Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
Intel pitches ‘systems foundry for the AI era,’ but Nvidia steals its thunder
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 ...
THIS WEEK IN ENTERPRISE
More money, more new models for AI, while weak guidance plagues enterprise earnings
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 ...
THIS WEEK IN ENTERPRISE
AI content comes under the magnifying glass amid runaway deepfakes
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 ...
THIS WEEK IN ENTERPRISE
Meta, Amazon and Microsoft post huge earnings, but tech layoffs pile up
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 ...
THIS WEEK IN ENTERPRISE
Deepfakes in the wild, more big AI funding rounds, a mixed bag for earnings, and more layoffs
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. ...
THIS WEEK IN ENTERPRISE
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 ...
THIS WEEK IN ENTERPRISE
HPE bids for Juniper, layoffs surge and AI dominates CES
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 ...
THIS WEEK IN ENTERPRISE
Here comes OpenAI’s generative AI app store, and consolidation quickens in cybersecurity
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 ...
THIS WEEK IN ENTERPRISE
No holiday for AI, chipmakers or cyber criminals
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 ...
THIS WEEK IN ENTERPRISE
AI looks inward, antitrust bites big tech again and cybersecurity battles intensify
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 ...