Robert Hof – SiliconANGLE

Generative AI’s big copyright battle commences, and chip upstarts target AI workloads

Robert Hof — Fri, 28 Jun 2024 17:37:31 +0000

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 […]

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AI models keep getting smarter — but how smart can they get?

Robert Hof — Fri, 21 Jun 2024 18:02:11 +0000

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 […]

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AI everywhere: Apple finally makes a splash, the data wars intensify and the big bucks still keep rolling in

Robert Hof — Fri, 14 Jun 2024 20:15:55 +0000

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 […]

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Jensanity! Nvidia valuation tops $3T — until regulators and naysayers weigh in

Robert Hof — Fri, 07 Jun 2024 19:53:58 +0000

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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. […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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