Dave Vellante

David Vellante is co-CEO of SiliconANGLE Media, as well as co-founder and Chief Analyst of The Wikibon Project, the world’s leading open source IT research community. Dave is a long-time tech industry analyst, entrepreneur, writer and speaker. He is co-host of theCUBE – “The ESPN of Tech.” He is also a co-founder of Crowdspots, an angel funded startup based in Palo Alto using big data techniques to extract business value from social data. Prior to these exploits Dave ran a CIO consultancy and spent a decade growing and managing IDC’s largest business unit. He lives in Massachusetts with his wife and four children where he serves as the President of his town’s local “Kiddie Sports” association. Dave holds a B.S. in Applied Mathematics from Union College.

Latest from Dave Vellante

BREAKING ANALYSIS

Did Nvidia’s Jensen Huang just make the AI buildout too big to fail?

AI - BY DAVE VELLANTE - 3 DAYS AGO

Nvidia Corp. is no longer just selling technology. It is helping create a financial asset class around artificial intelligence compute. In our last Breaking Analysis, we argued that AI can be technologically transformative and still produce a capital bubble. Our thesis was simply that the bubble pops if deployable supply grows faster than monetizable demand – ...
BREAKING ANALYSIS

Forecasting the AI bubble: When scarcity turns to surplus

AI - BY DAVE VELLANTE - 1 WEEK AGO

Artificial intelligence can be technologically transformative and still produce a capital bubble. Those two ideas are not in conflict. The bubble bursting does not require AI to fail. It only requires deployable supply and capital commitments to grow faster than monetizable demand. When productive, revenue-producing AI capacity takes longer to materialize, pricing will normalize and ...
BREAKING ANALYSIS

AMD calls its shot, but the real race is engineering velocity

AI - BY DAVE VELLANTE - 3 WEEKS AGO

At AMD’s Advancing AI event, Lisa Su called her shot – just like Babe Ruth. The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD’s next reinvention did not require it to beat Nvidia. Rather, we said, the company needed to become the indispensable second platform in ...
BREAKING ANALYSIS

AMD’s next reinvention: A new playbook for the AI era

INFRA - BY DAVE VELLANTE - 1 MONTH AGO

Advanced Micro Devices Inc.’s first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine the company. AMD’s resurgence over the past decade came from doing what many thought was improbable – rebuilding its processor franchise, taking meaningful share from Intel Corp., and restoring credibility through disciplined execution. In our view, ...
BREAKING ANALYSIS

Alex Karp, frontier models and the real fight for Enterprise AI

AI - BY DAVE VELLANTE - 1 MONTH AGO

Palantir Technologies Inc. Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central enterprise artificial intelligence debate. Karp’s argument is that frontier model vendors (he didn’t mention Anthropic and OpenAI by name) intend to suck the knowledge out of enterprises and destroy the “alpha” companies enjoy through ...
SPECIAL BREAKING ANALYSIS

Arvind Krishna AMA at IBM Think 2026: Openness, integration and key questions on the IBM AI stack

AI - BY DAVE VELLANTE - 3 MONTHS AGO

IBM Corp. entered Think 2026 with a different posture than the market is used to. In this artificial intelligence cycle, the company is leaning hard into openness and ecosystem – and doing it without the usual proprietary overtones. According to Chairman and Chief Executive Arvind Krishna (pictured), that choice is purposeful. It’s also a sign ...
ANALYSIS

Arvind Krishna’s keynote at IBM Think: AI-first enterprises, hybrid as default, quantum moves from science to engineering

AI - BY DAVE VELLANTE - 3 MONTHS AGO

The artificial intelligence era is widening the gap between winners and laggards, and the delta is not only determined by who has the most AI but also how deeply AI is embedded into business processes. That’s according to IBM Corp. Chief Executive Arvind Krishna at the day 1 keynotes from IBM Think 2026 in Boston. His ...
BREAKING ANALYSIS

A cybersecurity harbinger: Oracle front-runs AI model threat with new customer security advisory

SECURITY - BY DAVE VELLANTE - 4 MONTHS AGO

SiliconANGLE was able to review an Oracle Corp. security alert that went out to customers this week. We believe it was a direct response to Anthropic PBC’s new Mythos artificial intelligence model, and other frontier models, that significantly lower the cost for attackers to discover exploits. In this Breaking Analysis, we give you our initial ...
BREAKING ANALYSIS

As AI powers Google, what’s next for Google Cloud

AI - BY DAVE VELLANTE - 4 MONTHS AGO

The agentic artificial intelligence era is forcing a reset in enterprise architecture. Agents that take action go well beyond analyzing data sitting in lakehouses. When agents operate on behalf of humans – continuously, at machine scale – they introduce requirements that most enterprises are not engineered for. The so-called “modern data stack” is starting to ...
SPECIAL BREAKING ANALYSIS

Nvidia GTC 2026: Jensen Huang’s Groq ‘Mellanox moment’ and the inference land grab

INFRA - BY DAVE VELLANTE - 5 MONTHS AGO

Ahead of Nvidia Corp.’s GTC 2026 this week, we reiterate our thesis that the center of gravity in artificial intelligence is shifting from “How fast can you train?” to “How well can you serve?” Training has ushered in the modern AI era. Inference is where the monetization rubber meets the proverbial payback road. Token economics, ...