Breaking Analysis: Semis rebound but enterprise tech spending remains soft David Vellante April 1, 2023
Breaking Analysis: ChatGPT won’t give OpenAI sustainable first mover advantage David Vellante January 19, 2023
Breaking Analysis: ChatGPT won't give OpenAI sustainable first mover advantage David Vellante January 19, 2023
Breaking Analysis: CIOs in a holding pattern but ready to strike at data monetization David Vellante January 7, 2023
Breaking Analysis: Grading our 2022 enterprise technology predictions David Vellante December 17, 2022
Breaking Analysis: Cloudflare’s supercloud…What multi-cloud should have been David Vellante November 5, 2022
Kyndryl Cloudflare, Dell’s Gen AI Solutions, NVIDIA GTC, and Nile’s AI Networking Solution Shelly Kramer March 26, 2024
Breaking Analysis: NVIDIA, Broadcom and the expanding breadth of AI momentum David Vellante March 23, 2024
Kyndryl’s Gretchen Tinnerman on Industry Trends, Solving for Customer Challenges, and Sustainability Shelly Kramer March 22, 2024
Four Generative AI Cyber Risks that Keep CISOs Up at Night — and How to Combat Them Shelly Kramer March 21, 2024
Breaking Analysis: Navigating NVIDIA & the AI Trade – Sell, hold or double down? David Vellante March 16, 2024
Breaking Analysis: Why CrowdStrike is separating from the cybersecurity pack David Vellante March 9, 2024