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เนื้อหาจัดทำโดย SiliconANGLE เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก SiliconANGLE หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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Hilde Mosse comes from one of the wealthiest families in Berlin and stands to inherit an enormous fortune. But she longs for something more meaningful than the luxurious lifestyle her family provides. So Hilde decides to pursue her dream of becoming a doctor. As the Nazis take power in Germany and the Mosse family is forced to flee, Dr. Hilde Mosse lands in New York having nearly lost everything.. She finds her calling treating the mental health of Black youth – and the symptoms of a racist system. In addition to photographs, school records, and correspondence spanning Hilde Mosse’s entire lifetime, the Mosse Family Collection in the LBI Archives includes the diaries she kept between 1928 and 1934, from the ages of 16-22. Hilde’s papers are just part of the extensive holdings related to the Mosse Family at LBI. Learn more at lbi.org/hilde . Exile is a production of the Leo Baeck Institute, New York and Antica Productions. It’s narrated by Mandy Patinkin. This episode was written by Lauren Armstrong-Carter. Our executive producers are Laura Regehr, Rami Tzabar, Stuart Coxe, and Bernie Blum. Our producer is Emily Morantz. Research and translation by Isabella Kempf. Voice acting by Hannah Gelman. Sound design and audio mix by Philip Wilson. Theme music by Oliver Wickham. Please consider supporting the work of the Leo Baeck Institute with a tax-deductible contribution by visiting lbi.org/exile2025 . The entire team at Antica Productions and Leo Baeck Institute is deeply saddened by the passing of our Executive Producer, Bernie Blum. We would not have been able to tell these stories without Bernie's generous support. Bernie was also President Emeritus of LBI and Exile would not exist without his energetic and visionary leadership. We extend our condolences to his entire family. May his memory be a blessing. This episode of Exile is made possible in part by a grant from the Conference on Jewish Material Claims Against Germany, which is supported by the German Federal Ministry of Finance and the Foundation Remembrance, Responsibility and Future.…
38. Battle for AI Supremacy - Who Wins? Is AWS or Microsoft at Risk?
Manage episode 384212509 series 3502610
เนื้อหาจัดทำโดย SiliconANGLE เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก SiliconANGLE หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
On this weeks edition of theCUBE Pod, John & Dave talk about the copilot announcements out of Microsoft Ignite, update the week at Super Computing 2023, and discuss the impact of AI on applications.
90 ตอน
Manage episode 384212509 series 3502610
เนื้อหาจัดทำโดย SiliconANGLE เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก SiliconANGLE หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
On this weeks edition of theCUBE Pod, John & Dave talk about the copilot announcements out of Microsoft Ignite, update the week at Super Computing 2023, and discuss the impact of AI on applications.
90 ตอน
ทุกตอน
×The latest episode of theCUBE Pod takes you inside the action as John Furrier and Dave Vellante broadcast live from the New York Stock Exchange, unveiling theCUBE’s new Buttonwood Room studio. They look into the NYSE’s media expansion, the evolving role of independent media and the significance of the closing bell ceremony. New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu The conversation also explores major industry shifts, from Bitcoin’s potential $20 trillion market cap to Intel’s strategic changes and AI’s disruption in media. They also examine the evolving relationship between media and finance, including the NYSE’s push to integrate storytelling with its market legacy and the growing demand for in-depth, long-form content amid an AI-driven media landscape. To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu #theCUBE #theCUBEPod #theCUBEresearch #NYSE #ButtonwoodRoom #AI 00:00 - Unveiling the Future: Media Innovation and Launch Highlights at NYSE 02:58 - theCUBE's Role in NYSE's Transformation 05:00 - Crypto and Market Dynamics Discussion 07:07 - Amazon's Market Presence and Innovations 11:48 - Media Landscape Changes and AI's Role 15:09 - The Importance of Face-to-Face Interaction 20:58 - NYSE Traditions and Closing Bell Experience 23:39 - theCUBE and NYSE Collaboration Opportunities 27:24 - The Evolving Dynamics of Media and Finance…
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1 92. NextGen Social Media & Trust Networks, Restructuring Intel to Save Foundry, On-prem AI Designing In-House Silicon 48:38
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1 91. What’s going on with IBM? Cloud-AI Tug of War, From DeepSeek to DOGE 1:08:43
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1 90. DeepSeek Deep Dive Winners & Losers, Sci-Ops Conspiracy, A New Cold War 1:02:34
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1 89. Stargate: Follow the Money, Crypto Gets an EO Boost, TikTok Gets a Lifeline 1:02:39
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1 86. CFOs as AI Leaders, Intel Foundry Spin, Databricks Valuation, AI Bubble or Not? 1:06:35
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1 83. LIVE from SC24! Is Nvidia Secretariat? HPC meets AI, govs rush to spend $30B on Chips Act 43:36
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1 80. Tech earnings firehose, AI CAPEX mania, Jamie Dimon vs. Sam Altman, AI Election 1:11:24
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1 78. Deep Dive on IBM's AI-First Strategy, Snowflake-Databricks Dust-Up, Datacenters Go Nuclear 1:02:42
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1 77. AI & Climate Change, CoreWeave Funding and the Future of GPU Clouds, theCUBE + NYSE CXO Summit 52:03
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1 76. OpenAI's Eye Popping Raise, Brad Gershners Thesis & Big Bet, Can Google Challenge OpenAI's Moat 1:03:46
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1 74. Intel (sort of) Spins Foundry, Benioff's Agentic Version, Mandiant & Crowdstrike Highlight Business Resilience 1:03:25
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1 72. Nvidia Antitrust Scrutiny, Is the PC Dead?, King Making in AI, CUBEd Awards 1:00:13
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1 71. The Big GPU Short?, China Chips Reach-around, Explaining Broadcom VMware, Crowdstrike Reset 1:09:41
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1 70. Is Matt Garmin Bill Belichick? Cloud Data Wars, Bitcoin Revolution 1:06:47
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69. AI Bubble, Big Tech Bullseye, Security Community Unites
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1 66. Crowdstrike chaos, exclusive customer survey reveals financial exposure 1:04:00
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1 65. Debate debacle, Amazon $2T, VMware complaints, New Trend: Agentic AI 1:05:49
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1 63. Snowflake Databricks Olympics, GenAI ROI Questions, Perplexity Review 1:03:36
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In this week’s episode of theCUBE Pod, industry analysts John Furrier and Dave Vellante delve into the fierce competition between Snowflake and Databricks, focusing on their distinct strategies and market positions. Vellante highlights Databricks' faster growth and its cleaner revenue model, contrasting it with Snowflake's integration of AWS revenue.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu Their discussion also explores the open-source strategies of both companies, with Snowflake's Polaris Catalog and Databricks' acquisition of Tabular. The conversation shifts to the future of generative AI, noting the significant investments and emerging use cases shaping the industry. Tune in to the latest episode for an in-depth analysis of these tech giants and the evolving AI landscape.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/06/17/snowflake-vs-databricks-thecubepod/ This Week in Enterprise:AI everywhere: Apple finally makes a splash, the data wars intensify and the big bucks still keep rolling inIt wasn’t exactly on the scale of the introduction of the iPhone or even the iPod, but Apple this week managed to make a credible splash in artificial intelligence.Much of Apple Intelligence is on the come, and you’ll need a newer iPhone to get the features, but as usual Apple managed to make an emerging technology approachable and show how it will be useful. We’ll see if it delivers, but investors already gave it credit, boosting its stock more than 7% in recent days.Deeper into the AI weeds, Databricks held its Data + AI Summit, following Snowflake’s Data Cloud Summit last week in the same Moscone Center in San Francisco. The upshot: The privately held company, on the list of top candidates to go public this year, sought to negate the knotty data format wars and expand its appeal beyond data scientists, but as CEO Ali Ghodsi (pictured) admitted, such battles will continue “until the sun burns up.”Meanwhile, the money vacuum in AI keeps sucking in billions, as Mistral and AlphaSense each raised about $650 million this week. But revenue is coming in too: $2.4 billion in the first half for Databricks, $3.4 billion since last year for OpenAI, and AI drove upside earnings this week at Oracle, Broadcom, Rubrik and Adobe.Pat Gelsinger’s comeback plan for Intel hit a rough patch as it delayed a $25 billion fab in Israel. Meantime, Samsung, the No. 2 foundry Intel aims to catch, just outlined its new two-nanometer chipmaking process.Microsoft admitted its security problems and promised to do better, and it started by putting off the introduction of its much-criticized Recall online activity tracking feature. Elsewhere on the cybersecurity front this week, at its re:Inforce conference Amazon Web Services outlined a bunch of new AI-driven security features. Meantime, consolidation chugs on as Fortinet bought Lacework apparently for a song.Check out the full article https://siliconangle.com/2024/06/14/ai-everywhere-apple-finally-makes-splash-data-wars-intensify-big-bucks-still-keep-rolling/ To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu…
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In this week’s edition of theCUBE Podcast, recorded during Snowflake's Data Cloud Summit, the discussion centered around the challenges of creating governance standards across various compute engines. Snowflake's strategy to open-source the Polaris Catalog and the importance of its Horizon solution for advanced governance were key topics.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu In the first segment, Dave Vellante, chief analyst at theCUBE Research is joined by George Gilbert, principal analyst at theCUBE Research, and Sanjeev Mohan, principal at SanjMo, as they discuss the difficulties in standardizing open table formats such as Apache Iceberg, describing it as "herding cats."To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ The episode also featured Snowflake CEO Sridhar Ramaswamy, who discussed the company's rapid advancements, including the Cortex AI project and its vision of being a leading data cloud platform. Additionally, the ongoing rivalry between Snowflake and Databricks was explored, with Databricks' acquisition of Tabular Technologies being a significant move in the battle over data storage standards.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/06/10/data-cloud-summit-thecubepod/ This Week in Enterprise:Jensanity! Nvidia valuation tops $3T — until regulators and naysayers weigh inHave we reached peak AI? This was a week in which CEO Jensen Huang’s Nvidia hit $3 trillion in market capitalization, only to fall back below that mark on reports of an antitrust probe by the Justice Department. Easy come, easy go.Meantime, some people are questioning if generative AI will catch on quickly enough to justify all the money still flowing in and policy arm-wrestling continues. But others such as McKinsey are more optimistic, and as Paul Gillin’s deep dive indicates, at least some companies are getting a handle on the all-important task of managing the data for AI.Speaking of which, at its Data Cloud Summit this past week in San Francisco, Snowflake made its case for an integrated data compute platform while opening up to more outside technology. But archrival Databricks, which photobombed the event with an announced acquisition, will make its own case for even more openness next week at its Data + AI Summit.Amid mixed enterprise tech provider earnings, HPE and CrowdStrike nonetheless beat estimates and investors cheered. Next week: Oracle and Broadcom, bellwethers in cloud — where Microsoft oddly laying off a lot of people from Azure — and in semiconductors. Plus, Adobe, a software-as-a-service indicator.Also, next week, Apple holds its Worldwide Developer Conference, likely revealing its AI cards, in particular a deal with OpenAI as well as Apple Intelligence.Check out the full article https://siliconangle.com/2024/06/07/jensanity-nvidia-valuation-tops-3t-regulators-naysayers-weigh/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu…
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1 61. Databricks Disrupts Snowflake’s Moat, Erratic Earnings, To IPO or Not 1:00:15
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In episode 61 of The Cube podcast, theCUBE Research analysts John Furrier and Dave Vellante dive into the latest enterprise news and technological advancements, including significant developments in AI, such as Elon Musk's $6 billion fundraising and OpenAI's strategic media deals with Vox Media and Atlantic.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu Dell's AI-driven server growth is another topic of discussion as the company experiences an impressive revenue spike but flat profits due to high costs associated with Nvidia components. In addition, the competitive landscape between Databricks and Snowflake is explored, highlighting Databricks' Unity Catalog as a game-changing governance engine.To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ Other tech market shifts, such as the downturn in software earnings for companies like Salesforce and UiPath, and the growing focus on military technology influenced by current global conflicts are also discussed.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/06/03/snowflake-databricks-furrier-vellante-thecubepod/ This Week in Enterprise:Look out below: AI’s double-edged sword slashes Dell, MongoDB, Salesforce and morePerhaps 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 plummeting as it became apparent that spending on generative AI technologies such as ChatGPT is stealing budget from other tech spending, at least on the software side. And for Dell, all those AI servers it sold didn’t produce better profits because, as theCUBE Research Chief Analyst Dave Vellante says, all the profit in hardware is going to Nvidia.It will be interesting to see how June quarter results for many of the biggest tech providers such as Microsoft and Google fare toward the end of July, but investors will be very wary.Meantime, the battle for AI dominance rages on, as Elon Musk’s xAI raised $6 billion and CoreWeave reportedly is planning a 2025 initial public offering of stock. And companies such as Google, which stepped in the AI mud again with bizarre answers with its new AI Overviews service, are striving the fix generative AI issues that may not have a ready solution.Check out the full article https://siliconangle.com/2024/05/31/look-ais-double-edged-sword-slashes-dell-mongodb-salesforce/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu People mentioned in this podcast: #theCUBEResearch #AI #OpenAI #DellTech #Nvidia #Databricks #Snowflake #Salesforce #UiPathTags: theCUBE Pod, theCUBE Research, Artificial intelligence, AI, OpenAI, Dell Technologies, Nvidia, Databricks, Snowflake, Salesforce, UiPath…
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1 60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats 1:16:24
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1 59. The AI 2024 Wars 1:07:52
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1 58. Conversations with Boomi CEO Steve Lucas, Zscaler CEO Jay Chaundry, and Red Hat CEO Matt Hicks 1:01:17
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On this weeks edition of theCUBE Pod we listen in to theCUBE's coverage of Boomi World, RSAC, and Red Hat Summit. (00:43) First John Furrier sits down with Boomi CEO Steve Lucas, (23:08) followed by Dave Vellante's conversation with Zscaler CEO Jay Chaudry, (39:58) then wrapped up with Rebecca Knight & Rob Strechay's talk with Red Hat CEO Matt Hicks.…
On this week’s edition of theCUBE Pod, theCUBE Research analyst John Furrier and Dave Vellante talk about Nvidia's evolution, the AI bubble vs the internet bubble, and give a preview on RSA Conference 2024. First up, Vellante shares insights on Nvidia's position in the market, sparking a debate on whether it's more akin to Cisco or Google.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu The conversation also explores the current landscape of AI investments, the role of cloud providers in cybersecurity and the dynamics of the cryptocurrency market. Additionally, they highlight the growing importance of AI in cybersecurity, recent developments in network security startups and the evolving strategies of cloud players like Oracle.Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/05/06/nvidia-cisco-google-rsa-conference-furrier-vellante-thecubepod/ This Week in Enterprise:Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even moreAnother spate of earnings this week proved once again that artificial intelligence is driving a lot of upsides 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 server provider Super Micro, disappointed investors for not providing even higher guidance for coming quarters. Only in this time of AI frenzy is Super Micro’s 200% revenue gain not enough.AI investment doesn’t seem to be slowing down, though. CoreWeave raised even more money at a breathtaking valuation, but what would you expect for a company that is kind of the pure-play AI cloud? And MongoDB doubled down this week with a spate of generative AI announcements.Meantime, technology to reduce hallucinations and other generative AI model issues is now a venture and market opportunity and an industry priority as it becomes more of a target of regulators and media.And in a bit of a head-scratcher, a National Labor Relations Board judge found Andy Jassy guilty of breaking labor law with what seemed like a pretty mild statement about unions.Next week, an explosion of cybersecurity news is coming as the RSA Conference approaches, starting Monday. We’ve already started our special coverage section that will run through and after the event. And earnings reports are coming from GlobalFoundries, Uber and Lyft, Palantir, Datadog, JFrog, Dropbox and more.Check out the full article https://siliconangle.com/2024/05/03/enterprise-tech-leaders-profit-picks-shovels-era-ai-investors-want-even/ To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu People mentioned in this podcast: Jim Cramer , TV personality and author Jeff Bezos , chairman of Amazon Jensen Huang , founder and CEO of Nvidia Adam…
In episode 56 of the theCUBE Podcast, theCUBE Research analyst John Furrier and Dave Vallante discuss a wide range of topics, including the elimination of non-compete agreements, the acquisition of HashiCorp by IBM, challenges faced by Intel in the chip market, and the performance of companies like Microsoft and Rubrik.New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu They also discuss the competitive landscape in the tech industry, including the rise of AI, the importance of cybersecurity and the potential for companies such as Snowflake to reshape the data business. The episode concludes with mentions of the dynamic tech scenes in New York and Boston and the upcoming RSA Conference from May 6-9, Red Hat Summit from May 7-9 and Boomi World from May 8-9.Read more https://siliconangle.com/2024/04/29/intel-ibm-rubrik-ai-furrier-vellante-thecubepod/ This Week in Enterprise:AI drives cloud growth and cloud growth drives earnings upside — for someArtificial 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 of the revenue opportunity. That was the gist of a mixed week for tech’s first big slug of earnings reports, with more coming next week: Amazon, Advanced Micro Devices, Samsung, Qualcomm and others.Another positive sign this week for the entire tech industry ecosystem was Rubrik’s IPO, after which its shares jumped 16% in their public market debut. IPOs, in a long drought lately, are what drive returns that are then invested back into startups, not to mention Teslas, local restaurants and already overpriced homes.Meanwhile, IBM bought HashiCorp for $6.4 billion, and Nvidia dug under the cushions of its cash-flow couch to buy GPU clustering startup Run:ai for $700 million. But Salesforce decided spending multiple billions on Informatica didn’t pencil out.As concerns rise about the cost and time to train and run AI models, many companies are offering smaller and more efficient models — a trend that’s only likely to grow in coming months.Lots of action on the policy front this week, as President Biden signed the ByteDance sell-or-ban bill, raising the distinct possibility that TikTok could exit the United States — though there’s a lot of legal wrangling to come before that happens. Two other big policy dictums came down as well: The FCC reinstated net neutrality rules that Trump ended, and the FTC banned noncompete clauses.Check out the full article https://siliconangle.com/2024/04/26/ai-drives-cloud-growth-cloud-growth-drives-earnings-upside/ To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu People mentioned in this podcast: Joe Biden , 46th president of the United States Donald Trump , 45th president of the United States Rob Strechay , managing director and lead analyst at theCUBE Rese…
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1 54. Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast 1:12:27
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Andy Jassy calls regulation illegal, intel hurting; is Nvidia a Monopoly? Google Cloud catching up fast
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1 53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding 1:10:14
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New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu
On this weeks edition of theCUBE Pod, John & Dave talk about Sam Bankman-Fried's 25 year sentence, Databricks announcement, and the modern IPO.
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1 Reactions to Nvidia GTC24, Broadcom's Investor Day, and AI Factories 1:03:28
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During episode 51 of theCUBE Pod, John Furrier, executive analyst, and Dave Vellante, chief analyst at theCUBE Research, talk about the hype around Nvidia and their conference in San Jose, CA, as well as Broadcom's Investor Day, as well as President Biden's $8.5 billion microchip grant.
On this weeks edition of theCUBE Pod, John and Dave talk about the House banning TikTok, the issue with AI and misinformation, and bitcoins continued rise.
On this weeks edition of theCUBE Pod, John and Dave give an update on Broadcom, news from MWC, and look ahead to theCUBE's event season.
On this weeks edition of theCUBE Pod, John & Dave talk about Meta CEO, Mark Zuckerburg's take on the Quest 3 vs the Apple Vision Pro, preview Mobile World Congress, and the battle for enterprise AI.
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1 46. Cohesity & Veritas Exclusive, Sam Altman & Meta go for trillions, AI Chip wars 1:17:46
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1 45. AI Not Lifting All Boats (yet), Cisco's AI Opportunity, Intel's Uphill Battle 1:00:54
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On this weeks edition of theCUBE Pod, John & Dave give an AI update, and riff on Intel's uphill battle.
On this week's edition of theCUBE Pod, John Furrier & Dave Vellante talk about enterprises possibily gaining a return on AI investments and Broadcom's 2024 game plan amidst its VMware assimilation. They also talk about their plans to attend various events, including the 11th annual IPO Summit in New York and the growing importance of AI in 2024, its impact on technology trends, IT spending and the changing landscape of the industry. New episodes every Friday! https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu In addition, they mention the significance of AI deployment and AI literacy, as well as the role of companies like Broadcom in providing solutions for AI infrastructure. The conversation also touches on the history of IT transitions and the challenges and opportunities presented by AI. Check out the current episode of theCUBE Pod https://siliconangle.com/2024/01/22/thecube-pod-2024-year-ai-roi-broadcoms-next-moves-thecubepod/ THIS WEEK IN ENTERPRISE TECH: Deceptive AIs, Busy Trustbusters and Apple’s Pricey Big Bet 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 it’s not clear why they will be any more successful than Meta Platforms efforts to rein in the problems with social media. At the same time, investors continue to pour more money into the market and companies keep pushing ahead — including toward the Holy Grail of artificial general intelligence — as OpenAI and Meta and others aim to get to human-level AI, for better or worse. Meantime, the tech industry as a whole seems to be in a holding pattern, as some companies such as Google continue to lay off workers in the face of what they view as macroeconomic uncertainty. But by most accounts, the economy is surprisingly steady and even improving on metrics such as inflation and, of course, the stock market, and new consumer confidence numbers back up the better vibes. Gartner even anticipates surprisingly strong growth this year, though as theCUBE Research analyst Dave Vellante will note in his weekly Breaking Analysis this weekend, a cautious outlook remains before sentiment improves for the second half of the year. Antitrust continues to be a trend into the new year, as Apple ran into a buzzsaw over its Watch and Amazon’s acquisition of iRobot looks all but dead. But Apple is moving on, and today you can finally pre-order its Vision Pro “spatial computing” headset if you have a few thousand bucks to spare. Read the full breakdown on the latest in tech https://siliconangle.com/2024/01/19/deceptive-ais-busy-trustbusters-apples-pricey-big-bet/ To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ People mentioned in this podcast: Julie Sweet, CEO of Accenture Alan Cohen, general partner at DCVC Meg Whitman, former president and CEO of HPE, U.S. Ambassador to Kenya Andy Jassy, president and CEO of Amazon Pat Gelsinger, CEO of Intel Kumar Sreekanti, venture partner at Atlantic Bridge Services Sanjay Poonen, president and CEO of Cohesity Hock Tan, president and CEO of Broadcom Steve Jobs, co-founder and former CEO and chairman of Apple Michael Dell, chairman and CEO of Dell Technologies Howie Xu, SVP of engineering and AI/ML at Palo Alto Networks Brett Hannath, CMO of Intel…
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1 43. Crypto Tailwinds, Carta Crisis, Massive Layoffs Fuel AI Startups 1:00:09
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On this weeks edition of theCUBE Pod, John and Dave talk about the momentum with crypto, and the opportunity the tech layoffs present for startups.
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1 42. Perplexity Raised, Smaller LLM's & 2024 Optimism 1:01:00
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1 41. Year End Review, 2024 Predictions & Stocks to Watch 1:02:01
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On this edition of theCUBE Pod, John and Dave wrap up 2023 and give their predictions for 2024.
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1 40. David vs Goliath AI Battle, Intel vs NVIDIA, Government vs Industry 1:03:07
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On this weeks edition of theCUBE Pod, John & Dave riff on the AI battle, AI regulation, and touch on the chip wars.
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1 39. Chip Wars, New Data Architecture, AI Winners & Losers 1:05:43
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ที่ถูกใจแล้ว1:05:43
On this weeks edition of theCUBE Pod John & Dave talk about the chip wars, update from Supercloud 5, and break down the AI winners and losers.
On this weeks edition of theCUBE Pod, John & Dave talk about the copilot announcements out of Microsoft Ignite, update the week at Super Computing 2023, and discuss the impact of AI on applications.
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theCUBE Podcast
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1 37. Open AI's Launch; Is Watsonx Real; Scoring Innovation 1:04:46
1:04:46
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ลิสต์เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว1:04:46
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theCUBE Podcast
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1 36. SBF Guilty as charged, AI back in Palo Alto; CISO charged in enemy cyber attack 1:06:43
1:06:43
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ลิสต์
ถูกใจ
ที่ถูกใจแล้ว1:06:43
theCUBE Pod Episode 36
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theCUBE Podcast
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1 35. AI Cloud Collision, Investor Uncertainty, Supercloud 5 1:07:36
1:07:36
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ลิสต์
ถูกใจ
ที่ถูกใจแล้ว1:07:36
On this weeks edition of theCUBE Pod, John & Dave talk about the hypersacaler earnings, investor uncertainty around AI, and the exciting announcement of Supercloud 5!
On this weeks edition of theCUBE Pod, John & Dave talk about the Broadcom & VMware merge, and give an update on the cloud wars.
On this weeks edition of theCUBE Pod, John & Dave talk about the conflict Israel, John's experience at the SAS Championship pro-am event, and rants of the week.
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theCUBE Podcast
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1 32. MGM Hack - To Pay or Not to Pay? Dell Hands Out Cash to Investors. Flexport Drama, More Layoffs 1:07:14
1:07:14
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ลิสต์
ถูกใจ
ที่ถูกใจแล้ว1:07:14
On this weeks edition of theCUBE Pod John & Dave riff on the current state of the economy, Dell's financial meeting in NYC, and the UK Antitrust focussing on AWS & Microsoft.
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theCUBE Podcast
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On this weeks edition of theCUBE Pod, John & Dave discuss Lena Khan's attack on Amazon.
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