David Vellante - theCUBE Research

Formerly known as Wikibon

Our Analysts

Dave Vellante

Co-Founder + Chief Analyst
SiliconANGLE Media

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Bio

David Vellante is co-CEO of SiliconANGLE Media, as well as co-founder and Chief Analyst at theCUBE Research, the world’s leading open source technology research community.

Dave is a long-time tech industry analyst, entrepreneur, writer and speaker. As co-host of theCUBE – “The ESPN of Tech,” Vellante has interviewed over 5,000 experts since 2010. He is also a co-founder of CrowdChat, an angel funded startup based in Palo Alto using big data techniques to extract business value from social data.

Prior to these exploits, Dave founded 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 is active in town activities including serving as the president of his town’s local “Kiddie Sports” association. Dave holds a B.S. in Applied Mathematics from Union College.

Research

Jensen Claims $600B in Annual CAPEX Spend – Wait, What?

David Vellante / August 29, 2025

Decoding NVIDIA’s AI Factory Product Maze

David Vellante / August 29, 2025

A Strategic Analysis of the Future of AI and Robotics: From Industrial Efficiency to Embodied Intelligence

David Vellante / August 26, 2025

Special Breaking Analysis: Inside the AI-Networking Fabric Debate – Why Purpose-Built is Winning and Why Openness Still Matters

David Vellante / August 25, 2025

288 | Breaking Analysis | Cyber is Your #1 Risk and You’re Likely Unprepared

David Vellante / August 23, 2025

287 | Breaking Analysis | Decoding Trump’s Intel Pivot

David Vellante / August 16, 2025

Hybrid AI Is Inevitable: Bringing Intelligence to the Data

David Vellante / August 13, 2025

286 | Breaking Analysis | Cloud Quarterly – Azure’s AI Pop, AWS’ Supply Pinch and Google’s Execution

David Vellante / August 9, 2025

Sharding in Distributed Databases: Powering Scale, With a Side of Complexity

David Vellante / August 6, 2025

Special Breaking Analysis: OpenAI’s gpt-oss Models and NVIDIA Blackwell

David Vellante / August 5, 2025

285 | Breaking Analysis | How Jamie Dimon Becomes Sam Altman’s Biggest Competitor

David Vellante / August 3, 2025

Large orange fish (Palo Alto) eats smaller blue fish (CyberArk)

Palo Alto Networks to Acquire CyberArk for $25 Billion in Cash and Stock

David Vellante / July 31, 2025

Special Breaking Analysis: Microsoft Earnings – Turning Up the Heat with Azure, AI, and the Data Center Arms Race

David Vellante / July 31, 2025

284 | Breaking Analysis | Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog

David Vellante / July 26, 2025

Special Breaking Analysis: IBM’s AI Stack Is Starting to Click—Software Growth Concerns Wall Street

David Vellante / July 25, 2025

283 | Breaking Analysis | Tech Spending Remains Persistently Uncertain

David Vellante / July 20, 2025

Agentic Infrastructure Arrives at AWS – Now It Needs a System of Intelligence

David Vellante / July 16, 2025

282 | Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny

David Vellante / June 29, 2025

Breaking Analysis | AWS re:Inforce 2025: Elite Security, Still too Complex

David Vellante / June 17, 2025

281 | Breaking Analysis | Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage

David Vellante / June 15, 2025

Breaking Analysis | A New Cisco for the Agentic-AI Era — Ambition, Innovation and the Burden of Proof – Cisco Live 2025

David Vellante / June 10, 2025

280 | Breaking Analysis | Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics

David Vellante / June 7, 2025

279 | Breaking Analysis | Snowflake and Databricks Cross the Rubicon into a New Competitive Domain

David Vellante / May 31, 2025

278 | Breaking Analysis | AI Budgets are Hot, IT Budgets are Not

David Vellante / May 24, 2025

Special Breaking Analysis | Unpacking VAST Data’s Ambition to Become the Operating System for the Thinking Machine

David Vellante / May 22, 2025

Breaking Analysis | Dell Tech World 2025 — Jeff Clarke Makes the Case for Enterprise-Grade AI Factories but Leaves Room for a Fuller Stack

David Vellante / May 21, 2025

Special Breaking Analysis | Dell’s Enterprise AI Gambit Stretches From Edge to AI Factories at Planetary Scale

David Vellante / May 20, 2025

277 | Breaking Analysis | How Dell Is Riding the AI Wave While Serving Its Massive Installed Base

David Vellante / May 17, 2025

Real Time Keynote Analysis | Scott Mullins Maps the Agentic Era for Financial Services

David Vellante / May 15, 2025

276 | Breaking Analysis | Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler

David Vellante / May 12, 2025

Real-Time Breaking Analysis | IBM Think 2025: Arvind Krishna’s Enterprise AI Playbook

David Vellante / May 6, 2025

275 | Breaking Analysis | Power Hungry Clouds: Inside Tech’s Most Expensive Quarter

David Vellante / May 4, 2025

Microsoft FY25 Q3: Azure’s Re-acceleration Proves the Cloud Runway Is Nowhere Near Exhausted

David Vellante / May 1, 2025

274 | Breaking Analysis | RSAC Highlights Security Markets in Transition

David Vellante / April 26, 2025

IBM Beats Q1 2025 Earnings, Keeps Full Year Guide in Place

David Vellante / April 23, 2025

273 | Breaking Analysis | The Long Road to Agentic AI – Hype vs. Enterprise Reality

David Vellante / April 21, 2025

An Inside Look at Hammerspace’s HPC-Grade Architecture

David Vellante / April 16, 2025

272 | Breaking Analysis | Google’s Cloud Play — Integrated AI Across Infrastructure to Apps

David Vellante / April 12, 2025

Google Cloud Next 2025 Live Keynote Analysis

David Vellante / April 9, 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 Vellante / April 6, 2025

270 | Breaking Analysis | Security Do-Over…How Palo Alto Networks Sees the Reset

David Vellante / March 30, 2025

GTC Takeaway: AI Will Follow the Data

David Vellante / March 22, 2025

269 | Breaking Analysis | The New Age of Analyst Relations in Tech

David Vellante / March 15, 2025

268 | Breaking Analysis | Broadcom Momentum Brings Renewed Investor Enthusiasm

David Vellante / March 8, 2025

267 | Breaking Analysis | Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future

David Vellante / March 1, 2025

IBM Granite 3.2 Ups the Ante on Open, Efficient, and Trusted Enterprise AI

David Vellante / February 26, 2025

266 | Breaking Analysis | Why Intel Must Stay Independent, Spin Out Foundry, and Rebuild Its Iconic Brand

David Vellante / February 16, 2025

265 | Breaking Analysis | Investors Cool on Cloud but CEOs Double Down

David Vellante / February 8, 2025

264 | Breaking Analysis | theCUBE Research Predictions 2025

David Vellante / February 2, 2025

263 | Breaking Analysis | Enterprise Technology Predictions 2025

David Vellante / January 25, 2025

262 | Breaking Analysis | Predictions 2025 – Data Renaissance, Systems of Agency, LAMs, SAMs & Security Threats

David Vellante / January 21, 2025

Why Enterprises Must Bring AI In-House and Leverage Their Own Data

David Vellante / January 18, 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

The On-Premises AI Challenge for Startups

David Vellante / January 5, 2025

260 | Breaking Analysis | The Yellow Brick Road to Agentic AI

David Vellante / December 21, 2024

259 | Breaking Analysis | A Bold Plan to Spin Out and Revive Intel’s Foundry Business

David Vellante / December 16, 2024

258 | Breaking Analysis | re:Invent 2024: Builder Ethos Embraces Simplicity

David Vellante / December 7, 2024

Reinventing AI: Highlights from Andy Jassy’s re:Invent Keynote

David Vellante / December 3, 2024

257 | Breaking Analysis | Grading our 2024 Enterprise Technology Predictions

David Vellante / November 25, 2024

The Evolution of Liquid Cooling in AI Systems: Insights from SC24

David Vellante / November 21, 2024

256 | Breaking Analysis | Cloud Market Share Shows Vendors Eyeing a $1T Opportunity

David Vellante / November 16, 2024

255 | Breaking Analysis | Broadcom’s VMware Strategy is Winning Despite Market Friction

David Vellante / November 11, 2024

254 | Breaking Analysis | Why Jamie Dimon is Sam Altman’s Biggest Competitor

David Vellante / November 2, 2024

253 | Breaking Analysis | Gen AI Adoption Sets the Table for AI ROI

David Vellante / October 26, 2024

IBM’s Granite 3.0: An Important Step for Enterprise AI

David Vellante / October 22, 2024

252 | Breaking Analysis | How IBM and Palo Alto Networks Team to Combat Cyber Threats

David Vellante / October 20, 2024

IBM CEO Arvind Krishna Shares Insights on AI, Innovation, and Future Growth Strategies

David Vellante / October 17, 2024

251 | Breaking Analysis | What Microsoft’s Financial Disclosures Reveal About Azure’s Market Position

David Vellante / October 16, 2024

250 | Breaking Analysis | Desperately Seeking AI ROI as IT Budgets Tighten

David Vellante / October 5, 2024

249 | Breaking Analysis | From LLMs to SLMs to SAMs, How Agents are Redefining AI

David Vellante / September 28, 2024

248 | Breaking Analysis | Six Technology Myths and the Big Tech-lash

David Vellante / September 21, 2024

247 | Special Breaking Analysis | The Root Cause of Intel’s Troubles…A Critical Analysis

David Vellante / September 14, 2024

246 | Breaking Analysis | It’s Larry’s World, We Just Live in it

David Vellante / September 14, 2024

245 | Breaking Analysis | Is the Modern Data Stack Out Over Its Skis?

David Vellante / September 7, 2024

245 | Breaking Analysis | From Linear Value Chains to Dynamic Ecosystems – How Digital Twin Platforms will Revolutionize Business Operations

David Vellante / August 31, 2024

244 | Breaking Analysis | How Agentic AI Platforms Will Redefine Enterprise Applications

David Vellante / August 24, 2024

243 | Breaking Analysis | Assessing Broadcom VMware Eight Months On

David Vellante / August 18, 2024