Dave Vellante
Latest from Dave Vellante
IBM Corp. entered Think 2026 with a different posture than the market is used to. In this artificial intelligence cycle, the company is leaning hard into openness and ecosystem – and doing it without the usual proprietary overtones. According to Chairman and …
Arvind Krishna’s keynote at IBM Think: AI-first enterprises, hybrid as default, quantum moves from science to engineering
The artificial intelligence era is widening the gap between winners and laggards, and the delta is not only determined by who has the most AI but also how deeply AI is embedded into business processes. That’s according to IBM Corp. Chief Executive Arvind …
A cybersecurity harbinger: Oracle front-runs AI model threat with new customer security advisory
SiliconANGLE was able to review an Oracle Corp. security alert that went out to customers this week. We believe it was a direct response to Anthropic PBC’s new Mythos artificial intelligence model, and other frontier models, that significantly lower the cost for …
As AI powers Google, what’s next for Google Cloud
The agentic artificial intelligence era is forcing a reset in enterprise architecture. Agents that take action go well beyond analyzing data sitting in lakehouses. When agents operate on behalf of humans – continuously, at machine scale – they introduce requirements that most …
Nvidia GTC 2026: Jensen Huang’s Groq ‘Mellanox moment’ and the inference land grab
Ahead of Nvidia Corp.’s GTC 2026 this week, we reiterate our thesis that the center of gravity in artificial intelligence is shifting from “How fast can you train?” to “How well can you serve?” Training has ushered in the modern AI era. …
Cloud earnings bring capex clarity, concern and confusion
This winter’s 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, these four firms will spend more than $615 billion in capex this year, an increase of approximately …
Microsoft investors fret as capital spending and Azure growth decouple
Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors tells a different story, with the stock off double …
2026 data predictions: Scaling AI agents via contextual intelligence
More than eight years into the modern era of artificial intelligence, the industry has moved past the awe of generative AI 1.0. The novelty is gone and in its place is scrutiny. Enterprises are less impressed by demos and more impatient about …
Grading our 2025 enterprise technology predictions
Welcome to this special Breaking Analysis, where we look back and grade ourselves on our 2025 enterprise technology predictions. This is the time of year when we get a flood of predictions from public relations and other thought leaders. As you know, we …
Resetting GPU depreciation: Why AI factories bend, but don’t break, useful life assumptions
Much attention has been focused in the news on the useful life of graphics processing units, the dominant chips for artificial intelligence. Though the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like …