Dave Vellante – 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 […]

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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 – […]

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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 […]

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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 […]

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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 […]

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Startup conversation: AptEdge uses AI and natural language processing to streamline customer care

Dave Vellante — Wed, 16 Aug 2023 20:57:16 +0000

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 as an adviser to the company, an executive with experience from Twilio Inc. […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Which tech firms are most exposed to the banking crisis?

Dave Vellante — Sat, 25 Mar 2023 19:57:55 +0000

The financial services industry has always been a leading consumer of tech with big information technology budgets. The recent banking crisis will add even more headwinds to the already challenging IT spending climate and several tech firms are exposed. In particular, we believe those companies with a higher-than-average mix of business in financial sectors, combined […]

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GPT models are a two-edged sword for automation platforms

Dave Vellante — Sat, 18 Mar 2023 17:44:15 +0000

The viral awareness and adoption of artificial intelligence foundation models such as OpenAI LP’s ChatGPT have created both an opportunity and threat to automation platforms generally and robotic process automation point tools specifically. On the one hand, large language models can reduce complexity and accelerate the adoption of enterprise automation platforms. The flip side is […]

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MWC 2023 moves beyond consumer and deep into enterprise tech

Dave Vellante — Sat, 25 Feb 2023 17:06:27 +0000

While never really meant to be a consumer tech event, over time the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And though device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack […]

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MWC 2023 highlights telco transformation and the future of business

Dave Vellante — Sat, 18 Feb 2023 17:41:38 +0000

The world’s leading telecommunications companies are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission costs. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless […]

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Digging into Google’s point of view on confidential computing

Dave Vellante — Sat, 11 Feb 2023 18:39:14 +0000

Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data and isolating data from apps and other host resources in a fenced off enclave during processing. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is often […]

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Cloud players sound a cautious tone for 2023

Dave Vellante — Sat, 04 Feb 2023 19:42:15 +0000

The unraveling of market enthusiasm continued in the fourth quarter of 2022 with the earnings reports from the U.S. hyperscaler cloud providers now all in. As we said earlier this year, even the cloud is not immune from the macro headwinds and the cracks in the armor we saw from the data we shared last […]

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Predictions 2023: What’s coming next in enterprise technology

Dave Vellante — Sat, 28 Jan 2023 23:16:15 +0000

Making predictions about enterprise technology is more challenging if you strive to lay down forecasts that are measurable. In other words, if you make a prediction, you should be able to look back a year later and say with some degree of certainty whether the prediction came true or not — with evidence to back […]

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ChatGPT won’t give OpenAI sustainable first-mover advantage

Dave Vellante — Fri, 20 Jan 2023 03:40:43 +0000

With guest writer ChatGPT OpenAI LLC and ChatGPT have taken the world by storm. Microsoft Corp. reportedly is investing an additional $10 billion in the startup. But in our view, though the hype around ChatGPT is justified, we don’t believe OpenAI will lock up the market with its first-mover advantage. Rather, we believe that success […]

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Supercloud2 explores cloud practitioner realities and the future of data apps

Dave Vellante — Sat, 14 Jan 2023 15:34:40 +0000

Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. To do so, they want to tap best-of-breed services in the public cloud, but at the same time connect their on-premises intellectual property to emerging applications that drive top-line revenue and […]

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