Dave Vellante
Latest from Dave Vellante
More than eight years into the modern era of artificial intelligence, the industry has moved past the awe of generative AI 1.0. The novelty is gone and in its place is scrutiny. Enterprises are less impressed by demos and more impatient about …
Grading our 2025 enterprise technology predictions
Welcome to this special Breaking Analysis, where we look back and grade ourselves on our 2025 enterprise technology predictions. This is the time of year when we get a flood of predictions from public relations and other thought leaders. As you know, we …
Resetting GPU depreciation: Why AI factories bend, but don’t break, useful life assumptions
Much attention has been focused in the news on the useful life of graphics processing units, the dominant chips for artificial intelligence. Though the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like …
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 …
From product to platform: How CrowdStrike navigates to durable growth
We believe CrowdStrike Holdings Inc. has re-established growth momentum while still working through the financial and reputational overhang of the July 19, 2024 global outage. The company recently delivered net new annual recurring revenue reacceleration ahead of expectations, showcased strong platform expansion …
Broadcom vs. Nvidia: Not a zero-sum game
We believe the prevailing narrative that Broadcom Inc. and Nvidia Corp. are locked in a zero-sum battle for artificial intelligence data center dominance is misleading. The reality is these companies are playing very different games. Nvidia has built a vertically integrated compute and …
Reframing Jensen’s Law: ‘Buy more, make more’ and AI factory economics
We believe the industry’s broad interpretation of Jensen’s Law — “Jensen’s Law accelerates Moore’s Law” — understates a fundamental economic reality of artificial intelligence factories. Nvidia Corp. Chief Executive Jensen Huang’s own language and Nvidia’s operating model point to a financial law of motion for AI …
Nvidia CEO Jensen Huang claims $600B in annual capital spending – wait, what?
Nvidia Corp. CEO Jensen Huang repeatedly stated during the company’s second-quarter 2026 earnings call this week that the top four hyperscalers (Amazon Web Services Inc., Google LLC, Microsoft Corp. and Meta Platforms Inc.) would spend around $600 billion in annual capital expenditures …
Decoding Trump’s Intel pivot
President Donald Trump’s 180 on Intel Corp. is at least directionally correct, certainly more so than calling for the ouster of Lip-Bu Tan, Intel’s CEO. But a contemplated investment by the U.S. in Intel, as reported by Bloomberg and the Wall Street Journal, …
Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution
Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors keep score with cloud growth rates. But this past quarter you had to read the …