Robert Hof – SiliconANGLE

Look out below: AI’s double-edged sword slashes Dell, MongoDB, Salesforce and more

Robert Hof — Fri, 31 May 2024 19:05:00 +0000

Perhaps it shouldn’t come as a surprise that the artificial intelligence boom was never going to be unalloyed good for every enterprise technology provider looking to leverage AI. But this week, investors got a taste of the downside and they didn’t like it, sending stocks of Dell Technologies, MongoDB, Salesforce, UiPath Nutanix, Workday and more […]

The post Look out below: AI’s double-edged sword slashes Dell, MongoDB, Salesforce and more appeared first on SiliconANGLE.

AI dominates every tech event, but Nvidia remains the biggest winner

Robert Hof — Fri, 24 May 2024 19:00:45 +0000

Artificial intelligence bubble or boom, there’s no company riding it better than Nvidia, whose earnings report this week managed to outpace sky-high forecasts thanks to its providing the most popular chips in the known universe. AI also dominated the announcements and conversations at a raft of industry events this past week, from Dell Technologies World […]

The post AI dominates every tech event, but Nvidia remains the biggest winner appeared first on SiliconANGLE.

Google roars back in AI, AWS has a new CEO, and big money keeps flowing into enterprise software

Robert Hof — Fri, 17 May 2024 18:40:38 +0000

If anyone thought Google was going to continue to lose ground to Microsoft and OpenAI in the artificial intelligence era, its I/O conference this week in Mountain View proved that perception is premature at best. The company introduced a raft of new features, including some coming shortly, such as an industry-leading 2 million-token context window […]

The post Google roars back in AI, AWS has a new CEO, and big money keeps flowing into enterprise software appeared first on SiliconANGLE.

All in a week’s events: The AI juggernaut hits cybersecurity, open source and IT infrastructure

Robert Hof — Fri, 10 May 2024 21:09:49 +0000

As the spring conference season gets into full swing, we’re getting broad insights into key areas of enterprise technology. This past week, it was cybersecurity (and artificial intelligence’s impact on it) from the RSA Conference in San Francisco, open source (and AI’s impact on it) from Red Hat Summit in Denver, and information technology architecture […]

The post All in a week’s events: The AI juggernaut hits cybersecurity, open source and IT infrastructure appeared first on SiliconANGLE.

Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even more

Robert Hof — Fri, 03 May 2024 20:16:18 +0000

Another spate of earnings this week proved once again that artificial intelligence is driving a lot of upside among enterprise technology providers. Amazon, Qualcomm, Super Micro and others saw earnings improve as companies continue to invest at least in experimenting broadly with generative AI models. But others such as Advanced Micro Devices, and even AI […]

The post Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even more appeared first on SiliconANGLE.

AI drives cloud growth and cloud growth drives earnings upside — for some

Robert Hof — Fri, 26 Apr 2024 19:18:59 +0000

Artificial intelligence drove higher cloud spending this past quarter, and that in turn drove earnings upside for the likes of Google, Microsoft and SAP. Less so, however, for Intel, IBM, ServiceNow and Meta, which haven’t yet seen the AI bump they hope to get or, in Meta’s case, are spending big on it well ahead […]

The post AI drives cloud growth and cloud growth drives earnings upside — for some appeared first on SiliconANGLE.

AI model creators play an endless game of leapfrog as the rest of us worry what’s next

Robert Hof — Fri, 19 Apr 2024 17:07:40 +0000

The game of large language model leapfrog looks to be speeding up, if that’s even possible, as Meta Platforms, Elon Musk’s xAI, Microsoft, Stability AI and of course OpenAI all weighed in this week with new models of various kinds. It’s perhaps no coincidence that the potential negative impacts of this race are worrying more people, […]

The post AI model creators play an endless game of leapfrog as the rest of us worry what’s next appeared first on SiliconANGLE.

At Next, Google makes a smarter case for leading the generative AI era

Robert Hof — Fri, 12 Apr 2024 23:20:20 +0000

With Google’s Cloud Next ’24 conference this past week in Las Vegas now in the books, it looks like the search giant is finally poised to leverage its longtime work in artificial intelligence and its serious technical infrastructure to provide a boost to its third-place cloud computing unit. The Mandalay Bay conference center hosted some […]

The post At Next, Google makes a smarter case for leading the generative AI era appeared first on SiliconANGLE.

Critics assail the many downsides of AI, but will they have any impact?

Robert Hof — Fri, 05 Apr 2024 22:32:12 +0000

Has the trough of disillusionment arrived for generative artificial intelligence? Maybe it’s a bit early given continuing outright hype and breathtaking funding — but there’s certainly rising worry and criticism of actual and potential impacts, even sometimes from the AI model builders themselves. We saw a lot of that this week, from accusations that Israel […]

The post Critics assail the many downsides of AI, but will they have any impact? appeared first on SiliconANGLE.

Big bucks keep streaming into generative AI. How long can this last?

Robert Hof — Fri, 29 Mar 2024 20:01:26 +0000

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 […]

The post Big bucks keep streaming into generative AI. How long can this last? appeared first on SiliconANGLE.

At GTC, Nvidia’s Jensen Huang kicks off the next era of artificial intelligence

Robert Hof — Fri, 22 Mar 2024 04:41:17 +0000

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 […]

The post At GTC, Nvidia’s Jensen Huang kicks off the next era of artificial intelligence appeared first on SiliconANGLE.

Insights from AI innovators: Data is driving infrastructure – but the data needs to be better

Robert Hof — Fri, 15 Mar 2024 14:41:50 +0000

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 […]

The post Insights from AI innovators: Data is driving infrastructure – but the data needs to be better appeared first on SiliconANGLE.

The OpenAI-Elon Musk battle intensifies and AI trust sinks, but investors don’t seem to care

Robert Hof — Fri, 08 Mar 2024 19:56:02 +0000

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 […]

The post The OpenAI-Elon Musk battle intensifies and AI trust sinks, but investors don’t seem to care appeared first on SiliconANGLE.

The AI funding race continues unabated, even as challenges grow – especially for OpenAI

Robert Hof — Fri, 01 Mar 2024 06:20:07 +0000

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 […]

The post The AI funding race continues unabated, even as challenges grow – especially for OpenAI appeared first on SiliconANGLE.

Intel pitches ‘systems foundry for the AI era,’ but Nvidia steals its thunder

Robert Hof — Fri, 23 Feb 2024 15:18:46 +0000

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 […]

The post Intel pitches ‘systems foundry for the AI era,’ but Nvidia steals its thunder appeared first on SiliconANGLE.

More money, more new models for AI, while weak guidance plagues enterprise earnings

Robert Hof — Fri, 16 Feb 2024 04:43:54 +0000

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 […]

The post More money, more new models for AI, while weak guidance plagues enterprise earnings appeared first on SiliconANGLE.

AI content comes under the magnifying glass amid runaway deepfakes

Robert Hof — Sat, 10 Feb 2024 00:02:51 +0000

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 […]

The post AI content comes under the magnifying glass amid runaway deepfakes appeared first on SiliconANGLE.

Meta, Amazon and Microsoft post huge earnings, but tech layoffs pile up

Robert Hof — Fri, 02 Feb 2024 21:13:28 +0000

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 […]

The post Meta, Amazon and Microsoft post huge earnings, but tech layoffs pile up appeared first on SiliconANGLE.

Deepfakes in the wild, more big AI funding rounds, a mixed bag for earnings, and more layoffs

Robert Hof — Fri, 26 Jan 2024 22:00:47 +0000

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. […]

The post Deepfakes in the wild, more big AI funding rounds, a mixed bag for earnings, and more layoffs appeared first on SiliconANGLE.

Deceptive AIs, busy trustbusters and Apple’s pricey big bet

Robert Hof — Fri, 19 Jan 2024 20:59:59 +0000

To their credit, artificial intelligence companies and researchers are looking more deeply at the unintended consequences of generative AI. This week, Anthropic showed how AI can be taught to deceive, though it didn’t offer a solution to that alarming possibility. OpenAI did announce tools to reduce the potential for AI to produce election-influencing misinformation, though […]

The post Deceptive AIs, busy trustbusters and Apple’s pricey big bet appeared first on SiliconANGLE.

HPE bids for Juniper, layoffs surge and AI dominates CES

Robert Hof — Fri, 12 Jan 2024 20:09:31 +0000

With the CES consumer electronics show as usual setting the news year in motion, the technology industry got busy again this week. The biggest deal, and biggest surprise, was Hewlett Packard Enterprise making a $14 billion bid for Juniper Networks, for better or worse looking to challenge Cisco Systems for networking leadership as artificial intelligence […]

The post HPE bids for Juniper, layoffs surge and AI dominates CES appeared first on SiliconANGLE.

Here comes OpenAI’s generative AI app store, and consolidation quickens in cybersecurity

Robert Hof — Fri, 05 Jan 2024 20:27:26 +0000

Silicon Valley returned to work slowly and reluctantly following the holidays, starting about Wednesday based on the volume of story pitches sent to me, but there was still plenty of news. Not surprisingly, artificial intelligence, which never seems to take a vacation, led the way. OpenAI is about to open a ChatGPT store — AI […]

The post Here comes OpenAI’s generative AI app store, and consolidation quickens in cybersecurity appeared first on SiliconANGLE.

No holiday for AI, chipmakers or cyber criminals

Robert Hof — Sat, 30 Dec 2023 01:24:26 +0000

Not surprisingly, it was a pretty slow week for enterprise technology given the holidays, but there was still some significant news in artificial intelligence, chips and cybersecurity — and of course it’s that time of year for predictions, which we started rolling out this week, with more in coming weeks. Here’s a sampling of the […]

The post No holiday for AI, chipmakers or cyber criminals appeared first on SiliconANGLE.

AI looks inward, antitrust bites big tech again and cybersecurity battles intensify

Robert Hof — Fri, 22 Dec 2023 19:39:03 +0000

News may be slowing down this week in anticipation of the holiday next week, but cyber criminals, cyber cops and antitrust hawks are not. And despite some high-profile antitrust fallout, such as Adobe abandoning its acquisition of Figma and Apple came under antitrust fire on two fronts, consolidation and even new fundings in enterprise software […]

The post AI looks inward, antitrust bites big tech again and cybersecurity battles intensify appeared first on SiliconANGLE.

Guardrails are coming for AI, and antitrust finally bites Big Tech

Robert Hof — Fri, 15 Dec 2023 20:35:25 +0000

Even as new funding of artificial intelligence companies keeps on coming, new guardrails on the behavior of generative AI models are getting put in place as well, as we saw moves this week both by companies and by governments. What’s more, the open-source community is weighing in with the contention that AI models will be […]

The post Guardrails are coming for AI, and antitrust finally bites Big Tech appeared first on SiliconANGLE.

Google finally joins the gen AI race in earnest, and now it’s really wide open

Robert Hof — Fri, 08 Dec 2023 19:26:21 +0000

With its new AI model Gemini, Google this week cracked open the generative AI race even wider — as we said would happen following that pre-Thanksgiving OpenAI debacle. Gemini, which Alphabet and Google CEO Sundar Pichai promised way back in May at its I/O conference (pictured) would be coming this year, is still only partially […]

The post Google finally joins the gen AI race in earnest, and now it’s really wide open appeared first on SiliconANGLE.

Amazon bolsters its cloud with generative AI as it embraces frugality

Robert Hof — Fri, 01 Dec 2023 18:39:15 +0000

Not for the first time, this week was all about the quickening battle for leadership in artificial intelligence, especially the generative variety. That was abundantly clear at Amazon Web Services Inc.’s annual re:Invent conference in Las Vegas, which SiliconANGLE and its livestreaming video studio theCUBE, as well as our newly constituted market research arm theCUBE […]

The post Amazon bolsters its cloud with generative AI as it embraces frugality appeared first on SiliconANGLE.

OpenAI drama finally ends but proves the battle for AI supremacy remains wide open

Robert Hof — Fri, 24 Nov 2023 19:39:32 +0000

What else mattered this week besides OpenAI? Well, plenty, but nothing to match the drama as CEO Sam Altman first gets fired, then rehired within days as nearly the entirely company revolts against the erstwhile board, to great joy among the troops (pictured). There’s still mystery behind the precise reasons for the internal split, but […]

The post OpenAI drama finally ends but proves the battle for AI supremacy remains wide open appeared first on SiliconANGLE.

Microsoft hires Sam Altman and others for new AI research group – maybe! – as most OpenAI staff threaten to leave

Robert Hof — Mon, 20 Nov 2023 15:52:16 +0000

Updated with continuing uncertainty: The unprecedented drama at OpenAI continues today as 49% investor Microsoft Corp. put its big feet down and hired former Chief Executive Sam Altman and co-founder and former President Greg Brockman for a new artificial intelligence research group at Microsoft. The move comes as more than 500 of OpenAI’s 770-person staff […]

The post Microsoft hires Sam Altman and others for new AI research group – maybe! – as most OpenAI staff threaten to leave appeared first on SiliconANGLE.

Generative AI gets the Microsoft treatment, supercomputers get the AI treatment – and Sam Altman gets the boot

Robert Hof — Fri, 17 Nov 2023 16:37:29 +0000

Microsoft is now the Copilot company, Chief Executive Satya Nadella declared this week at the company’s Ignite conference, not only spreading generative AI across its products but also announcing its first AI processor designs. The flurry of news at Ignite was just one sign of how much gen AI is getting infused into every enterprise […]

The post Generative AI gets the Microsoft treatment, supercomputers get the AI treatment – and Sam Altman gets the boot appeared first on SiliconANGLE.