47. Zuck and Hock, MWC Preview, the Battle for Enterprise AI
Channel: SiliconANGLE theCUBE
Date: 2024-02-16

On this week's edition of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante talk about Meta CEO Mark Zuckerberg's take on the Quest3 vs. the Apple VisionPro, along with the addition of Broadcom CEO Hock Tan to Meta's board.

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The duo also provides a preview of #theCUBE's upcoming live broadcast of Mobile World Congress 2024, and give the analyst perspective on the rapidly rising battle for enterprise AI domination.

Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/02/16/ai-infrastructure-hock-tan-meta-thecubepod/

This Week in Enterprise:

More money, more new models for AI, but 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 in a stunning signal of how key it is to the AI boom. And that boom is only continuing to echo across Silicon Valley and beyond, with new AI models Google, OpenAI, Cohere and Amazon. Not least, OpenAI CEO Sam Altman is now eyeing search for the company’s next target — now that should be interesting, especially to Google.

On the earnings front, it was a decidedly mixed bag, often in the same company’s report. Some enterprise software companies such as Informatica, JFrog and Pegasystems got plenty of investor love, but others such as Cisco that beat forecasts issued disappointing guidance, knocking their shares down. It may be an economic soft landing, but it’s still touching ground in some areas.

Check out theCUBE Pod, out today a day early, for analysis of some of this news and more from John Furrier and Dave Vellante. And don’t miss Vellante’s weekly Breaking Analysis, out this weekend.

Watch this space next week for Intel’s big reveals on its foundry business and its chip process technology, plus earnings from Nvidia, Palo Alto Networks, Digital Ocean and more.

Check out the full article https://siliconangle.com/2024/02/15/money-new-models-ai-weak-guidance-plagues-enterprise-earnings/

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

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

People mentioned in this podcast:
Sam Altman, co-founder and CEO of OpenAI
Hock Tan, president and CEO of Broadcom
Dave Linthicum, principal analyst at SiliconANGLE Media - theCUBE Research
Naveen Rao, VP of generative AI at Databricks
Mark Zuckerberg, CEO of Meta Platforms
Charlie Munger, vice chairman of Berkshire Hathaway
Charlie Kawwas, president at Broadcom
John Arnold, co-chair at Arnold Ventures
George Slessman, founder and CEO of cr8dl.ai
Jeff Hammerbacher, founder of Cloudera
Justin Rattner, CTO of Intel
George Carlin, late comedian
Scott Raynovich, founder and chief technology analyst at Futuriom, part of Rayno Media
Chuck Robbins, chair and CEO of Cisco
Danielle Rios Royston, founder and CEO of TelcoDR
Chris Lewis, founding director at Lewis Insight
Michael Dell, chairman and CEO of Dell Technologies
Patrick Mahomes, NFL quarterback for the Kansas City Chiefs
Christian McCaffrey, NFL running back for the San Francisco 49ers
Joe Montana, former NFL quarterback
Tom Brady, former NFL quarterback

#SiliconANGLE #theCUBE #theCUBEPod #theCUBEResearch #MWC24 #Quest3 #VisionPro #Broadcom #ThisWeekInEnterprise #CIOnews #MarketInsights #EnterpriseComputing #2024techtrends