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Featured Research
Breaking Analysis: SaaS Attack, On-prem Survival & Re-defining Cloud

Blog - BY DAVID VELLANTE - FEBRUARY 27 2021

SaaS companies have been some of the strongest performers during this COVID era. They finally took a bit of a breather this month but remain generally well-positioned for the next…

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Breaking Analysis: RPA Remains on a Hot Streak as UiPath Blazes the Trail

AI - BY DAVID VELLANTE - FEBRUARY 21 2021

UiPath’s recent $750M raise at a $35B valuation underscores investor enthusiasm for robotic process automation. And why not? The pandemic has fueled a surge in automation initiatives as organizations re-tool…

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Breaking Analysis: How the SolarWinds Hack & COVID are Changing CISO Spending Patterns

Blog - BY DAVID VELLANTE - FEBRUARY 13 2021

Top security pros say that the SolarWinds hack and the pandemic have accelerated a change in their cyber security spending patterns. Not only must CISOs secure an increasingly distributed workforce,…

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Breaking Analysis: Big 4 Cloud Revenue Poised to Surpass $115B in 2021

Blog - BY DAVID VELLANTE - FEBRUARY 7 2021

We’re seeing the emergence of four, and only four, A players in the IaaS/PaaS hyperscale cloud services space. AWS, Azure, Alibaba and Alphabet have the resources, momentum and stamina to…

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Breaking Analysis: Tech Spending Roars Back in 2021

Blog - BY DAVID VELLANTE - JANUARY 31 2021

Following a 4-5% contraction in 2020, we expect a 6-7% increase in 2021 technology spending. Key drivers are: 1) Continued fine-tuning of and investment in digital strategies– e.g. cloud, security,…

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Breaking Analysis: Best of theCUBE on Cloud

Blog - BY DAVID VELLANTE - JANUARY 25 2021

Best of theCUBE on Cloud The next ten years of cloud will differ dramatically from the past decade. The early days of cloud deployed virtualization of standard off-the-shelf components to…

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Breaking Analysis: Pat Gelsinger Must Channel Andy Grove and Recreate Intel

Blog - BY DAVID VELLANTE - JANUARY 16 2021

Much of the discussion around Intel’s current challenges is focused on manufacturing issues and its ongoing market share skirmish with AMD. Of course that’s understandable. But the core issue Intel…

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Featured Research
  • Blog

    Breaking Analysis: SaaS Attack, On-prem Survival & Re-defining Cloud

  • AI

    Breaking Analysis: RPA Remains on a Hot Streak as UiPath Blazes the Trail

  • Blog

    Breaking Analysis: How the SolarWinds Hack & COVID are Changing CISO Spending Patterns

  • Blog

    Breaking Analysis: Big 4 Cloud Revenue Poised to Surpass $115B in 2021

  • Blog

    Breaking Analysis: Tech Spending Roars Back in 2021

  • Blog

    Breaking Analysis: Best of theCUBE on Cloud

  • Blog

    Breaking Analysis: Pat Gelsinger Must Channel Andy Grove and Recreate Intel

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