Dave Vellante
Latest from Dave Vellante
After a tough 2022, the first half of 2023 has shown impressive strength paying off earlier technology bets. For sure, investors in the so-called Magnificent Seven — Apple, Alphabet, Amazon, Microsoft, Meta Platforms, Nvidia and Tesla — have been rewarded. But sharp …
What leaked court docs tell us about AWS, Azure and Google cloud market shares
Recently leaked court documents during Microsoft Corp.’s ActivisionBlizzard hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our …
AI gives cyber attackers the advantage – for now
Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, artificial intelligence-washing, large language model inconsistency and the pace of change, we believe that, for now anyway, adversaries have the advantage …
AI won’t be a winner-takes-all market
The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the No. 1 sector in terms of relative spending velocity …
Connecting the dots on the emerging Databricks tech stack
With George Gilbert, Rob Strechay and Andy Thurai The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform …
Cisco needs to simplify. Here’s how.
With a nearly $60 billion revenue run rate, growing at 14% and throwing off more than $5 billion in operating cash last quarter, Cisco Systems Inc. has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and, if …
GPUs get all the headlines, but the future of AI is real-time data
The era of AI everything continues to excite. But unlike the internet era, where any company announcing a dot-com anything immediately rose in value, the AI gods appear to be more selective. Nvidia Corp. this week beat its top-line whisper number by more …
The AI-powered hybrid-multi-super cloud
Artificial intelligence will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to get serious …
Desperately seeking cloud repatriation
We’ve been skeptical about repatriation as a notable movement but anecdotal evidence suggests that it is happening in certain pockets. Even though we still don’t see cloud repatriation broadly showing in the numbers, certain examples have caught our attention. In addition, the …
Don’t be fooled by slowing cloud growth: Cost optimization is a feature, not a bug
The big three U.S. cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in tech and foundation models such as GPT will only serve to …