Dave Vellante
Latest from Dave Vellante
UiPath Inc.’s recent earnings beat and raise provides some evidence that thus far, generative artificial intelligence has not been dilutive for the company. As an early leader that is transforming beyond robotic process automation toward end-to-end enterprise automation, UiPath, like all automation …
Startup conversation: AptEdge uses AI and natural language processing to streamline customer care
In our latest startup conversation, I sat down with two executives of AptEdge, a firm using natural language processing to improve customer service. Aakrit Prasad (pictured, right) is the co-founder and chief executive of AptEdge, and industry veteran Bobby Napiltonia (right), serves …
Cloud vs. on-premises showdown: The future battlefield for generative AI dominance
The data from enterprise customers is clear but conflicted: While 94% of customers say they’re spending more on artificial intelligence this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to …
Spearing tech stocks beyond the Magnificent Seven
After a tough 2022, the first half of 2023 has shown impressive strength paying off earlier technology bets. For sure, investors in the so-called Magnificent Seven — Apple, Alphabet, Amazon, Microsoft, Meta Platforms, Nvidia and Tesla — have been rewarded. But sharp …
What leaked court docs tell us about AWS, Azure and Google cloud market shares
Recently leaked court documents during Microsoft Corp.’s ActivisionBlizzard hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our …
AI gives cyber attackers the advantage – for now
Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, artificial intelligence-washing, large language model inconsistency and the pace of change, we believe that, for now anyway, adversaries have the advantage …
AI won’t be a winner-takes-all market
The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the No. 1 sector in terms of relative spending velocity …
Connecting the dots on the emerging Databricks tech stack
With George Gilbert, Rob Strechay and Andy Thurai The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform …
Cisco needs to simplify. Here’s how.
With a nearly $60 billion revenue run rate, growing at 14% and throwing off more than $5 billion in operating cash last quarter, Cisco Systems Inc. has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and, if …
GPUs get all the headlines, but the future of AI is real-time data
The era of AI everything continues to excite. But unlike the internet era, where any company announcing a dot-com anything immediately rose in value, the AI gods appear to be more selective. Nvidia Corp. this week beat its top-line whisper number by more …