Dave Vellante
Latest from Dave Vellante
The world’s leading telecommunications companies are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission costs. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, …
Digging into Google’s point of view on confidential computing
Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data and isolating data from apps and other host resources in a fenced off enclave during processing. The concept of confidential computing is …
Cloud players sound a cautious tone for 2023
The unraveling of market enthusiasm continued in the fourth quarter of 2022 with the earnings reports from the U.S. hyperscaler cloud providers now all in. As we said earlier this year, even the cloud is not immune from the macro headwinds and …
Predictions 2023: What’s coming next in enterprise technology
Making predictions about enterprise technology is more challenging if you strive to lay down forecasts that are measurable. In other words, if you make a prediction, you should be able to look back a year later and say with some degree of …
ChatGPT won’t give OpenAI sustainable first-mover advantage
With guest writer ChatGPT OpenAI LLC and ChatGPT have taken the world by storm. Microsoft Corp. reportedly is investing an additional $10 billion in the startup. But in our view, though the hype around ChatGPT is justified, we don’t believe OpenAI will …
Supercloud2 explores cloud practitioner realities and the future of data apps
Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. To do so, they want to tap best-of-breed services in the public cloud, but at the same time …
CIOs are in a holding pattern – but ready to strike at data monetization
Recent conversations with information technology decision-makers show a stark contrast between the period exiting 2021 and the mindset leaving 2022. Chief information officers are generally funding new initiatives by pushing off or cutting lower-priority items. While security efforts are still being funded, …
Grading our 2022 enterprise technology predictions
Nailing technology predictions in 2022 was tricky business, especially if you were projecting the performance of markets, identifying initial public offering prospects and making binary forecasts on data, artificial intelligence and the macro spending climate — along with other related topics in …
How Palo Alto Networks became the gold standard of cybersecurity – and what it has to do to stay on top
Palo Alto Networks Inc. has earned a reputation as the leader in security. You can measure this in revenue, market cap, execution and, most importantly, conversations with chief information security officers. The company is on track to double its revenue to nearly …
The new reality: Cybersecurity firms revert to the mean
While by no means a safe haven, the cybersecurity sector has outpaced the broader tech market by a meaningful margin. That is, up until very recently. Cybersecurity remains the No. 1 technology priority for the C-suite, but as we’ve previously reported, the …