Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
Big bucks keep streaming into generative AI. How long can this last?
Big money keeps pouring into generative artificial intelligence, a sign of both the enthusiasm about its potential and the high costs of creating all those mega AI models. This week’s hauls included $2.75 billion for Anthropic from Amazon, and both Scale AI and Cohere reportedly are getting hundreds of millions of dollars apiece. That’s on ...
THIS WEEK IN ENTERPRISE
At GTC, Nvidia’s Jensen Huang kicks off the next era of artificial intelligence
AI continued to dominate the news this week, no more so than at Nvidia’s annual GTC conference in San Jose, which arguably kicked off the real start of the next era of artificial intelligence. “The conference for the Era of AI,” as the company called it, was jam-packed — so much so that CEO Jensen ...
THIS WEEK IN ENTERPRISE
Insights from AI innovators: Data is driving infrastructure – but the data needs to be better
It was all AI all the time this week, as so many weeks these days seem to be. Supercloud 6: AI Innovators, SiliconANGLE’s and theCUBE’s signature event series, surfaced a lot of insights about where AI and generative AI are heading, and one upshot was that data is increasingly driving infrastructure architecture. But it’s not ...
THIS WEEK IN ENTERPRISE
The OpenAI-Elon Musk battle intensifies and AI trust sinks, but investors don’t seem to care
The escalation of the fight between OpenAI and Elon Musk over what kind of artificial intelligence company the phenom should be is creating even more uncertainty over who’s going to lead the generative AI era. At the same time, more AI researchers, including one whistleblower on Microsoft — as well as the public — are getting ...
THIS WEEK IN ENTERPRISE
The AI funding race continues unabated, even as challenges grow – especially for OpenAI
It was a bit of a turbulent week, as investors continued pouring money into artificial intelligence companies such as Glean even as it’s not yet apparent when the AI money gusher will arrive — assuming it will. Just Friday, Elon Musk threw in a haymaker, suing OpenAI for — get this — trying too hard ...
THIS WEEK IN ENTERPRISE
Intel pitches ‘systems foundry for the AI era,’ but Nvidia steals its thunder
Artificial intelligence once again dominated the news this week, but not so much in the software as the hardware. Despite investor worries about Nvidia’s already high stock price, the AI chipmaker knocked its earnings out of the park Wednesday, sending its stock up 16% and dragging the Nasdaq up 3%. The same day, Intel announced ...
THIS WEEK IN ENTERPRISE
More money, more new models for AI, while weak guidance plagues enterprise earnings
This week saw even more money pouring into artificial intelligence-related companies, including some perhaps lesser-known ones such as Lambda and Together that are providing much-needed and very lucrative access to data centers full of Nvidia’s graphics processing units critical to AI training. Speaking of Nvidia, its market cap passed both Amazon’s and Alphabet’s this week ...
THIS WEEK IN ENTERPRISE
AI content comes under the magnifying glass amid runaway deepfakes
Efforts to rein in artificial intelligence, especially rogue content such as deepfake video and audio, are accelerating, both from the government and AI companies themselves. No surprise there, given that one guy got fooled into paying scammers who deepfaked his company’s executives $25 million. Yikes. On a more positive note, somewhat, enterprise tech companies such ...
THIS WEEK IN ENTERPRISE
Meta, Amazon and Microsoft post huge earnings, but tech layoffs pile up
In the biggest set of earnings results of the new year, not every tech company outperformed, but those that did really set the pace for a better year. Meta Platforms’ stock jumped 20% on Friday after profits tripled, while investors also liked Amazon’s renewed growth. Microsoft killed it too, but investors decided to take some ...
THIS WEEK IN ENTERPRISE
Deepfakes in the wild, more big AI funding rounds, a mixed bag for earnings, and more layoffs
If you thought social media was a problem for the 2016 and 2020 elections, look out: This week the political deepfakes arrived, as bad actors created videos and audio impersonating President Joe Biden and Democratic presidential candidate Dean Phillips. Even Taylor Swift and the late George Carlin haven’t been spared from the AI deepfake treatment. ...