In an exclusive interview with Trinity Chavez, lead anchor for NYSE TV, David Vallante, co-founder and CEO of SiliconANGLE and chief analyst at theCUBE Research, discusses the realm of AI, the IPO market and broader tech trends. Vellante provides insights into Silicon Angle's diverse businesses, including publishing, digital TV (theCUBE), research, platform and Cube AI.
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Highlighting AI as a significant market mover, Vellante discusses its expanding influence beyond silicon companies such as Nvidia and Broadcom, reaching OEMs such as Dell, HP, IBM and software giants such as Adobe. The conversation extends to tech earnings, where attention is focused on AI monetization and the performance of cloud hyperscalers such as AWS and Azure.
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Regarding IPOs, Vellante anticipates a resurgence in 2024 and 2025, mentioning potential candidates such as Databricks, Arctic Wolf and Cohesity. Looking ahead to tech events such as IBM Think and the RSA Conference, the discussion underscores the persistent challenge of cybersecurity, with AI increasingly integrated into the solution landscape.
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