Wikibon – SiliconANGLE

Lower for longer: Tech spending remains tepid

Dave Vellante — Sat, 07 Oct 2023 15:01:26 +0000

We’re getting used to the phrase “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, information technology decision makers in aggregate expected annual […]

The post Lower for longer: Tech spending remains tepid appeared first on SiliconANGLE.

Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 06 Oct 2023 10:33:12 +0000

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 we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 200 – […]

The post Dave Vellante’s Breaking Analysis: The complete collection appeared first on SiliconANGLE.

Cisco-Splunk under the microscope: Joint customers weigh in

Dave Vellante — Sat, 30 Sep 2023 16:48:17 +0000

Cisco Systems Inc.’s $28 billion acquisition of Splunk Inc. represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knothole, as seen by its margins and recent profit-and-loss performance. But questions remained with respect to its growth prospects […]

The post Cisco-Splunk under the microscope: Joint customers weigh in appeared first on SiliconANGLE.

Uber for everyone: Bob Muglia on how the future of data apps will evolve

Dave Vellante with George Gilbert — Sat, 23 Sep 2023 16:13:30 +0000

In June, we put forth our scenario about “Uber for all.” We believe a new breed of intelligent data apps is emerging and we used Uber Technologies Inc. as an example where data about people, places and things is brought together in a data-coherent, realtime system. The premise is that increasingly, organizations are going to […]

The post Uber for everyone: Bob Muglia on how the future of data apps will evolve appeared first on SiliconANGLE.

Cloud security powers CrowdStrike’s momentum. Gen AI is next

Dave Vellante — Sat, 16 Sep 2023 19:35:43 +0000

George Kurtz is pumped up — and why not? The chief executive of CrowdStrike Holdings Inc. heads a business that appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The cybersecurity company’s products are considered best-in-class, its business is growing steadily and […]

The post Cloud security powers CrowdStrike’s momentum. Gen AI is next appeared first on SiliconANGLE.

The state of building modern data teams

Rob Strechay — Mon, 11 Sep 2023 21:02:07 +0000

In a world where the post-pandemic dust is beginning to settle, one thing has become increasingly clear: Data teams are in high demand. The driving force behind this demand is not just hype but the tangible impact of large language models or LLMs and the challenges of effectively using them — especially as LLMs become […]

The post The state of building modern data teams appeared first on SiliconANGLE.

Copilot or competitor: How generative AI bolsters and buffets UiPath’s NorthStar aspirations

Dave Vellante — Sat, 09 Sep 2023 15:39:04 +0000

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 providers, has always faced adoption headwinds beyond isolated deployments. In this sense, gen […]

The post Copilot or competitor: How generative AI bolsters and buffets UiPath’s NorthStar aspirations appeared first on SiliconANGLE.

Google goes all in on the AI cloud

Dave Vellante, with George Gilbert and Rob Strechay — Sat, 02 Sep 2023 15:36:01 +0000

At Cloud Next, Google LLC showcased its strong leadership position in data and artificial intelligence. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next-generation startups. As well, the company’s focus on solutions contrasts its strategy to the typically disjointed services we’ve seen from Amazon Web Services Inc. over […]

The post Google goes all in on the AI cloud appeared first on SiliconANGLE.

Snowflake has momentum with AWS and Microsoft – and why Google may not be Next

Dave Vellante with George Gilbert — Sat, 26 Aug 2023 19:22:48 +0000

Recent earnings prints from Amazon.com Inc. and Snowflake Inc., along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks Inc. each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact […]

The post Snowflake has momentum with AWS and Microsoft – and why Google may not be Next appeared first on SiliconANGLE.

VMware’s future: Navigating multicloud complexity and generative AI under Broadcom’s wing

Dave Vellante with Rob Strechay and Zeus Kerravala — Sat, 19 Aug 2023 15:37:00 +0000

The Federal Trade Commission continues to drag its feet on approving Broadcom Inc.’s acquisition of VMware Inc. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The artificial intelligence era is accelerating at a breakneck pace and the Big Three hyperscale cloud vendors already have a […]

The post VMware’s future: Navigating multicloud complexity and generative AI under Broadcom’s wing appeared first on SiliconANGLE.

Cloud vs. on-premises showdown: The future battlefield for generative AI dominance

Dave Vellante — Sat, 12 Aug 2023 16:47:30 +0000

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 run generative AI is split almost exactly down the middle in terms of public […]

The post Cloud vs. on-premises showdown: The future battlefield for generative AI dominance appeared first on SiliconANGLE.

Spearing tech stocks beyond the Magnificent Seven

Dave Vellante — Sat, 05 Aug 2023 14:49:08 +0000

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 investors have sought alpha beyond these names, riding the wave of secular trends […]

The post Spearing tech stocks beyond the Magnificent Seven appeared first on SiliconANGLE.

What leaked court docs tell us about AWS, Azure and Google cloud market shares

Dave Vellante — Sat, 29 Jul 2023 15:22:12 +0000

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 previous estimates. As a result, we’ve cut and revised our Azure revenue figures, […]

The post What leaked court docs tell us about AWS, Azure and Google cloud market shares appeared first on SiliconANGLE.

AI gives cyber attackers the advantage – for now

Dave Vellante — Fri, 21 Jul 2023 15:04:30 +0000

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 over defenders. Moreover, macro spending headwinds continue to force organizations to make budget […]

The post AI gives cyber attackers the advantage – for now appeared first on SiliconANGLE.

AI won’t be a winner-takes-all market

Dave Vellante — Sat, 15 Jul 2023 19:02:15 +0000

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 in the ETR taxonomy. Normally market hype leads deployments, but the data suggests […]

The post AI won’t be a winner-takes-all market appeared first on SiliconANGLE.

Connecting the dots on the emerging Databricks tech stack

Dave Vellante — Sun, 09 Jul 2023 00:39:19 +0000

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 to access all their data, Databricks Inc. and Snowflake Inc. are attacking the […]

The post Connecting the dots on the emerging Databricks tech stack appeared first on SiliconANGLE.

Connecting the dots on Snowflake’s Data Cloud ambitions

Dave Vellante with George Gilbert — Sat, 01 Jul 2023 01:12:48 +0000

Over the past several months we’ve produced a number of in-depth analyses laying out our mental model for the future of data platforms. There are two core themes: 1) Data from people, places, things and activities in the real world drive applications, not people typing into a user interface; and 2) Informing and automating decisions means all […]

The post Connecting the dots on Snowflake’s Data Cloud ambitions appeared first on SiliconANGLE.

HPE wants to turn supercomputing leadership into generative AI profits

Dave Vellante with Rob Strechay and Andy Thurai — Sun, 25 Jun 2023 03:07:09 +0000

Hewlett Packard Enterprise Co.’s recent announcement of an artificial intelligence cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high-performance computing business. Although we think HPE has some distinct advantages with respect to its supercomputing intellectual property, the public cloud players have a substantial […]

The post HPE wants to turn supercomputing leadership into generative AI profits appeared first on SiliconANGLE.

Uber’s real-time architecture represents the future of data apps: Meet the architects who built it

Dave Vellante with George Gilbert — Sat, 17 Jun 2023 18:27:36 +0000

Uber Technologies Inc. has one of the most amazing business models ever created. The company’s mission is underpinned by technology that helps people go anywhere and get anything — and the results have been stunning. In just over a decade, Uber has become a firm with more than $30 billion in annual revenue, an annual […]

The post Uber’s real-time architecture represents the future of data apps: Meet the architects who built it appeared first on SiliconANGLE.

Snowflake Summit will reveal the future of data apps. Here’s our take.

Dave Vellante with George Gilbert — Sat, 10 Jun 2023 20:28:05 +0000

Our research and analysis point to a new modern data stack that is emerging where apps will be built from a coherent set of data elements that can be composed at scale. Demand for these apps will come from organizations that wish to create a digital twin of their business to represent people, places, things […]

The post Snowflake Summit will reveal the future of data apps. Here’s our take. appeared first on SiliconANGLE.

Cisco needs to simplify. Here’s how.

Dave Vellante — Sat, 03 Jun 2023 17:07:48 +0000

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 their concerns are not addressed head on, the company risks encountering friction beyond […]

The post Cisco needs to simplify. Here’s how. appeared first on SiliconANGLE.

GPUs get all the headlines, but the future of AI is real-time data

Dave Vellante — Sat, 27 May 2023 18:14:11 +0000

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 than $300 million and the company’s value is rapidly approaching $1 trillion. Marvell […]

The post GPUs get all the headlines, but the future of AI is real-time data appeared first on SiliconANGLE.

The AI-powered hybrid-multi-super cloud

Dave Vellante — Sat, 20 May 2023 15:53:49 +0000

Artificial intelligence will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to get serious and extract the signal from the event noise. This week we’ll see Microsoft […]

The post The AI-powered hybrid-multi-super cloud appeared first on SiliconANGLE.

Searching for gold in enterprise AI

Dave Vellante with Andy Thurai — Sat, 13 May 2023 15:46:12 +0000

The artificial intelligence gold rush is on. The paths to monetization are seemingly endless but the most obvious converge on making humans more productive or supercharging existing business models such as search advertising or subscription licenses. Much of AI adoption in enterprise information technology is hidden. Our research shows a very high overlap (around 40% […]

The post Searching for gold in enterprise AI appeared first on SiliconANGLE.

Desperately seeking cloud repatriation

Dave Vellante — Sat, 06 May 2023 12:42:23 +0000

We’ve been skeptical about repatriation as a notable movement but anecdotal evidence suggests that it is happening in certain pockets. Even though we still don’t see cloud repatriation broadly showing in the numbers, certain examples have caught our attention. In addition, the potential impact of AI raises some interesting questions about where infrastructure should be […]

The post Desperately seeking cloud repatriation appeared first on SiliconANGLE.

Don’t be fooled by slowing cloud growth: Cost optimization is a feature, not a bug

Dave Vellante — Sat, 29 Apr 2023 15:28:49 +0000

The big three U.S. cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in tech and foundation models such as GPT will only serve to harden this fundamental fact. Our data suggests the deceleration in cloud spend is […]

The post Don’t be fooled by slowing cloud growth: Cost optimization is a feature, not a bug appeared first on SiliconANGLE.

RSA 2023 and the security identity crisis, part two

Dave Vellante — Sat, 22 Apr 2023 17:19:27 +0000

The narrative from security vendors is organizations don’t spend enough money on cyber defense. Maybe… but will spending more actually address the problems organizations face? The conventional wisdom is it will help; or at least it can’t hurt. But as we and others have pointed out over the years, a crowded market and mega venture […]

The post RSA 2023 and the security identity crisis, part two appeared first on SiliconANGLE.

RSA 2023 highlights a cybersecurity identity crisis in the age of AI

Dave Vellante — Sun, 16 Apr 2023 00:36:18 +0000

The RSA Conference takes place in the last week of April this year at a time when the industry is at a crossroads. Where once it looked as if the security industry would be shielded from macroeconomic conditions, the past year has been painful for many investors, with some exceptions – most notably those investors […]

The post RSA 2023 highlights a cybersecurity identity crisis in the age of AI appeared first on SiliconANGLE.

Hidden gems from HPE’s GreenLake Storage Day

Dave Vellante — Sat, 08 Apr 2023 15:43:53 +0000

Hewlett Packard Enterprise Co. invited a number of industry analysts to participate in HPE GreenLake Storage Day April 4. Notably, HPE declared 2023 the year of storage. Although the company made several storage-related announcements, perhaps even more interesting was what the event tells us about HPE’s culture, its strategy and the future direction of the […]

The post Hidden gems from HPE’s GreenLake Storage Day appeared first on SiliconANGLE.

Semiconductors rebound, but enterprise tech spending remains soft

Dave Vellante — Sat, 01 Apr 2023 17:40:41 +0000

A rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed, the SOXX semiconductor ETF is up nearly 30% year to date as of this posting date, as are leading company indicators such as Applied Materials Inc. and Lam Research Inc. Nvidia […]

The post Semiconductors rebound, but enterprise tech spending remains soft appeared first on SiliconANGLE.