Dave Vellante
Latest from Dave Vellante
Heading into the second half of 2023, some investors felt that the semiconductor runup last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in …
Why CrowdStrike is separating from the cybersecurity pack
It has been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past 24 months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen …
The unplanned genius of Broadcom’s route to AI dominance
When you think of artificial intelligence leadership, which companies come to mind? Nvidia Corp., OpenAI, the hyperscalers, Meta Platforms Inc., Hugging Face Inc., Anthropic PBC and names like that, right? You don’t typically think of Broadcom Inc., do you? You should. In …
Dissecting the AI boom through the dotcom lens
Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst. It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s …
Cloud optimization wanes as AI slowly lifts off
The past 24 months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – that is, cloud optimization. Nonetheless, the big four hyperscaler cloud providers clocked in between $170 billion and $190 billion …
Intel Foundry is a bold bet filled with uncertainty
As an American, you can’t help but root for Intel Corp. CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather, it’s a strategic imperative for …
2024 IT spending outlook shows cautious start with optimistic finish
Recent spending intentions data from more than 1,700 information technology decision makers indicates that executives expect technology budgets to grow at 4.3% this year. That’s up from roughly 3.5% in 2023 and is higher than the expectation in October, which was 3.8%. …
Predictions 2024: Deciphering gen AI’s effect on data, governance and skill gaps
With Sanjeev Mohan, Tony Baer, Carl Olofson, Dave Menninger and Doug Henschen In the words of famous people such as Nobel laureate Neils Bohr and baseball legend Yogi Berra, predictions are very difficult, especially if they’re about the future. In this special …
Grading our 2023 enterprise technology predictions
Predictions about the future of enterprise tech are streaming to our inboxes, literally by the thousands. Most are thoughtful and we will review those prior to publishing our 2024 predictions later in January. As is our tradition, we try to make our …
The rise of observability and why it matters to your business
The rapid awareness and adoption of artificial intelligence has increased concerns around security, governance, compliance and business risk. The digital business imperative to improve customer experience combined with a vastly more complex technology environment, comprising multiple clouds, the internet of things, containers, …