John Furrier and Dave Vellante talk about the biggest news from IBM Think on the latest episode of theCUBE Pod.AI play_arrow

    On theCUBE Pod: IBM Think goes AI first and Musk buries the hatchet with Anthropic

    IBM Think saw Big Blue grab its place in the artificial intelligence spotlight. In a week full of notable, and surprising, AI news, IBM Think saw CEO Arvind Krishna emphasize AI as the operating model of the future while positioning IBM’s platform as a control plane for AI and quantum ...

    BY DEVONY HOF - 50 MINS AGO

    AI

    On theCUBE Pod: IBM Think goes AI first and Musk buries the hatchet with Anthropic

    BY DEVONY HOF - 50 MINS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      INFRA

      Nvidia, AI factories and the transition to accelerated computing

      The market is trying to price a transition it hasn’t fully internalized. It sees Nvidia Corp.’s market cap with a five-handle and assumes the valuation is too high to grow further. We believe that’s the wrong mental model and it underestimates the market potential. Though the shift underway resembles the ...

      BREAKING ANALYSIS BY DAVID VELLANTE AND DAVID FLOYER - 23 HOURS AGO

      INFRA

      Nvidia, AI factories and the transition to accelerated computing

      BREAKING ANALYSIS BY DAVID VELLANTE AND DAVID FLOYER - 23 HOURS AGO

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