AI content comes under the magnifying glass amid runaway deepfakes
Efforts to rein in artificial intelligence, especially rogue content such as deepfake video and audio, are accelerating, both from the government and AI companies themselves. No surprise there, given that one guy got fooled into paying scammers who deepfaked his company’s executives $25 million. Yikes.
On a more positive note, somewhat, enterprise tech companies such as Arm, Confluent, Cloudflare and a raft of cybersecurity companies turned in pretty good to great earnings. But given cautious outlooks issued by some, investors are getting choosier.
And no wonder. Weaveworks, a once promising cloud-native software container management startup, actually closed down after failed acquisition attempts. You have to wonder if more aren’t coming. Meanwhile, layoffs continued from the likes of Pure Storage, DocuSign and Snap.
This and other news will be discussed in John Furrier’s and Dave Vellante’s weekly podcast theCUBE Pod, available now on YouTube. And don’t miss Vellante’s weekly Breaking Analysis, out this weekend, a deep look at Intel’s chip foundry strategy.
Here’s a sampling of this week’s news:
The race to identify AI-generated content
And why it’s critical:
Special report: AI’s Next Frontier: Data
Making smart use of the vast amount of data needed for successful artificial intelligence is an enormous undertaking that requires new software, architectures and hardware, which we’re exploring in our latest special report, AI’s Next Frontier: Data. Stories in coming weeks will dig into the opportunities and challenges of the AI onslaught, with a special lens on the paramount role of data in business transformation.
This will also be the focus of Supercloud 6, an editorial event coming soon from SiliconANGLE, theCUBE and theCUBE Research. We’ll gather a community of artificial intelligence and data executives, experts, technologists, investors and thought leaders to explore how data will drive the continued advance of AI into the enterprise and everyday life. Check back soon for the date.
First up this week: Paul Gillin’s deep dive into a key obstacle for the proliferation of AI: AI hallucinations: The 3% problem no one can fix slows the AI juggernaut
And a guest column from Gartner’s Ramke Ramakrishnan: Advancing data architecture for generative AI
In other AI news
Seriously, trillions? Grady Booch notes that “if you need $7 trillion to build the chips and the energy demand equivalent of the consumption of the United Kingdom, then – with a high level of confidence – I can assure you that you have the wrong architecture”: Report: OpenAI CEO Sam Altman seeking up to $7T for chip venture
Look out UiPath? The Information says OpenAI is beginning to build “agent” software to automate complex work tasks by taking over devices.
New danger alert: You’ve heard of shadow IT, the unsanctioned use of applications by departments? How about shadow AI? New ‘AI Governance’ solution from Securiti aims to streamline AI model compliance
Earnings upside (mostly) for enterprise tech companies
Earnings: Lots of enterprise tech companies beat forecasts but some remain cautious, and so do investors for the most part (unless there’s AI magic dust):
Wow. But should Arm really have a higher multiple than Nvidia? Arm’s stock gains more than 25% on strong earnings beat and bullish guidance
In other enterprise and cloud news
This one could be the canary in the enterprise software coal mine, to paraphrase Runtime’s Tom Krazit: Kubernetes automation startup Weaveworks shuts down
Cohesity and Veritas’ data protection business to merge into $7B company And Zeus Kerravala’s analysis, noting significant challenges: Looking at both sides of Cohesity’s acquisition of Veritas’ data protection unit
Zeus Kerravala says data processing units are critical for the AI era: Stop using servers to do things they’re not good at: How DPUs can change the data game
Strong team led by Pivotal Labs founder Rob Mee: Mechanical Orchard raises $24M to help companies ditch their mainframes for the cloud
Alibaba Cloud posts modest growth, mostly thanks to other Alibaba business units (from The Register)
Business is looking up — mostly: Cybersecurity firms Check Point, Fortinet and Tenable impress investors with strong results
Elsewhere around tech
Snap lets go 10% of workforce following return to revenue growth And no wonder — the quarter’s results and outlook were awful, a stark contrast to Facebook results last week: Snap shares plunge over 30% on revenue miss and weak guidance
Grammarly laid off 230 people, close to a quarter of its staff, in a restructuring.
In other tech news
Comings and goings
Gil Schwed is exiting as CEO of Check Point Software to become executive chairman. No word on a replacement yet.
Cloud security firm Wiz hired former Zscaler Chief Operating Officer Dali Rajic as president and COO.
Cloudflare named former Alteryx CEO Mark Anderson president of revenue.
Fintech Plaid hired Jen Taylor, most recently as Cloudflare’s chief product officer, as its first president.
Freshworks names former Zoom exec Abe Smith as chief of global field operations
Autodesk co-founder John Walker died Feb. 2.
More earnings next week:
Monday, Feb. 12: Teradata, Qualys, Arista Networks
Tuesday, Feb. 13: GlobalFoundries, Datadog, Pegasystems, Akamai, Robinhood, Lyft
Wednesday, Feb. 14: Cisco, JFrog, Informatica, Twilio
Thursday, Feb. 15: Appian, Applied Materials, Dropbox
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