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 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, ...

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 ...

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 ...

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 ...

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 ...

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 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 ...

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 ...

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 ...