We're hours away from going live at #DellTechWorld - super excited to be co-hosting with @SavIsSavvy along w @BobLaliberte, @furrier joining later in the week. 3 days wire-to-wire coverage @theCUBE @RealStrech #theCUBEresearch
Dave Vellante
28.1K posts
Dave Vellante
@dvellante
Analyst, Writer, Cofounder & Co-CEO SiliconANGLE Media, co-host of @theCUBE, fortunate husband, father of four, advocate of #WiT #BreakingAnalysis
- The show was called the McLaughlin Group which for 34 years served up pretty much that excellent format. Unfortunately that winning formula has mostly gone Bye Bye!
- With #AI in the palm of his hand I think perhaps @JClarkeatDell may not need a crystal ball! #DellTechWorld #theCUBE
- Replying to @bossfight_band @mufc_proud and @elonmuskADOOrder of operations yo
- Don’t look now but @servicenow is worth nearly $22B more than Workday. That is pretty impressive for a ‘help desk’ company. Just looking back at the Wikibon archives and I found this from 2009 - a lot of people said we were too agressive on the $NOW TAM - looks like we were light
- As an acquirer the former HP had many high profile failures - @HPE has actually been a sharp & prudent acquirer. Aruba has been a grand slam (before Antonio was CEO but he was involved), Cray gives HPE differentiation. 4 acquisitions this year in AIOps, AI tools, security & 5G
- My current estimates of Big 3 Cloud Revenue - these 3 accounted for $78B in annual revenue last year...representing a whopping 39% annual growth rate. cc @sarbjeet @ballen_clt @furrier @rwang0 @holgermu @dhinchcliffe @Shirastweet @jerrychen @rneelmani @TylerCohenWood
- .@thecube team - congratulations on crushing #reInvent2018 - record-setting performance - thanks to @awscloud, @intel, @Accenture, @awsmarketplace & all the ecosystem partners who made this week possible
- Annual team dinner to kick off #MWC2024 @furrier @ShellyKramer @SavIsSavvy @sarbjeetjohal & @theCUBE team. Best live enterprise tech broadcast in the biz. -#MWC24 #MWCBarcelona2024 #0.5 @pilarvellante
- Huge shoutout to @MichaelDell @ #GTC24 - "nobody is better at building end-to-end #AI Systems than @Dell - Michael Dell is here and he'd be happy to take your order"
- This week's Breaking Analysis digs deeper into the leaked Microsoft Azure cloud data. We've revised our numbers & share them here. We also highlight some quality research by @dhinchcliffe of @constellationr siliconangle.com/2023/07/29/lea… @ETRnews
- Jensen is sharing the #AI Factory moniker w @DellTech - that is quite a marketing coup for @Dell "a whole new class of data centers is emerging...designed for manufacturing intelligence at scale." -Jensen #DellTechWorld #theCUBE
