Dave Vellante
Latest from Dave Vellante
Much of the energy around data innovation that dispersed with the decline of big-data processing framework Hadoop’s relevance is coalescing in a new ecosystem spawned by the ascendency of Snowflake Inc.’s Data Cloud. What was once seen as a simpler cloud data …
How Snowflake plans to make Data Cloud a de facto standard
When Frank Slootman took ServiceNow Inc. public, many people undervalued the company, positioning it as just a better help desk tool. It turns out the firm actually had a massive total available market expansion opportunity in information technology service management, human resources, …
MongoDB sends strong signals despite cautious macro tones
Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over macro headwinds citing a combination of Ukraine, inflation, interest rates, overseas softness, currency, supply chain and general demand for technology. But MongoDB Inc., along with …
Broadcom will tame the VMware beast
In the words of theCUBE analyst and chief technology officer David Nicholson, Broadcom Inc. buys old cars. Not to restore them to their original beauty… nope… it buys classic cars to extract the platinum that’s inside the catalytic converter. Broadcom’s planned $61 …
Supercloud is becoming a thing
Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating beyond the notion of multicloud. We’ve said for years that multicloud is really not a strategy but rather a symptom of multivendor. The supercloud is emerging as a potential solution to …
Are cybersecurity stocks oversold, or still too pricey?
Cybersecurity stocks have been sending mixed signals as of late — mostly negative, like much of tech. But some, such as Palo Alto Networks Inc., despite a tough go of it recently, have held up better than most tech names. Others such …
What you may not know about the Dell-Snowflake deal
In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous-generation boxes. They would make a big deal out of it and the independent software vendors would do …
The ever-expanding cloud continues to storm the IT universe
Despite a mixed bag of earnings reports from tech companies recently, a fall in gross domestic product this past quarter and rising inflation, the cloud continues its relentless expansion on the information technology landscape. Amazon Web Services Inc., Microsoft Corp. and Alphabet …
Does hardware (still) matter?
The ascendancy of cloud and software as a service has shone new light on how organizations think about, pay for and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring ports, tuning storage arrays and maximizing server utilization have …
Closing the technology and architectural gaps of data mesh
The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their data strategies, future investments and their current architectural approaches. Some in the …