Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
Generative AI’s big copyright battle commences, and chip upstarts target AI workloads
It’s perhaps the biggest signal yet that generative artificial intelligence model providers aren’t going to get a free content ride: Record labels this week sued two AI music generators, and this one may prove to be the big battle over AI and copyright. Meantime, the European Union is putting more heat on Microsoft, and it’s clear those ...
THIS WEEK IN ENTERPRISE
AI models keep getting smarter — but how smart can they get?
As Nvidia became the world’s most valuable company this week, if only for a few days, it’s apparent that the race to develop even better generative artificial intelligence models isn’t slowing down. This week we saw Anthropic provide a leap in its Claude large language model, along with news that OpenAI co-founder Ilya Sutskever’s new startup ...
THIS WEEK IN ENTERPRISE
AI everywhere: Apple finally makes a splash, the data wars intensify and the big bucks still keep rolling in
It 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 ...
THIS WEEK IN ENTERPRISE
Jensanity! Nvidia valuation tops $3T — until regulators and naysayers weigh in
Have 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 ...
THIS WEEK IN ENTERPRISE
Look out below: AI’s double-edged sword slashes Dell, MongoDB, Salesforce and more
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 ...
THIS WEEK IN ENTERPRISE
AI dominates every tech event, but Nvidia remains the biggest winner
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 ...
THIS WEEK IN ENTERPRISE
Google roars back in AI, AWS has a new CEO, and big money keeps flowing into enterprise software
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 ...
THIS WEEK IN ENTERPRISE
All in a week’s events: The AI juggernaut hits cybersecurity, open source and IT infrastructure
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 ...
THIS WEEK IN ENTERPRISE
Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even more
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 ...
THIS WEEK IN ENTERPRISE
AI drives cloud growth and cloud growth drives earnings upside — for some
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 ...