Dave Vellante
Latest from Dave Vellante
The ever-expanding cloud has become ubiquitous. No longer is the cloud some remote set of services, somewhere up in the sky. Rather, the cloud is seeping into every industry, hybrid on-premises models, edge workloads and telco markets, and it has its sights …
Broadcom’s VMware strategy is winning despite market friction
Broadcom Inc.’s acquisition of VMware Inc. is proceeding almost exactly as we expected when the deal was announced in May 2022. Much of the media and competitor narrative is focused on the increased license fees Broadcom is imposing and the urgency of migrating off …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …