Dave Vellante
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BREAKING ANALYSIS
Dave Vellante’s Breaking Analysis: The complete collection
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 183 – ...
BREAKING ANALYSIS
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 their concerns are not addressed head on, the company risks encountering friction beyond ...
BREAKING ANALYSIS
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 than $300 million and the company’s value is rapidly approaching $1 trillion. Marvell ...
BREAKING ANALYSIS
The AI-powered hybrid-multi-super cloud
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 ...
BREAKING ANALYSIS
Desperately seeking cloud repatriation
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 ...
BREAKING ANALYSIS
Don’t be fooled by slowing cloud growth: Cost optimization is a feature, not a bug
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 ...
BREAKING ANALYSIS
RSA 2023 and the security identity crisis, part two
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 ...
BREAKING ANALYSIS
RSA 2023 highlights a cybersecurity identity crisis in the age of AI
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 ...
BREAKING ANALYSIS
Hidden gems from HPE’s GreenLake Storage Day
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 ...
BREAKING ANALYSIS
Semiconductors rebound, but enterprise tech spending remains soft
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 ...