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.

Latest from Dave Vellante

BREAKING ANALYSIS

Desperately seeking cloud repatriation

CLOUD - BY DAVE VELLANTE - 3 YEARS AGO

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 potential impact of AI raises some interesting questions about where infrastructure should be ...
BREAKING ANALYSIS

Don’t be fooled by slowing cloud growth: Cost optimization is a feature, not a bug

CLOUD - BY DAVE VELLANTE - 3 YEARS AGO

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 harden this fundamental fact. Our data suggests the deceleration in cloud spend is ...
BREAKING ANALYSIS

RSA 2023 and the security identity crisis, part two

SECURITY - BY DAVE VELLANTE - 3 YEARS AGO

The narrative from security vendors is organizations don’t spend enough money on cyber defense. Maybe… but will spending more actually address the problems organizations face? The conventional wisdom is it will help; or at least it can’t hurt. But as we and others have pointed out over the years, a crowded market and mega venture ...
BREAKING ANALYSIS

RSA 2023 highlights a cybersecurity identity crisis in the age of AI

SECURITY - BY DAVE VELLANTE - 3 YEARS AGO

The RSA Conference takes place in the last week of April this year at a time when the industry is at a crossroads. Where once it looked as if the security industry would be shielded from macroeconomic conditions, the past year has been painful for many investors, with some exceptions – most notably those investors ...
BREAKING ANALYSIS

Hidden gems from HPE’s GreenLake Storage Day

INFRA - BY DAVE VELLANTE - 3 YEARS AGO

Hewlett Packard Enterprise Co. invited a number of industry analysts to participate in HPE GreenLake Storage Day April 4. Notably, HPE declared 2023 the year of storage. Although the company made several storage-related announcements, perhaps even more interesting was what the event tells us about HPE’s culture, its strategy and the future direction of the ...
BREAKING ANALYSIS

Semiconductors rebound, but enterprise tech spending remains soft

INFRA - BY DAVE VELLANTE - 3 YEARS AGO

A rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed, the SOXX semiconductor ETF is up nearly 30% year to date as of this posting date, as are leading company indicators such as Applied Materials Inc. and Lam Research Inc. Nvidia ...
BREAKING ANALYSIS

Which tech firms are most exposed to the banking crisis?

POLICY - BY DAVE VELLANTE - 3 YEARS AGO

The financial services industry has always been a leading consumer of tech with big information technology budgets. The recent banking crisis will add even more headwinds to the already challenging IT spending climate and several tech firms are exposed. In particular, we believe those companies with a higher-than-average mix of business in financial sectors, combined ...
BREAKING ANALYSIS

GPT models are a two-edged sword for automation platforms

AI - BY DAVE VELLANTE - 3 YEARS AGO

The viral awareness and adoption of artificial intelligence foundation models such as OpenAI LP’s ChatGPT have created both an opportunity and threat to automation platforms generally and robotic process automation point tools specifically. On the one hand, large language models can reduce complexity and accelerate the adoption of enterprise automation platforms. The flip side is ...
BREAKING ANALYSIS

MWC 2023 moves beyond consumer and deep into enterprise tech

INFRA - BY DAVE VELLANTE - 3 YEARS AGO

While never really meant to be a consumer tech event, over time the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And though device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack ...
BREAKING ANALYSIS

MWC 2023 highlights telco transformation and the future of business

CLOUD - BY DAVE VELLANTE - 3 YEARS AGO

The world’s leading telecommunications companies are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission costs. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless ...