Dave Vellante
@dvellante
Followers
13K
Following
7K
Statuses
28K
Analyst, Writer, Cofounder & Co-CEO SiliconANGLE Media, co-host of @theCUBE, fortunate husband, father of four, advocate of #WiT #BreakingAnalysis
Boston
Joined January 2008
Each year, Erik Bradley of @ETRnews & I go deep into the data & uncover key trends shaping the tech industry. Here we sift through thousands of inbound predictions & detailed survey data to bring you our top 10 predictions for enterprise tech in 2025. Let's dive in.
1
0
6
On @SquawkCNBC @dougclinton talked custom silicon & called @Broadcom as another AI play. Only 2 companies have the network tech for both XPU to XPU & across clusters - $AVGO & $NVDA - critical for AI workloads - good call Doug.
0
0
2
Great thread Ivana. Cloudflare is a #Supercloud
Why is $NET up 20%+ post what seemed to be an inline quarter? There are three factors that I will dive deeper into in this thread: 1. Leading platform at a fraction of the $PLTR price 2. Beneficiary of DeepSeek & other cheap models 3. Short Squeeze & investors on sidelines
0
0
2
This week's Breaking Analysis Research note looks at 5 years of cloud & quantifies the IaaS and PaaS market for @awscloud @Microsoft Azure & @Google Cloud Platform. We make an apples-to-apples comparison across the three hyperscalers
3
1
4
@IvanaSpear @baystreetamber Spot on as usual Ivana - good for most with the exception of closed source models.
0
0
1
@sarbjeetjohal @awscloud @furrier @Craw @dfloyer @ShellyKramer One thing Sarb is I always forecast in constant currency. I've done this for the past 10 years - a practice I always used at IDC to smooth out forecasts and avoid having to predict FX. So my forecast of $29.1 was pretty much on target.
1
1
3
Earnings from $AMZN tonight. All eyes on @awscloud. I'm looking for $29.1B from AWS, a bit higher than consensus. Alphabet disappointed investors but lost was that GCP grew *significantly* faster than overall Google Cloud. Here are my Q4 and Annual estimates. @sarbjeetjohal
0
4
12
@sarbjeetjohal @MicrosoftAI @OpenAI @deepseek_ai My fifth prediction from 2 weeks ago. I think the DeepSeek news gave this one a boost
0
0
2
@MichaelDell @deepseek_ai @DellTech @huggingface Odds on this prediction improved over the weekend...
#5 AI Inference at the Edge Shows Meaningful Revenue in 2025. We see AI inference at the edge showing measurable revenue progress in 2025. Edge computing will be a significant trend this year that will shape and evolve the AI narrative.
1
0
4
@sarbjeetjohal @IBM @ArvindKrishna @jonfortt Big year coming for ibm - SMLs, edge, infra, apps all get a boost from lower costs.
0
1
1
@sarbjeetjohal @RamaswmySridhar @furrier Yes the fundamentals are the same. Value is immense - more than anything we've seen before. And volume will still be king.
1
1
3
@sarbjeetjohal @altcap @CNBCFastMoney @Craw @sandy_carter @furrier @theCUBE @cloudpundit Lots of alternative facts to chew on :-)
1
0
2
LOL @andrewrsorkin spent the weekend playing w @deepseek_ai & did some good reporting but never considered the implications of giving the CCP access to his Gmail.
0
0
0
@sarbjeetjohal @nvidia @furrier @PatrickMoorhead @Scobleizer @ryanshrout @nyike >>Lowers the denominator for enterprises, expands the TAM for infrastructure w a lower AI denominator, same for apps; bad news for closed source models. Sarb our Jan '23 prediction might be coming true :-)
0
0
3
@IvanaSpear This analysis is so right on the money Ivana. DeepSeek is a copy/paste with some really clever workarounds - well done them. But it just further underscores the massive opportunity for infrastructure & apps.
0
0
2
@mattwbaker @OpenAI @AnthropicAI Totally Agree. You've witnessed relentless price drops and efficiency improvements over the years Matt. Were you ever concerned that it would tank demand for compute, storage & networking? Do you feel that something has changed this time around?
1
0
0