David Floyer
Analyst Emeritus
Infrastructure, Semiconductors, Database, Market Sizing, TAM Analysis, Economic Value
Infrastructure, Semiconductors, Database, Market Sizing, TAM Analysis, Economic Value
Research Agenda
Bio
David Floyer spent more than 20 years at IBM, holding positions in research, sales, marketing, systems analysis and running IT operations for IBM France.
He worked directly with IBM’s largest European customers, including BMW, Credit Suisse, Deutsche Bank and Lloyd’s Bank.
Floyer was a Research Vice President at International Data Corporation (IDC) and is a recognized expert in IT strategy, economic value justification, systems architecture, performance, clustering and systems software.
Research

Frontier Models as Enterprise Control Systems: From Static Compliance to Intelligent Governance
David Floyer
April 13, 2026

311 | Breaking Analysis | The Agentic Gap: Vendors Sprint, Enterprises Crawl
David Vellante
March 28, 2026

305 | Breaking Analysis | Cisco AI Summit 2026: Making agentic systems real, breaking physical barriers and operationalizing AI
David Vellante
February 4, 2026

“Data First, AI Later” is a Trap: Why Speed to AI Maturity Wins
David Vellante
January 14, 2026

301 | Breaking Analysis | Nvidia Resets the Economics of AI Factories, Again
David Vellante
January 10, 2026

300 | Breaking Analysis | Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI
David Vellante
December 21, 2025

297 | Breaking Analysis | AI Factories Face a Long Payback Period but Trillions in Upside
David Vellante
November 9, 2025

296 | Breaking Analysis | AI Factories – Data Centers of the Future
David Vellante
October 25, 2025

Oracle AI Database 26ai and Autonomous AI Lakehouse: A Unified Data Future Arrives
Rob Strechay
October 20, 2025

292 | Breaking Analysis | Intel – NVIDIA: The Baton Passes to the CUDA Era
David Vellante
September 20, 2025

Sharding in Distributed Databases: Powering Scale, With a Side of Complexity
David Vellante
August 6, 2025

282 | Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny
David Vellante
June 29, 2025

Nextdata OS and the Promise of Autonomous Data Products
David Vellante
April 8, 2025

Unpacking Jensen’s AI Opportunity Vectors – Cloud, On-prem, Robotics
David Vellante
April 7, 2025

271 | Breaking Analysis: Mapping Jensen’s World – Forecasting AI in Cloud, Enterprise, and Robotics
David Vellante
April 6, 2025

Using Volume, Value, & Velocity to Forecast AI
David Floyer
April 6, 2025

266 | Breaking Analysis | Why Intel Must Stay Independent, Spin Out Foundry, and Rebuild Its Iconic Brand
David Vellante
February 16, 2025

261 | Breaking Analysis | How NVIDIA is Creating a $1.4 Trillion Data Center Market in a Decade of AI
David Vellante
January 11, 2025

259 | Breaking Analysis | A Bold Plan to Spin Out and Revive Intel’s Foundry Business
David Vellante
December 16, 2024
247 | Special Breaking Analysis | The Root Cause of Intel’s Troubles…A Critical Analysis
David Vellante
September 14, 2024