Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Generative AI adoption sets the table for AI ROI
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 has caused cynicism and media backlash. But the reality remains that we have entered a new era in technology innovation that ...
BREAKING ANALYSIS
How IBM and Palo Alto Networks team up to combat cyberthreats
It’s estimated that organizations spend more than $200 billion annually on security hardware, software and services globally. That’s a big number. But consider that the economic impact of cybercrime ranges from $500 billion to $2 trillion annually. There’s even an estimate from Cybersecurity Ventures that says the figure is as high as $9.5 trillion. Each ...
BREAKING ANALYSIS
What Microsoft’s financial disclosures reveal about Azure’s market position
Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more closely aligning with how Amazon Web Services Inc., the leader in cloud computing infrastructure, reports its metrics. The accounting change removed certain mature, slower ...
BREAKING ANALYSIS
Desperately seeking AI ROI as IT budgets tighten
Data from recent surveys shows that the scenarios we’ve been putting forth throughout 2024 continue to be in play. Specifically, we cite three main dynamics affecting the tech spending climate, including: 1) Information technology budgets continue to be constrained as; 2) Generative artificial intelligence is being funded by stealing from other budget buckets; and 3) The return ...
BREAKING ANALYSIS
Six technology myths and the Big Tech-lash
Technology generally and Big Tech specifically are regularly cited by politicians, media and governments around the world as the root of many societal problems today. Accusations such as privacy invaders, fake news amplifiers, job destroyers, discriminators and more are commonly lobbed at technology firms with little recognition for the substantial value large tech companies have ...
BREAKING ANALYSIS
Cloud spending remains resilient amid market turbulence
The investor community is realizing that the return on invested capital for the artificial intelligence buildout is going to take some time. The payback period for enterprise AI investments is not akin to the dopamine rush from completing a great workout. This realization, combined with several other macro factors, has caused the big AI names ...
BREAKING ANALYSIS
CrowdStrike incident sounds an alarm on critical infrastructure
The chaos caused by yesterday’s content update by CrowdStrike Holdings Inc. shows that even the most successful cybersecurity firms with great management, award-winning products and a growing business, are exposed to unexpected events. What’s even more important is that it underscores the fragility of our connected world and the critical infrastructure that makes it run. ...
BREAKING ANALYSIS
Harnessing AI as information technology spending gradually improves
Artificial intelligence continues to lead all enterprise information technology sectors by a wide margin in terms of spending momentum. But that momentum has not led to an across-the-board boost in productivity or meaningful revenue gains for firms. Specifically, the adoption of generative AI is increasing steadily but the use cases are not yet self-funding. As ...
BREAKING ANALYSIS
AI servers are on fire, but cloud continues to win the day
Earnings prints from the likes of Dell Technologies Inc., Super Micro Computer Inc. and more recently Hewlett Packard Enterprise Co. have shown the artificial intelligence server trend is not just benefiting cloud hyperscalers but also firms with large on-premises installed bases. Oracle Corp. as well is trading at an all-time high, citing cloud momentum and ...
BREAKING ANALYSIS
Power play in hybrid AI: IBM and Dell in focus
The Microsoft-OpenAI partnership has catalyzed a massive capital spending buildout and a run on graphics processing units. To give you a sense of the scale, in the last quarter alone, Amazon Web Services Inc., Google LLC, Microsoft Corp. and Meta Platforms Inc. allocated around $40 billion in capital specifically for cloud computing buildouts – much ...









