Breaking Analysis – 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 […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Fri, 26 May 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 180 – […]

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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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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% […]

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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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Databricks faces critical strategic decisions. Here’s why.

Dave Vellante with George Gilbert — Sat, 11 Mar 2023 17:59:48 +0000

When Apache Spark became a top-level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the big data market. Databricks Inc. cleverly optimized its tech stack for Spark and took advantage of the cloud to deliver a managed service that has become a leading artificial intelligence […]

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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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CIOs are in a holding pattern – but ready to strike at data monetization

Dave Vellante — Sat, 07 Jan 2023 17:06:47 +0000

Recent conversations with information technology decision-makers show a stark contrast between the period exiting 2021 and the mindset leaving 2022. Chief information officers are generally funding new initiatives by pushing off or cutting lower-priority items. While security efforts are still being funded, those that enable business initiatives that generate revenue take priority over cleaning up […]

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AI goes mainstream, but return on investment remains elusive

Dave Vellante, with Andy Thurai — Thu, 29 Dec 2022 23:08:59 +0000

A decade of big data investments, combined with cloud scalability, the rise of more cost effective processing and the introduction of advanced tooling, has catapulted machine intelligence to the forefront of technology investments. No matter what job you have, your operation will be AI powered within five years and machines may be doing your job […]

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Grading our 2022 enterprise technology predictions

Dave Vellante — Sat, 17 Dec 2022 15:58:35 +0000

Nailing technology predictions in 2022 was tricky business, especially if you were projecting the performance of markets, identifying initial public offering prospects and making binary forecasts on data, artificial intelligence and the macro spending climate — along with other related topics in enterprise tech. 2022 was characterized by a seesaw economy where central banks were […]

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How Palo Alto Networks became the gold standard of cybersecurity – and what it has to do to stay on top

Dave Vellante — Sat, 10 Dec 2022 16:35:01 +0000

Palo Alto Networks Inc. has earned a reputation as the leader in security. You can measure this in revenue, market cap, execution and, most importantly, conversations with chief information security officers. The company is on track to double its revenue to nearly $7 billion in fiscal year 2023 from 2020. That’s despite macro headwinds that […]

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The new reality: Cybersecurity firms revert to the mean

Dave Vellante — Mon, 05 Dec 2022 18:23:40 +0000

While by no means a safe haven, the cybersecurity sector has outpaced the broader tech market by a meaningful margin. That is, up until very recently. Cybersecurity remains the No. 1 technology priority for the C-suite, but as we’ve previously reported, the chief information security officer’s budget has constraints, just like other technology investments. Recent […]

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Re:Invent 2022 marks the next chapter in data and cloud

Dave Vellante — Sat, 26 Nov 2022 15:02:10 +0000

The ascendancy of Amazon Web Services Inc. under the leadership of Andy Jassy was marked by a tsunami of data and corresponding cloud services to leverage data. Those services mainly came in the form of primitives – basic building blocks that were used by developers to create more sophisticated capabilities. AWS in the 2020s, led by […]

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Snowflake gets caught in the storm clouds

Dave Vellante — Thu, 10 Nov 2022 21:53:33 +0000

A better-than-expected earnings report in late August got people excited about Snowflake Inc. again, but the negative sentiment in the market has weighed heavily on virtually all growth tech stocks. Snowflake is no exception. As we’ve stressed many times, the company’s management is on a long-term mission to simplify the way organizations use data. Snowflake […]

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Cloudflare’s supercloud: This is what multicloud should have been

Dave Vellante — Sat, 05 Nov 2022 16:01:00 +0000

Over the past decade, Cloudflare Inc. has built a global network that has the potential to become the fourth U.S.-based hyperscale-class cloud. In our view, the company is building a durable revenue model with hooks into many important markets. These include the more mature distributed-denial-of-service protection segment, but also extend to growth sectors such as […]

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Even the cloud is not immune to the seesaw economy

Dave Vellante — Sat, 29 Oct 2022 14:47:59 +0000

Have you ever driven on the highway and traffic suddenly slows way down? And then after a little while it picks up again and you’re cruising along thinking: OK, that was weird, but it’s clear sailing now… only to find out in a bit that that traffic is building up again, forcing you to pump […]

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Survey says! Takeaways from the latest CIO spending data

Dave Vellante — Sat, 22 Oct 2022 15:22:49 +0000

The overall technology spending outlook is deteriorating. And yet there are positive signs making things unpredictable. The negative sentiment is, of course, being driven by macroeconomic factors and earnings forecasts that have been coming down all year while interest rates keep rising. Making matters worse is that many people think earnings estimates are still too […]

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