Featured Research
Breaking Analysis: Cisco needs to simplify...here's how
Blog - BY DAVID VELLANTE - JUNE 3 2023
With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about…
Breaking Analysis: GPUs get all the headlines, but the future of AI is real-time data
AI - BY DAVID VELLANTE - MAY 27 2023
The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be…
Breaking Analysis: The AI-powered hybrid-multi-super cloud
Blog - BY DAVID VELLANTE - MAY 20 2023
AI will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is…
Breaking Analysis: Searching for gold in enterprise AI
AI - BY DAVID VELLANTE - MAY 13 2023
With Andy Thurai, VP & Principal Analyst, Constellation Research The AI gold rush is on. The paths to monetization are seemingly endless but the most obvious converge on making humans more productive…
Breaking Analysis: Desperately seeking cloud repatriation
Blog - BY DAVID VELLANTE - MAY 6 2023
While we’ve been skeptical about repatriation as a notable movement, anecdotal evidence suggests that it is happening in certain pockets. Even though we still don’t see cloud repatriation broadly showing…
Breaking Analysis: Don't be fooled by slowing cloud growth...Cost optimization is a feature not a bug
Blog - BY DAVID VELLANTE - APRIL 29 2023
The big three US cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in…
Breaking Analysis: RSA 2023 & the security identity crisis, part 2
Blog - BY DAVID VELLANTE - APRIL 22 2023
The narrative from security vendors is organizations don’t spend enough money on cyber defense. Maybe…but will spending more actually address the problems organizations face? The conventional wisdom is it will…
Featured Research
Blog
Breaking Analysis: Cisco needs to simplify...here's how
AI
Breaking Analysis: GPUs get all the headlines, but the future of AI is real-time data
Blog
Breaking Analysis: The AI-powered hybrid-multi-super cloud
AI
Breaking Analysis: Searching for gold in enterprise AI
Blog
Breaking Analysis: Desperately seeking cloud repatriation
Blog
Breaking Analysis: Don't be fooled by slowing cloud growth...Cost optimization is a feature not a bug
Blog
Breaking Analysis: RSA 2023 & the security identity crisis, part 2
