53. AWS' AI Blueprint, Microsoft Security Fail, Intel Foundry Bleeding
Channel: SiliconANGLE theCUBE
Date: 2024-04-05

In episode 53 of theCUBE Podcast, theCUBE Research analysts John Furrier and Dave Vellante dive into the latest trends in technology, focusing on cloud, AI, open source and data. Reflecting on a successful first year, they discuss the growing audience of elite enterprise technologists and their dedication to providing insightful content each week.

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They recount recent networking events where industry leaders shared their insights, including discussions on AI infrastructure and the importance of deep tech in the financial sector. Addressing security concerns, they analyze the recent Microsoft breach and its implications, while also exploring the evolving landscape of AI models and the challenges facing chip manufacturers such as Intel.

To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/

Looking ahead, they preview upcoming events such as Google Cloud Next and an exclusive party at the RSA Conference, showcasing the podcast's commitment to staying at the forefront of technological advancements. Additionally, they announce their presence at the New York Stock Exchange's reporter's desk, highlighting theCUBE's role in covering industry events and engaging with key players in the tech community.

Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/04/08/aws-matt-wood-john-furrier-dave-vellante-thecubepod/

This Week in Enterprise:

Critics assail the many downsides of AI, but will they have any impact?

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 uses AI to target people for bombing in Gaza to Anthropic researchers finding it’s possible to “jailbreak” AI models to do bad stuff. Still, that’s not slowing things down, as OpenAI continued to offer new models and services and the likes of Hailo and SiMa.AI got big funding for their AI chips.

Layoffs also continued this week from Amazon Web Services and even Apple as they cut once-hyped projects, though Apple may have a new bet on robots. And venture capital hit a five-year low. But there were glimmers of hope that the VC and startup ecosystem could see a revival as Rubrik filed to go public.

Watch for our coverage of Google Cloud Next starting Tuesday morning in Las Vegas, where we’ll be onsite and perhaps find out if reports that Alphabet is looking at buying Hubspot for a stunning $35 billion pan out.

Check out the full article https://siliconangle.com/2024/04/05/critics-assail-many-downsides-ai-will-impact/

For daily news for CIOs, check out our parent publication at https://siliconangle.com/

Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

People mentioned in this podcast:
Heather Fitzsimmons, founder and CEO of Mindshare PR
Sujata Banerjee, director and head for VMware Research Group at Broadcom
Ihab Tarazi, SVP and CTO of Dell Technologies
Nima Badiey, strategic AI enterprise partnerships leader at Nvidia
George Tchaparian, CEO of Open Compute Project Foundation
Ray Wang, principal analyst, founder and chairman of Constellation Research
Matt Wood, VP of AI products at AWS
Mary Meeker, venture capitalist
John Levinson, former Goldman Sachs VP
A.M. (Toni) Sacconaghi, Jr., managing director and senior research analyst for US IT hardware and electric vehicles at Bernstein Research
Aaron Rakers, CFA, managing director and technology analyst at Wells Fargo Se
Doug Henschen, VP and principal analyst at Constellation Research
Andy Thurai, VP and principal analyst at Constellation Research
Charles Fitzgerald, consultative strategist and investor
Charlie Bell, EVP for security at Microsoft
Don Bacon, United States congressman
R. Nicholas Burns, ambassador of the United States to the People's Republic of China
Dion Hinchcliffe, VP and principal analyst at Constellation Research
Alex Heath, deputy editor at The Verge
Andy Jassy, president and CEO of Amazon
George Kurian, CEO of NetApp
Jyoti Bansal, CEO and co-founder of Harness
Diego Dugatkin, CPO of Box
Bobby Allen, cloud therapist at Google
Chris D'Agostino, global field CTO of Databricks
Gabe Monroy, VP of developer experience at Google Cloud
Mark Lohmeyer, VP/GM for compute and AI/ML infrastructure at Google Cloud

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