51. Reactions to Nvidia GTC24, Broadcom's Investor Day and AI Factories
Channel: SiliconANGLE theCUBE
Date: 2024-03-21

In episode 51 of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante discuss the whirlwind week in the tech industry, highlighting key events such as Supercloud 6, Nvidia's GTC conference and KubeCon in Paris.

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

They emphasize Nvidia's groundbreaking performance and cultural impact, as well as insights from Broadcom's Investor Day on custom silicon and packaging techniques. The conversation delves into the transformative shift towards AI systems, with particular focus on Dell's AI Factory initiative and the significance of custom silicon for hyperscalers such as Meta and Google.

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

Through engaging anecdotes and industry analysis, the hosts underscore the evolving landscape of distributed computing and the competitive dynamics shaping the market, providing valuable insights into the future of technology.

Read more https://siliconangle.com/2024/03/22/nvidia-gtc24-blackwell-podcast-thecubepod/

This Week in Enterprise:

At GTC, Nvidia’s Jensen Huang kicks off the next era of artificial intelligence

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 Huang (pictured) had to move his signature keynote to the nearby sports and concert venue SAP Center. The expo hall was gridlocked even by the third day and one session, Huang’s fireside chat with seven of the eight authors of a seminal 2017 paper that launched generative AI into the tech mainstream, had to be capped at 1,800 people. Not least, Huang himself emerged as a major tech star, followed around for selfies by attendees and even, embarrassingly, some journalists.

Much more on that below, but that wasn’t even the only AI news, as new models from Apple, Elon Musk’s x.AI and more were released and new funding rounds continued for startups — even as earlier startups such as Inflection AI and Stability AI look to be struggling.

Meantime, it’s possible the initial public offering window is opening. Intel-backed Astera Labs and the social media site Reddit both saw their stock pop in their IPOs.

Not least, the Department of Justice’s hammer came down on Apple as it sued the iPhone maker on antitrust grounds.

Check out the full article https://siliconangle.com/2024/03/22/gtc-nvidias-jensen-huang-kicks-off-next-era-artificial-intelligence/

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:
Jensen Huang, founder and CEO of Nvidia
Bill Gates, co-founder of Microsoft
Andy Jassy, president and CEO of Amazon
Michael Dell, chairman and CEO of Dell Technologies
Larry Ellison, chairman of the board and CTO of Oracle
James Hamilton, SVP and distinguished engineer at Amazon
Hock Tan, president and CEO of Broadcom
Charlie Kawwas, president at Broadcom
Jas Tremblay, GM for data center solutions group at Broadcom
Frank Ostojic, SVP and GM at Broadcom
Arvind Krishna, chairman and CEO of IBM
Louis V. Gerstner Jr., former CEO of IBM
Samuel J. Palmisano, former CEO of IBM
Ginni Rometty, co-chairman of OneTen, former CEO of IBM
Rob Thomas, SVP of software and CCO of IBM
Dario Gil, SVP and director of research at IBM
Pat Gelsinger, CEO of Intel
Joe Biden, 46th president of the United States
Lina Khan, chair of the Federal Trade Commission
Rob Strechay, managing director and principal analyst at theCUBE Research
Savannah Peterson, founder and chief unicorn at Savvy Millennial and host of theCUBE
Dustin Kirkland, experienced engineer, product manager, executive and advisor

#theCUBE #theCUBEPod #theCUBEResearch #Supercloud6 #NvidiaGTC #KubeCon #AI