David Vellante
Co-Host, Co-Founder and Co-CEO at SiliconANGLE
Analyst, Writer, Cofounder & Co-CEO SiliconANGLE Media, co-host of @theCUBE, fortunate husband, father of four, advocate of #WiT #BreakingAnalysis
Articles
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3 weeks ago |
siliconangle.com | David Vellante |George Gilbert
Our research indicates that data platform wars have entered an entirely new phase, one where open data is no longer a marketing slogan and governance catalogs are now the new control point. We see this as the first of several structural changes to the software industry.
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4 weeks ago |
siliconangle.com | David Vellante |George Gilbert
The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic AI and Why Jamie Dimon is Sam Altman’s Biggest Competitor all the way to the Faceoff between Benioff and Nadella.
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1 month ago |
siliconangle.com | David Vellante |Erik Bradley
Thirty months into the generative artificial intelligence awakening, the jury is still out on how much enterprises are benefiting from investments in AI. Though the vast majority of customers continue to spend on AI, reported returns are no greater than, and frankly lag those, typically associated with historical information technology initiatives such as enterprise resource planning, data warehousing and cloud computing.
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1 month ago |
thecuberesearch.com | David Vellante
VAST Data is attempting one of the most audacious pivots we have seen from an infrastructure vendor in the last decade. Having vaulted past $2 billion in cumulative software revenue in under six years, faster than any data-infrastructure company on record, the firm now claims it is only one step short of delivering a full AI Operating System.
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1 month ago |
thecuberesearch.com | David Vellante
Our analysis suggests that Jeff Clarke’s Day-Two keynote at Dell Technologies World 2025 does three things at once: Quantifies the surging economics of generative AI with eye-popping metrics on cap-ex, tokens, and power draw; Positions the Dell AI Factory as a pragmatic on-ramp for enterprises that require on-prem AI and AI at the edge; and Signals a shift (albeit slowly) from proof-of-concept to enterprise grade, on-prem agentic systems, while subtly acknowledging that today’s Dell portfolio...
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RT @RealStrech: @dvellante @sarbjeetjohal @databricks @furrier @Data_AI_Summit Haven't written up the whole event and all the announcements…
Cool demo at #CiscoLive of Cisco's new AI Canvas - a reimagined GenAI interface that's network and agentic ops focused. Avail Oct 2025 https://t.co/Ps9GbB0YeD
280 | Breaking Analysis | Beyond Walled Gardens: How @Snowflake Navigates its New Competitive Dynamics. The data platform wars have entered an entirely new phase. In this week's #BreakingAnalysis @ggilbert41 & I dig into George's research on the coming architectural changes in