In a special episode of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vallante broadcast from MWV24 in Barcelona. During the podcast, the duo delves into the intricate world of silicon and its relevance in technological advancement, including with AI.
New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: [ Ссылка ]
Apple Podcasts: [ Ссылка ]
YouTube: [ Ссылка ]
The discussion ranges from the evolution of clustered systems to exploring the future of cloud operations and telco economics. Furrier and Vellante talk about some of the high-profile interviews that took place at MWC24, including with Charlie Kawwas, president of Broadcom, and Rami Rahim, CEO of Juniper Networks. Other prominent interviews included Antonio Neri, president and CEO at HPE, and Michael Dell, chairman and CEO of Dell Technologies.
This Week In Enterprise:
The AI funding race continues unabated, even as challenges grow – especially for OpenAI
It was a bit of a turbulent week, as investors continued pouring money into artificial intelligence companies such as Glean even as it’s not yet apparent when the AI money gusher will arrive — assuming it will.
Just Friday, Elon Musk threw in a haymaker, suing OpenAI for — get this — trying too hard to make a profit. The SEC joined in too.
Meantime, enterprise technology earnings reports came in largely positive this week, as Dell Technologies and NetApp knocked it out of the park, while a few exceptions such as Snowflake, Elastic and Thoughtworks missed estimates and saw their shares plunge.
TheCUBE, SiliconANGLE Media’s video studio, was onsite at Mobile World Congress in Barcelona all week, interviewing the likes of Michael Dell, HPE CEO Antonio Neri and Broadcom Semiconductor Solutions Group President Charlie Kawwas, among others. MWC wasn’t just about 5G as it has been recently, not least because there isn’t really a killer app for it, SiliconANGLE CEO John Furrier says. Rather it’s all about the silicon. Check out the coverage for more on why.
To see John and Dave in action, follow theCUBE's live event coverage at [ Ссылка ]
For daily news for CIOs, check out our parent publication at [ Ссылка ]
Watch the full lineup of theCUBE Pod [ Ссылка ]
People mentioned in this podcast:
Rami Rahim, CEO of Juniper Networks
Charlie Kawwas, president at Broadcom
David Floyer, analyst emeritus at theCUBE Research
Andy Jassy, president and CEO of Amazon
Jensen Huang, founder and CEO of Nvidia
Steve Ballmer, former CEO and president of Microsoft
Frank Slootman, chairman of the board of directors at Snowflake
Sridhar Ramaswamy, CEO of Snowflake
Michael Scarpelli, CFO of Snowflake
Jim Cramer, investment pro and media personality
John Donahoe, president and CEO at Nike, former CEO at ServiceNow
Joe Tucci, chairman and co-founder at Big Growth Partners
#theCUBE #theCUBEPod #MWC24 #theCUBEResearch #SiliconANGLE #silicon #AI #telco #ThisWeekInEnterprise
