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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.

Homepage Wikibon

Broadcom momentum sparks renewed investor enthusiasm

By Dave Vellante
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…

Cloud

Investors cool on cloud but CEOs double down

By Dave Vellante
Earnings reports from the big three cloud players disappointed investors this week. All three U.S. hyperscalers fell a bit short of consensus for their cloud revenue in the December quarter and investor reaction has…

AI

Generative AI adoption sets the table for AI ROI

By Dave Vellante
Generative artificial intelligence enthusiasm has lately turned to artificial intelligence skepticism. Lack of clarity on tangible return on investment for mainstream businesses, a narrow list of early winners and relentless vendor marketing around AI…

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