domain specificities. The transformative power of generative AI for industries is colossal, and we are convinced that AI will gravitate to where data lives. The power law of gen AI, developed by ...