Breaking Analysis: AI revenue riddle – Azure sees gains, when will other cloud titans see the surge? David Vellante October 28, 2023
Breaking Analysis: Snowflake has Momentum with AWS and Microsoft… Why Google may not be Next David Vellante August 26, 2023
Breaking Analysis: Cloud vs. On-Prem Showdown – The Future Battlefield for Generative AI Dominance David Vellante August 12, 2023
Breaking Analysis: What leaked court docs tell us about AWS, Azure & Google cloud market shares David Vellante July 29, 2023
Breaking Analysis: What leaked court docs tell us about AWS, Azure & Google cloud market shares David Vellante July 29, 2023
Breaking Analysis: Don't be fooled by slowing cloud growth…Cost optimization is a feature not a bug David Vellante April 29, 2023
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