Dave Vellante
Latest from Dave Vellante
By all accounts, Microsoft Corp. just delivered one of the most powerful quarters in its history. But this wasn’t just a blowout print, it was a signal that Microsoft is playing a new game. The company’s performance is redefining what hyperscale looks …
Stablecoins gain legitimacy as crypto finds clarity in the regulatory fog
The stablecoin market is rapidly maturing into one of the most consequential sectors of the digital asset economy. After years of uncertainty, regulatory friction and media skepticism, stablecoins are no longer a speculative curiosity. Rather, they are foundational to the next chapter …
Tech spending remains persistently uncertain
While the Nasdaq seems to reach new highs daily, enterprise tech spending remains persistently cautious at the macro amid continued market uncertainty. That’s not necessarily bad news, but it can be disconcerting to decision makers. Often during transitional cycles, like the one …
A new Cisco for the agentic AI era: Ambition, innovation and the burden of proof at Cisco Live 2025
Cisco Systems Inc. hasn’t enjoyed much organic revenue growth in more than a decade. It just rolled into San Diego claiming this year’s Cisco Live is the “most consequential” event in the company’s history. Hyperbole? Maybe. But after three days on-site comprising …
How Dell is riding the AI wave while serving its massive installed base
Dell Technologies Inc.’s founder-led business is one of the most remarkable and under-appreciated stories in tech. Dell Technologies is not particularly sexy, nor does it put forth an earth- shattering vision that bends the mind. Yet it’s a company that has consistently …
Power-hungry clouds: Inside tech’s most expensive quarter
Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into the hard limits of physics. Access to megawatts, liquid‑cooled racks and a graphics processing unit supply chain …
The long road to agentic AI – hype vs. enterprise reality
At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic artificial intelligence” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven …
Google’s cloud play: integrated AI from infrastructure to apps
We predict Google’s overall cloud business will reach $54 billion in revenue this year. Our models indicate that Google Cloud Platform will contribute to more than half of that revenue for the first time ever. Despite this performance, Google faces criticism even …
Nvidia GTC takeaway: AI will follow the data
In his GTC keynote this week, Nvidia Corp. Chief Executive Jensen Huang spoke broadly about artificial intelligence in the context of three vectors: AI in the cloud; AI in data centers (on-premises); AI for robotics (edge). What these three pillars have in …
Behind the research curtain: The new age of analyst relations in tech
The analyst relations function is undergoing a fundamental transformation. Once dominated by a handful of large research houses, such as Gartner, IDC and Forrester, the market now features a spectrum of independent analysts and influencers. The fast-paced nature of the tech industry, …