Dave Vellante
Latest from Dave Vellante
A range of new data now suggests that tech spending will be higher than we previously thought for 2021. COVID-19 learnings, a faster-than-expected vaccine rollout, productivity gains and broad-based cloud leverage lead us to raise our outlook for next year. We now …
As AWS storage revenue nears $10B, legacy players feel the heat
The storage business as we know it has changed forever. The storage business as we know it has changed forever. On premises, external storage was once a virtually unlimited and untapped bastion of innovation, VC funding and lucrative exits. Today it is …
Cloud, containers, AI and RPA will spur a strong tech spending rebound in 2021
Spending data shows that cloud, containers, artificial intelligence and automation initiatives are setting the stage for a strong rebound in tech spending next year. The year 2020 has acted as a hasty but effective proof of concept for how to digitally transform …
Cloud 2030: Driving from transforming IT to transforming every business
Cloud computing has been the single most transformative force in information technology over the last decade. What will Cloud 2030 look like? As we move deeper into the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and …
No silver bullet: COVID-19 sparks permanent shifts in cybersecurity
As we’ve reported extensively, the pandemic has affected cybersecurity markets perhaps more than any other in technology. Remote work has caused chief information security officers to shift spending priorities toward identity access management, endpoint and cloud security. COVID-19 has been a benefactor for …
How Snowflake plans to change a flawed data warehouse model
Snowflake Inc. will not grow into its heady valuation by simply stealing share from the on-premises data warehouse providers. Even if it got 100% of the data warehouse business, it wouldn’t come close to justifying its market cap. Instead, Snowflake must create …
Despite softer tech spending, cloud revenue accelerates in the COVID era
As we watch a historic election unfold before our eyes, we look back at the early days of this millennium and the memorable presidential race of 2000. That decade was defined by 9/11, which permanently reshaped our thinking. We exited the 2000s …
Analysis: In an epic pivot to the cloud, Microsoft makes Azure the linchpin of its future
Microsoft Corp.’s Azure cloud computing service is the linchpin of the tech giant’s innovation strategy. As we reported last week, we believe that in the next decade, changes in public policy will restrict the way in which big internet companies are able …
Google’s antitrust play: Get your head out of your ads – and double down on cloud and edge
Earlier this week, the U.S. Department of Justice, along with attorneys general from 11 states, filed a long-expected antitrust lawsuit accusing Google LLC of being a monopoly gatekeeper for the internet. Of course Google will fight the lawsuit, but in our view, …
The new abnormal: CIOs report a cautious outlook for Q4 tech spending
As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019. We currently project a 4% to 5% decline in 2020 spending and a tepid 2% increase in 2021. Nonetheless, there continue to be bright …