Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
BitGo kicks off what could be a huge year for IPOs
THIS WEEK IN ENTERPRISE
AI lifts Alphabet to $4T valuation, but competition remains fierce
Google parent company Alphabet hit the $4 trillion mark this week, second only to Nvidia in market capitalization, and no wonder. It kept showing off its newfound AI prowess, as Apple will use Gemini in the background for Siri, and Google released a new personalization tool for Gemini as well as a new protocol for ...
THIS WEEK IN ENTERPRISE
AI, robotics and Nvidia’s CEO dominate the conversation at CES
Not surprisingly, artificial intelligence dominated the announcements and conversation at CES, as Nvidia announced new AI models and Nvidia, Intel, Advanced Micro Devices, Qualcomm and others debuted new chips focused on AI. In particular, robotics took center stage, especially in the always much-anticipated keynote from Nvidia CEO Jensen Huang (pictured), who wore his fancy shiny ...
THIS WEEK IN ENTERPRISE
China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play
It was another light week for new as 2026 kicks off — let’s wish for a Happy New Year! — but once again there was plenty of artificial intelligence news, especially on the dealmaking front. China’s AI boom only seems to be accelerating, not least of which a string of initial public offerings of stock ...
THIS WEEK IN ENTERPRISE
Place your bets for 2026’s big AI winners: Nvidia, OpenAI or Google?
It was a light holiday week, but AI never sleeps. I’m going to leave it short and sweet, since you all have better things to do today, just a few bullet points on the big enterprise and emerging tech news: * As AI reshapes the web, search engine optimization’s heyday for advertisers is starting to ...
THIS WEEK IN ENTERPRISE
Investors can’t get enough of OpenAI and Databricks — Oracle, not so much
The artificial intelligence money scramble continues all the way into the end of the year, as OpenAI may raise $10 billion from Amazon, perhaps part of as much as $100 billion from a range of investors, at a valuation of $750 billion. And Databricks is doing a $4 billion Series L round — first time ...
THIS WEEK IN ENTERPRISE
Disney does a dubious deal with OpenAI, even as trust in AI wanes
THIS WEEK IN ENTERPRISE
At re:Invent, AWS strikes back in AI with new chips, models — and a story
THIS WEEK IN ENTERPRISE
Uh-oh, accounting concerns circle the AI boom
As investors start to care about returns from all the spending on artificial intelligence, accounting is becoming a big topic of concern. In his Breaking Analysis this week, Dave Vellante makes the case that GPUs have plenty of legs, quelling most concerns that lengthening depreciation times are a red flag. That said, Meta is particularly, ...
THIS WEEK IN ENTERPRISE
AI wars: Microsoft pitches the agent superstore, Google models ace tests and OpenAI looks over its shoulder
Those were sighs of relief you heard from investors after Nvidia reported better-than-expected earnings, putting off for awhile longer worries about an AI bubble. But they quickly turned into sighs of resignation. Nvidia’s stock ended up declining 3% on Thursday as enthusiasm for richly valued tech stocks wore thin, even for the wealthiest of them ...









