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





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






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






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


