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

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 than $300 million and the company’s value is rapidly approaching $1 trillion. Marvell ...
BREAKING ANALYSIS

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 and extract the signal from the event noise. This week we’ll see Microsoft ...
BREAKING ANALYSIS

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 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

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

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

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

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

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?

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

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 ...