Breaking Analysis with Dave Vellante

AWS is pointing the way to a revolution in system architecture. Much in the same way that AWS defined the cloud operating model last decade, we believe it is once again leading in future systems. The secret sauce underpinning these innovations is specialized designs that break the stranglehold of inefficient and bloated centralized processing, and allow AWS to accommodate a diversity of workloads...

As you well know by now, the cloud is about shifting IT labor to more strategic initiatives. Or as Andy Jassy laid out years ago - removing the undifferentiated heavy lifting associated with deploying and managing IT infrastructure. Cloud is also about changing the operating model and rapidly scaling a business or operation. Often overlooked with cloud, however, is the innovation piece of the puzz...

Database is the heart of enterprise computing. The market is both exploding and evolving. Major forces transforming the space include cloud and data - of course - but also new workloads, advanced memory and IO capabilities, new processor types, a massive push toward simplicity, new data sharing and governance models; and a spate of venture investment.  Snowflake stands out as the gold standard for...

Nvidia wants to completely transform enterprise computing by making datacenters run 10X faster at 1/10th the cost. Nvidia’s CEO, Jensen Huang, is crafting a strategy to re-architect today’s on-prem data centers, public clouds and edge computing installations with a vision that leverages the company's strong position in AI architectures. The keys to this end-to-end strategy include a clarity o...

The convenience of online access to bank accounts, payment apps, crypto exchanges and other transaction systems has created enormous risks, which the vast majority of individuals either choose to ignore or simply don’t understand. The Internet has become the new private network and unfortunately, it’s not so private. APIs, scripts, spoofing, insider crime, sloppy security hygiene by users and much...

Cloud repatriation is a term often used by technology companies that don’t operate a public cloud. The marketing narrative most typically implies that customers have moved work to the public cloud and for a variety of reasons - expense, performance, security, etc. - are disillusioned with the cloud and as a result are “repatriating” workloads back to their safe, comfy and cost effective on-premise...

The pandemic not only accelerated the shift to digital, it highlighted a rush of cyber criminal sophistication, collaboration and chaotic responses by virtually every major company on the planet. The SolarWinds hack exposed supply chain weaknesses and so-called island hopping techniques that are exceedingly difficult to detect. Moreover, the will and aggressiveness of well-organized cyber criminal...

Recent survey data from ETR shows that enterprise tech spending is tracking with projected U.S. GDP growth at 6-7% this year. Many markers continue to point the way to a strong recovery including hiring trends and the loosening of frozen IT project budgets. However, skills shortages are blocking progress at some companies, which bodes well for an increased reliance on external IT services. Moreove...

UiPath has had a long strange trip to IPO. How so you ask? Well, the company was started in 2005 but its culture is akin to a frenetic startup. The firm shunned conventions and instead of focusing on a narrow geographic area to prove its product/market fit before it started to grow, it aggressively launched international operations prior to reaching unicorn status. Well prior - like when it had ve...

Moore’s Law is dead right? Think again. Massive improvements in processing power combined with data and AI will completely change the way we think about designing hardware, writing software and applying technology to businesses. Every industry will be disrupted. You hear that all the time. Well it’s absolutely true and we’re going to explain why and what it all means. #BreakingAnalysis #theCUBE #E...

Exactly one week after Pat Gelsinger’s announcement of his plans to reinvent Intel, Arm announced version 9 of its architecture and laid out its vision for the next decade. We believe this vision is very strong as it combines an end-to-end capability, from edge to cloud to the datacenter to the home and everything in between. Arm’s aspirations are ambitious and powerful leveraging its business mod...

Intel’s big announcement this week underscores the threat that the United States faces from China. The U.S. needs to lead in semiconductor design and manufacturing; and that lead is slipping because Intel has been fumbling the ball over the past several years. A mere two months into the job, new CEO Pat Gelsinger wasted no time in setting a new course for perhaps the most strategically important A...

In 2020 it was good to be in tech and even better to be in the cloud as organizations had to rely on remote cloud services to keep things running. We believe tech spending will increase 7-8% in 2021 but we don’t expect investments in cloud computing to sharply attenuate as workers head back to the office. This is not a zero sum game and we believe that pent up demand in on-prem data centers will c...

On February 19th of this year, Barron’s dropped an article declaring Oracle a cloud giant and explained why the stock was a buy. Investors took notice and the stock ran up 18% over the next 9 trading days and peaked on March 9th, the day before the company announced its latest earnings. The company beat consensus earnings on both top line and EPS last quarter. But Investors didn’t like Oracle’s te...

When a piece of digital art sells for $69.3M, more than has ever been paid for works by Guaguin or Salvador Dali, making its creator the third most expensive living artist in the world, one can’t help but take notice and ask: “What is going on?” The latest craze around NFTs may feel a bit bubblicious, but it’s yet another sign that the digital age is now fully upon us.

Microsoft CEO Satya Nadella sees a different future for cloud computing over the coming decade. In his Microsoft Ignite keynote, he laid out the five attributes that will define the cloud in the next ten years. His vision is a cloud platform that is decentralized, ubiquitous, intelligent, sensing and trusted. One that actually tantalizes the senses and levels the playing field between consumers an...

SaaS companies have been some of the strongest performers in this COVID era. They finally took a bit of a breather this month but they remain generally well-positioned for the next several years with their predictable models and cloud platforms. Meanwhile, the demise of on-prem legacy players from COVID shock seems to have been overstated, in part because of the return of the laptop, and, in the c...

UiPath’s recent $750M raise at a $35B valuation underscores investor enthusiasm for robotic process automation. And why not? The pandemic has fueled a surge in automation as organizations re-tool their operations and prepare for a post-COVID environment. But reasonable people are asking - is this market getting overheated.

Top security pros indicate that the Solar Winds hack, on top of the pandemic, have further heightened a change in how they think about security. Not only must CISOs secure an increasingly distributed workforce and network infrastructure, but they now must be wary of software code coming from reputable vendors, including the very patches designed to protect them against cyber attacks.  Background p...

There are four A players in the IaaS / PaaS hyperscale cloud services space. AWS, Azure, Alibaba and Alphabet. In our view, these four have the resources, momentum and stamina to outperform all others...indefinitely. Combined, we believe these companies will generate more than $115B in 2021 IaaS and Paas revenue. That’s a substantial chunk of market opportunity that is growing in the mid 30% range...

The next 10 years of cloud will differ dramatically from the past decade. The future will bring a much more data-centric, real time, intelligent, hyper-decentralized cloud that will comprise on-prem, hybrid, cross-cloud & edge workloads. With a services layer that abstracts the complexity of the underlying infrastructure. This was a key takeaway of the guests from theCUBE on cloud, a virtual e...

Tech spending is poised to rebound as the economy re-opens in 2021. CIOs and IT buyers expect a 4% increase in 2021 spending and we believe the number will actually be higher-- in the 6-7% range. Drivers are: continued fine-tuning of and investment in digital strategies-- e.g. cloud, security, AI, data, and automation. Application modernization initiatives continue to attract attention. We also ex...

When it comes to silicon manufacturing, volume is king. The core issue Intel faces is it has lost the volume game, forever. Incoming CEO Pat Gelsinger faces seemingly difficult decisions. On the one hand, he could take some logical steps to shore up the company’s execution, outsource a portion of its manufacturing & make incremental changes. On the other hand, Gelsinger could make much more dr...

In our 2020 predictions post, we said that organizations would slow down experimentation & begin to operationalize digital transformation PoCs this year. We also said that security companies like CrowdStrike and Okta, Inc. were poised to rise above the rest along w/ accelerated cloud migrations. And we predicted the S&P 500 would surpass 3700 in 2020! https://www.linkedin.com/feed/update/u...