72. Nvidia Antitrust Scrutiny, Is the PC Dead, Kingmaking in AI, CUBEd Awards | theCUBE Pod
New episode of theCUBE Pod, with John Furrier and Dave Vellante. This week the analysts discuss Nvidia's antitrust woes, debate the death of the PC in the era of distributed networks, kingmaking in the AI sector and details on the launch of the CUBEd Awards.
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 addition, they explore the rise of custom silicon, as companies such as Apple and Tesla develop chips to reduce costs and enhance performance. The future of personal computing is also a hot topic, with Qualcomm potentially acquiring Intel's PC business and ARM-based systems set to overtake x86 architecture.
To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/
The discussion also highlights the ongoing massive investments in AI startups. This raises concerns about the long-term viability of the “kingmaking” funding strategy.
Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/09/09/t...
This Week in Enterprise:
More big bucks for AI startups — but investors are getting restless for results
It’s no surprise that entrepreneurs with a pedigree such as Ilya Sutskever’s can raise a billion dollars, as the OpenAI co-founder did this week for his startup, SSI. And he wasn’t alone, as Nvidia and others also invested in two other startups, Sakana AI and You.com.
But investors are getting restless, as Nvidia stock also got hammered this past week and it faces antitrust challenges. AI is producing real results, but that doesn’t mean the investment side hasn’t gotten ahead of itself.
Indeed, judging from this week’s spate of earnings reports, investors are generally souring on enterprise companies, as the likes of Broadcom and HPE are getting AI boosts in revenue but there’s less certainty on how long that will last and how profitable it will be.
Amid simmering worries about the impact of AI on society, the workforce and, well, just about everything else, there’s a surge in interest in “AI for good” and safe AI. The newly launched Cosmos Institute aims to make sure humans remain in the loop. And this week governments agreed on an AI safety treaty.
Intel seems to be flailing after a disastrous quarter that may force it to divest operations and manufacturing processes that aren’t up to snuff yet. Pat Gelsinger knew he had a big job ahead of him when he took the CEO job three years ago, but his bold plans look decidedly shakier now.
It’s becoming clearer every day that Russia is using cyber warfare and social media to interfere in elections, not to mention the Ukrainian government. Those “influencers” who took the money from sources now alleged to be the Russian government are crying that they’re the victims, but tens of millions of Americans sick of this kind of propaganda artificially dividing the country would beg to differ.
Google is facing multiple antitrust cases, and though the remedies phase of the Justice Department case on its search monopoly was put off Friday until next August, others involving its ad businesses such as this one from the U.K. will also dog Google for years to come.
Next week is Oracle Cloud World, and we’ll have the news on its renewed cloud efforts, as well as its earnings report Monday. Then there’s a really busy week after that, with Dreamforce, CrowdStrike Fal.con and mWISE.
Check out the full article https://siliconangle.com/2024/09/06/b...
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
Watch the full lineup of theCUBE Pod • theCUBE Pod with John Furrier & Dave ...
People mentioned in this podcast:
Paul Graham, co-founder of seed capital firm Y Combinator
Elon Musk, CEO of Tesla
Marc Andreessen, general partner at Andreessen Horowitz
Jim Barksdale, former CEO of Netscape
Steve Jobs, co-founder and former CEO and chairman of Apple
George Gilbert, principal analyst at theCUBE Research
Rob Hof, editor-in-chief at SiliconANGLE Media
Patrick Joseph McGovern, American businessman
David Floyer, analyst emeritus at theCUBE Research
Rob Strechay, managing director and principal analyst for theCUBE Research
Hock Tan, president and CEO of Broadcom
Sanjeev Mohan, principal at SanjMo
Sarbjeet Johal, founder and CEO of Stackpane
Tony Baer, principal at dbInsight LLC
Merv Adrian, independent analyst
Michael Saylor, founder and executive chairman at MicroStrategy
Molham Aref, CEO at RelationalAI
Benoit Dageville, president of product and co-founder of Snowflake
Chris Lynch, executive chairman and CEO of Atscale
#theCUBE #theCUBEPod #theCUBEResearch #Nvidia #antitrust #AI #startups
Watch video 72. Nvidia Antitrust Scrutiny, Is the PC Dead, Kingmaking in AI, CUBEd Awards | theCUBE Pod online without registration, duration hours minute second in high quality. This video was added by user SiliconANGLE theCUBE 06 September 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 4,492 once and liked it 87 people.