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

Dave Vellante’s Breaking Analysis: The complete collection

Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research. Branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 221 – ...
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 ...
BREAKING ANALYSIS

RSA Conference 2024 goes beyond AI-powered security to securing AI itself

The past week’s RSA Conference 2024 was crowded, buzzy, vibrant and chaotic, underscoring the very nature of the cybersecurity industry. This market has a kind of self-propelling energy with a dynamic that blends tons of money, an ever-present and capable adversary, technical innovation, public policy, geopolitics and a smashing together of the digital and physical ...
BREAKING ANALYSIS

How chasing AI shifts tech spending patterns

In another big week, we saw the artificial intelligence battles continue to escalate. Google LLC reorganized to better focus on AI, Meta Platforms Inc.’s Llama 3 was released, Taiwan Semiconductor Manufacturing Co. is doubling its manufacturing capacity for Nvidia Corp. high-end chips, Samsung Electronics Co. Ltd. got a $6.4 billion tranche of the chips act money, a Microsoft Corp. paper ...
BREAKING ANALYSIS

Enterprises seek deeper AI value beyond chat

Enterprises are fighting a dual mandate of operating inside a tight information technology budget envelope while at the same time transforming their organization into an AI-first company. Navigating macroeconomic headwinds while driving innovation is an exciting challenge for IT decision makers. To deliver the goods, technology leaders are stealing from other budgets to fund artificial ...
BREAKING ANALYSIS

AWS’ AI blueprint emphasizes optionality, trust and scalable industry solutions

This week we spent a day in New York City reviewing Amazon Web Services Inc.’s artificial intelligence strategy and progress with several AWS execs, including Matt Wood, vice president of AI at the company. We came away with a better understanding of AWS’ AI approach beyond what was laid out at re:Invent 2023. We also ...
BREAKING ANALYSIS

Nvidia, Broadcom and the expanding breadth of AI momentum

We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display. In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in ...
BREAKING ANALYSIS

Navigating Nvidia and the AI trade: Sell, hold or double down?

Heading into the second half of 2023, some investors felt that the semiconductor runup last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from ...
BREAKING ANALYSIS

Why CrowdStrike is separating from the cybersecurity pack

It has been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past 24 months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto Networks Inc. shocked ...