Dave Vellante – SiliconANGLE

Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 28 Jun 2024 10:33:12 +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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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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The OpenAI meltdown: Winners and losers in the battle for AI supremacy

Dave Vellante — Wed, 22 Nov 2023 01:31:45 +0000

Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had […]

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The copilot era takes flight at Microsoft Ignite 2023

Dave Vellante — Sat, 18 Nov 2023 16:02:02 +0000

Microsoft Ignite 2023 was one part a celebration of yearlong technological innovations, one part announcing the general availability of previously announced products, one part vision, one part ecosystem and four parts copilots everywhere. Copilots promise a historic software-led productivity increase. Perhaps for the first time in industry history, we’re seeing huge demand for software coincide […]

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IBM turns the corner with Watson: Why 2.0 is a breakthrough opportunity

Dave Vellante — Sat, 11 Nov 2023 16:32:25 +0000

With Watson 1.0, IBM Corp. deviated from the Silicon Valley mantra — fail fast — as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – that is, watsonx. IBM’s deep research in artificial intelligence and […]

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The generative AI power law: How data diversity will influence adoption

Dave Vellante — Sat, 04 Nov 2023 16:22:53 +0000

Our research indicates that the adoption of generative artificial intelligence is occurring across a variety of frameworks with diverse deployment models, data sets and domain specificities. The transformative power of generative AI for industries is colossal, and we are convinced that AI will gravitate to where data lives. The power law of gen AI, developed by […]

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AI revenue riddle: Azure sees gains, but when will other cloud titans see a surge?

Dave Vellante — Sat, 28 Oct 2023 15:16:10 +0000

In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox Ironically, Solow’s statement preceded the greatest productivity boom since the dawn of the computer age, which subsequently came to fruition in the 1990s. It can be […]

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From hype to reality, the true state of AI adoption

Dave Vellante — Sat, 21 Oct 2023 15:22:50 +0000

MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if artificial intelligence didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government because it could potentially help with the labor shortage, drive earnings growth and increase tax revenues, […]

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Lower for longer: Tech spending remains tepid

Dave Vellante — Sat, 07 Oct 2023 15:01:26 +0000

We’re getting used to the phrase “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, information technology decision makers in aggregate expected annual […]

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Cisco-Splunk under the microscope: Joint customers weigh in

Dave Vellante — Sat, 30 Sep 2023 16:48:17 +0000

Cisco Systems Inc.’s $28 billion acquisition of Splunk Inc. represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knothole, as seen by its margins and recent profit-and-loss performance. But questions remained with respect to its growth prospects […]

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Cloud security powers CrowdStrike’s momentum. Gen AI is next

Dave Vellante — Sat, 16 Sep 2023 19:35:43 +0000

George Kurtz is pumped up — and why not? The chief executive of CrowdStrike Holdings Inc. heads a business that appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The cybersecurity company’s products are considered best-in-class, its business is growing steadily and […]

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Copilot or competitor: How generative AI bolsters and buffets UiPath’s NorthStar aspirations

Dave Vellante — Sat, 09 Sep 2023 15:39:04 +0000

UiPath Inc.’s recent earnings beat and raise provides some evidence that thus far, generative artificial intelligence has not been dilutive for the company. As an early leader that is transforming beyond robotic process automation toward end-to-end enterprise automation, UiPath, like all automation providers, has always faced adoption headwinds beyond isolated deployments. In this sense, gen […]

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Startup conversation: AptEdge uses AI and natural language processing to streamline customer care

Dave Vellante — Wed, 16 Aug 2023 20:57:16 +0000

In our latest startup conversation, I sat down with two executives of AptEdge, a firm using natural language processing to improve customer service. Aakrit Prasad (pictured, right) is the co-founder and chief executive of AptEdge, and industry veteran Bobby Napiltonia (right), serves as an adviser to the company, an executive with experience from Twilio Inc. […]

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