Dave Vellante – SiliconANGLE

Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Mon, 20 Jan 2025 11:33:12 +0000

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 – […]

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Grading our 2024 enterprise technology predictions

Dave Vellante — Mon, 25 Nov 2024 22:15:59 +0000

The inboxes are overflowing once again with predictions about the future of enterprise tech, as we gear up for 2025. Though many of these forecasts are insightful, we’ll sift through them carefully before releasing our own predictions later in January of next year. True to tradition, we aim to set a higher bar for our […]

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Cloud market share shows vendors eyeing a $1T opportunity

Dave Vellante — Sat, 16 Nov 2024 17:47:24 +0000

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 set on space. The market size is staggering and will surpass $1 trillion […]

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Broadcom’s VMware strategy is winning despite market friction

Dave Vellante — Thu, 14 Nov 2024 01:34:49 +0000

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 VMware. But customer conversations and recent data suggest that while migrations are happening, […]

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Generative AI adoption sets the table for AI ROI

Dave Vellante — Sat, 26 Oct 2024 16:10:07 +0000

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 reality remains that we have entered a new era in technology innovation that […]

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How IBM and Palo Alto Networks team up to combat cyberthreats

Dave Vellante — Sun, 20 Oct 2024 15:50:38 +0000

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 Cybersecurity Ventures that says the figure is as high as $9.5 trillion. Each […]

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What Microsoft’s financial disclosures reveal about Azure’s market position

Dave Vellante — Wed, 16 Oct 2024 15:41:06 +0000

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 cloud computing infrastructure, reports its metrics. The accounting change removed certain mature, slower […]

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Desperately seeking AI ROI as IT budgets tighten

Dave Vellante — Sat, 05 Oct 2024 15:09:34 +0000

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 is being funded by stealing from other budget buckets; and 3) The return […]

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Six technology myths and the Big Tech-lash

Dave Vellante — Sun, 22 Sep 2024 02:55:02 +0000

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 technology firms with little recognition for the substantial value large tech companies have […]

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Cloud spending remains resilient amid market turbulence

Dave Vellante — Sat, 10 Aug 2024 15:17:40 +0000

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 realization, combined with several other macro factors, has caused the big AI names […]

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CrowdStrike incident sounds an alarm on critical infrastructure

Dave Vellante — Sat, 20 Jul 2024 20:14:04 +0000

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 fragility of our connected world and the critical infrastructure that makes it run. […]

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Harnessing AI as information technology spending gradually improves

Dave Vellante — Sat, 13 Jul 2024 14:04:50 +0000

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 AI is increasing steadily but the use cases are not yet self-funding. As […]

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AI servers are on fire, but cloud continues to win the day

Dave Vellante — Sat, 15 Jun 2024 17:11:37 +0000

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 […]

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Power play in hybrid AI: IBM and Dell in focus

Dave Vellante — Sat, 18 May 2024 15:50:14 +0000

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 […]

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

Dave Vellante — Sat, 11 May 2024 16:40:24 +0000

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 […]

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How chasing AI shifts tech spending patterns

Dave Vellante — Sat, 20 Apr 2024 17:47:01 +0000

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 […]

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Enterprises seek deeper AI value beyond chat

Dave Vellante — Sat, 13 Apr 2024 16:28:05 +0000

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 […]

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

Dave Vellante — Sat, 06 Apr 2024 16:29:51 +0000

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 […]

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Nvidia, Broadcom and the expanding breadth of AI momentum

Dave Vellante — Sat, 23 Mar 2024 17:33:42 +0000

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 […]

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

Dave Vellante — Sat, 16 Mar 2024 16:45:51 +0000

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 […]

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Why CrowdStrike is separating from the cybersecurity pack

Dave Vellante — Sat, 09 Mar 2024 16:14:39 +0000

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 […]

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The unplanned genius of Broadcom’s route to AI dominance

Dave Vellante — Sat, 02 Mar 2024 18:55:25 +0000

When you think of artificial intelligence leadership, which companies come to mind? Nvidia Corp., OpenAI, the hyperscalers, Meta Platforms Inc., Hugging Face Inc., Anthropic PBC and names like that, right? You don’t typically think of Broadcom Inc., do you? You should. In our view, Broadcom, along with Nvidia, has become one of the top two […]

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Dissecting the AI boom through the dotcom lens

Dave Vellante — Sat, 24 Feb 2024 16:19:04 +0000

Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst. It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different era, […]

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Cloud optimization wanes as AI slowly lifts off

Dave Vellante — Sat, 17 Feb 2024 18:19:34 +0000

The past 24 months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – that is, cloud optimization. Nonetheless, the big four hyperscaler cloud providers clocked in between $170 billion and $190 billion in infrastructure-as-a-service and platform-as-a-service revenue last year depending on how you factor the […]

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Intel Foundry is a bold bet filled with uncertainty

Dave Vellante — Sat, 10 Feb 2024 16:40:10 +0000

As an American, you can’t help but root for Intel Corp. CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather, it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in […]

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2024 IT spending outlook shows cautious start with optimistic finish

Dave Vellante — Sat, 20 Jan 2024 16:14:32 +0000

Recent spending intentions data from more than 1,700 information technology decision makers indicates that executives expect technology budgets to grow at 4.3% this year. That’s up from roughly 3.5% in 2023 and is higher than the expectation in October, which was 3.8%. But the forecasts for 2024 are backend-loaded. Moreover, although some sectors such as […]

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Predictions 2024: Deciphering gen AI’s effect on data, governance and skill gaps

Dave Vellante — Sat, 06 Jan 2024 17:05:42 +0000

With Sanjeev Mohan, Tony Baer, Carl Olofson, Dave Menninger and Doug Henschen In the words of famous people such as Nobel laureate Neils Bohr and baseball legend Yogi Berra, predictions are very difficult, especially if they’re about the future. In this special Breaking Analysis, we’re pleased to host our third annual data predictions power panel […]

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Grading our 2023 enterprise technology predictions

Dave Vellante — Sat, 30 Dec 2023 16:42:02 +0000

Predictions about the future of enterprise tech are streaming to our inboxes, literally by the thousands. Most are thoughtful and we will review those prior to publishing our 2024 predictions later in January. As is our tradition, we try to make our own predictions more challenging by citing forecasts that are measurable and have either […]

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The rise of observability and why it matters to your business

Dave Vellante — Sat, 23 Dec 2023 16:48:41 +0000

The rapid awareness and adoption of artificial intelligence has increased concerns around security, governance, compliance and business risk. The digital business imperative to improve customer experience combined with a vastly more complex technology environment, comprising multiple clouds, the internet of things, containers, app integration and the popularity of open source, are driving need for better […]

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David versus Goliath reimagined: OpenAI’s approach to AI supervision

Dave Vellante — Mon, 18 Dec 2023 17:19:12 +0000

Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as […]

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