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

Cloud spending remains resilient amid market turbulence

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 ...
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

CrowdStrike incident sounds an alarm on critical infrastructure

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. ...
BREAKING ANALYSIS

Harnessing AI as information technology spending gradually improves

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 ...
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 ...