David Vellante - theCUBE Research

Formerly known as Wikibon

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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

Special Breaking Analysis – Quantum AMA with IBM’s Head of Research: The path from quantum lab to quantum platform

David Vellante / May 7, 2026

Special Breaking Analysis: Arvind Krishna AMA at IBM Think 2026 – Openness, Integration, and Key Questions on the IBM AI Stack

David Vellante / May 6, 2026

IBM Think 2026 – Arvind Krishna’s keynote: AI-first enterprises, hybrid as default, quantum moves from science to engineering

David Vellante / May 5, 2026

314 | Breaking Analysis | Oracle front-runs AI model threat with new customer security advisory

David Vellante / April 30, 2026

Notes from Appian World’s 2026 Keynote – “East Coast AI” and the architecture of safe action

David Vellante / April 29, 2026

313 | Breaking Analysis | Google’s Agent Platform Takes Pole Position but Work Remains

David Vellante / April 25, 2026

From Answers to Actions: Why Google’s Full-Stack AI Bet Is Gaining Momentum – And What Still Needs to Happen – Reflections from an AMA with Thomas Kurian

David Vellante / April 23, 2026

312 | Breaking Analysis | As AI Powers Google, What’s Next for Google Cloud

David Vellante / April 18, 2026

Securing the AI Factory: The New Control Plane for Data, Models and Agents

David Vellante / April 18, 2026

Frontier Models as Enterprise Control Systems: From Static Compliance to Intelligent Governance

David Vellante / April 13, 2026

Special Breaking Analysis | Vera Rubin and the Token Factory Flywheel: Nvidia’s DGX Playbook Expands from Compute to the Full AI Factory – In Conversation with Nvidia’s Charlie Boyle

David Vellante / April 1, 2026

311 | Breaking Analysis | The Agentic Gap: Vendors Sprint, Enterprises Crawl

David Vellante / March 28, 2026

310 | Breaking Analysis | RSAC 2026 preview: AI hype meets operating model reality

David Vellante / March 21, 2026

Special Breaking Analysis | Nvidia moves even further down the stack: Why STX signals a new battleground in storage for AI factories

David Vellante / March 17, 2026

Special Breaking Analysis | GTC 2026 Preview: Jensen’s Groq “Mellanox Moment” and the Inference Land Grab

David Vellante / March 16, 2026

309 | Breaking Analysis | Telcos’ last chance: Why the edge becomes hyperconverged

David Vellante / March 6, 2026

Bridging AI and Quantum, From Execution to Readiness: Notes From the Executive Roundtable at MWC 2026

David Vellante / March 2, 2026

308 | Breaking Analysis | Satya’s sacrifice: Why agents threaten Office & how Microsoft responds

David Vellante / February 28, 2026

Special Breaking Analysis | Renen Hallak’s VAST Forward Keynote: A Vision of the AI Operating System

David Vellante / February 26, 2026

Special Breaking Analysis | VAST Forward and an OS for the “Thinking Machine”

David Vellante / February 24, 2026

307 | Breaking Analysis | theCUBE Research 2026 Predictions: The year of enterprise ROI

David Vellante / February 15, 2026

306 | Breaking Analysis | Cloud earnings bring capex clarity, concern and confusion

David Vellante / February 8, 2026

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

David Vellante / February 4, 2026

304 | Breaking Analysis | Microsoft Q2 ’26 – Investors Fret as CAPEX & Azure Growth Decouple

David Vellante / February 1, 2026

303 | Breaking Analysis | Enterprise Technology Predictions 2026

David Vellante / January 25, 2026

302 | Breaking Analysis | 2026 Data Predictions: Scaling Agents via Contextual Intelligence

David Vellante / January 18, 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

299 | Breaking Analysis: Grading our 2025 Enterprise Technology Predictions

David Vellante / December 14, 2025

Matt Garman’s AMA Reveals Insights Missing from his re:Invent 2025 Keynote

David Vellante / December 8, 2025

298 | Breaking Analysis | Worker Bee AGI – Why AWS Is Betting on Practical Agents, Not Messiah AGI

David Vellante / December 8, 2025

Matt Garman’s re:Invent 2025 Keynote: AWS Balances its Legacy with a Cloud for the AI Era

David Vellante / December 2, 2025

298 | Breaking Analysis | Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions

David Vellante / November 22, 2025

297 | Breaking Analysis | AI Factories Face a Long Payback Period but Trillions in Upside

David Vellante / November 9, 2025

GTC DC 2025 AMA: What We Learned from Jensen Huang and Energy Secretary Wright

David Vellante / October 30, 2025

When Multi-AZ Isn’t Enough: How Snowflake’s Snowgrid Turned the AWS Outage Into a Non-Event

David Vellante / October 26, 2025

296 | Breaking Analysis | AI Factories – Data Centers of the Future

David Vellante / October 25, 2025

Oracle Goes Deep on AI and Multicloud

David Vellante / October 23, 2025

Special Breaking Analysis: The Hidden Fault Domain in AWS — Understanding Control Planes and Availability Zones

David Vellante / October 22, 2025

Futuristic digital illustration showing Apache Iceberg data format merging with enterprise database technology, representing open data standards and AI integration in Oracle 26AI Lakehouse platform.

Oracle AI Database 26ai and Autonomous AI Lakehouse: A Unified Data Future Arrives

David Vellante / October 20, 2025

Special Breaking Analysis: IBM’s Technology-Arbitrage Play – Turning Agentic AI and Durable Platforms into Enterprise Outcomes

David Vellante / October 20, 2025

295 | Breaking Analysis | Salesforce’s Next Era – The Agentic Enterprise

David Vellante / October 18, 2025

294 | Breaking Analysis | The Zero-Loss Enterprise – Data Resilience as an AI Service Layer

David Vellante / October 12, 2025

293 | Breaking Analysis | Service-as-Software: The New Control Plane for Business

David Vellante / October 4, 2025

Special Breaking Analysis: Cybersecurity’s Enduring Asymmetry in the Age of AI

David Vellante / September 30, 2025

292 | Breaking Analysis | Intel – NVIDIA: The Baton Passes to the CUDA Era

David Vellante / September 20, 2025

Special Breaking Analysis | CrowdStrike’s Agentic Pivot and George Kurtz’s Security AGI Vision

David Vellante / September 17, 2025

Special Breaking Analysis | Scanning the Adversary Landscape: The Big Four in the Age of AI

David Vellante / September 17, 2025

291 | Breaking Analysis | From Product to Platform – How CrowdStrike Navigates to Durable Growth

David Vellante / September 13, 2025

290 | Breaking Analysis | Broadcom vs. NVIDIA – Not a Zero Sum Game

David Vellante / September 8, 2025

How IBM Aces the US Open

David Vellante / September 5, 2025

289 | Breaking Analysis | Reframing Jensen’s Law: Buy More, Make More and AI Factory Economics

David Vellante / August 30, 2025

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