AI
AI
AI
Andy Jassy returns to AWS re:Invent as Amazon beefs up its AI chops
Amazon Web Services’ re:Invent conference in Las Vegas dominated the news this week, as the cloud giant debuted credible new artificial intelligence models dubbed Nova, new Trainium AI chips and cloud instances, and numerous new additions to its Bedrock and Sagemaker AI application platforms.
Although a lot of new services are still in preview, all in all, AWS — viewed as behind AI leaders such as Google and Microsoft with OpenAI — looks to be closing the gap quickly.
And if anyone doubted its AI resolve, Amazon CEO Andy Jassy (pictured) was the one to introduce the Nova models, signaling in no uncertain terms that Amazon intends to be among the major players in AI. John Furrier and Dave Vellante nabbed an exclusive interview on theCUBE: Do. Not. Miss. It.
Is Intel heading for oblivion? Sure seems like it after CEO Pat Gelsinger “retired” (read: was canned) as the board realized his chip foundry ambitions weren’t going to work as planned, and investors have bailed. It’s hard to put too much blame on Gelsinger, who inherited a disaster from a board that dithered for decades with a series of ineffective CEOs who lost Intel’s edge. It’s not clear what happens next, but the future for the chipmaking pioneer doesn’t look good — and by extension the U.S.’s attempt to rebuild its domestic chip manufacturing base doesn’t look good either.
Enterprise software and hardware companies logged pretty good quarters overall, including Salesforce, Hewlett Packard Enterprise, Pure Storage and chipmaker Marvell. So did UiPath, but investors weren’t as impressed.
Bitcoin passed $100,000 on confidence in Trump, who likes crypto no doubt because he has his own crypto scheme. And he just appointed his donor David Sacks to be some kind of AI and crypto czar. I’m sure this will end well.
Veeam raised a huge $2 billion round ahead of an initial public offering, raising its valuation to $15 billion.
Next week, earnings are due from Oracle, MongoDB, C3 AI, Adobe and Broadcom.
There’s more on this and other news on this week’s episode of John’s and Dave’s podcast theCUBE Pod, out now on YouTube, and look for Dave’s weekly deep dive Breaking Analysis this weekend.
Here’s all the news and analysis this week from SiliconANGLE and beyond:
AI and data: Call it re:AInvent
The big AI and data news, analysis and interviews from AWS re:Invent
John Furrier and Dave Vellante scored a coup with an interview with Amazon’s CEO, a longtime fixture on theCUBE at re:Invent: Exclusive: Amazon CEO Andy Jassy reveals AWS’ strategy for building the enterprise AI platform
And check out Dave’s analysis on theCUBE Research of Jassy’s portion of the marquee keynote: Reinventing AI: highlights from Andy Jassy’s re:Invent keynote
Here’s Zeus Kerravala’s wrap on Garman’s keynote: Nine notable innovations from AWS CEO Matt Garman’s re:Invent keynote
Dave Brown talks Trainium2: AWS’ secret weapon for generative AI leadership
And for more stories and AWS executive interviews as well as all the news and analysis from re:Invent, check out our Special Report: AI and the Cloud, including pre-re:Invent interviews from the previous week.
Fast-moving and disruptive: Top AWS technologist outlines vision for AI’s enterprise future
AWS looks to dominate AI and cloud infrastructure services: TheCUBE Research weighs in
Hybrid cloud computing, gen AI driving next wave of enterprise transformation
Amazon introduces Nova family of multimodal AI foundation models And Simon Willison says they look pretty damn good.
AWS transforms Amazon SageMaker into a single platform for AI and data analytics
Amazon Bedrock gets better safeguards and the ability to orchestrate multiple AI agents
AWS details Project Rainier AI compute cluster with hundreds of thousands of chips
AWS upgrades Amazon Connect with new generative AI features
AWS enhances Q Developer AI assistant to reduce tedium, accelerate work
Amazon Q unlocks new generative AI capabilities for business users
Amazon SageMaker HyperPod cooks up recipes and flexible training plans to accelerate AI development
Amazon Bedrock’s new marketplace kicks off with more than 100 AI models
Exploring Databricks’ vision for an AI-driven data intelligence future
How AWS drives practical AI adoption through enterprise collaboration
AWS details materials science collaboration with Orbital Materials
Nvidia and AWS team up to accelerate AI deployments in the cloud
New Relic integrates with Amazon Q Business AI assistant to make observability understandable
PagerDuty teams up with AWS to enhance incident management with generative AI integrations
AI and DevOps: Transforming incident management in the age of complexity
Poolside brings its powerful generative AI coding models to Amazon
JPMorgan leverages scalable AI for enhanced risk management and operational innovation
Breaking cloud barriers: Changing multicloud strategies redefining the future of computing
AWS boosts cybersecurity efforts with updates to Security Lake
New physical AWS Data Transfer Terminals let you upload to the cloud faster
In other AI news
OpenAI debuts ChatGPT Pro plan with reasoning-optimized o1 pro mode LLM
OpenAI to host 12-day product announcement series with new reasoning model, Sora expected
Elon Musk’s xAI raises $6B to scale up GPU infrastructure
Meta releases efficiency-optimized Llama 3.3 70B large language model
Google DeepMind’s latest AI models: super-accurate weather forecasting and playable 3D worlds
MLCommons releases new AILuminate benchmark for measuring AI model safety
SurePath AI launches Discovery service to enhance enterprise generative AI oversight
Elon Musk tries to block OpenAI’s for-profit transition in latest legal tussle
Sumo Logic brings generative AI to DevSecOps observability
Google expands Vertex AI with video generator AI model Veo
Couchbase introduces Capella AI services for AI agent design and deployment
Enterpret raises $20.8M to interpret customer feedback everywhere with AI models
Who is David Mayer? ChatGPT faces scrutiny over censorship of public figures
There’s even more AI and big data news on SiliconANGLE
Around the enterprise: Re:Inventing infra
The big enterprise news of the week: Intel CEO Pat Gelsinger retires amid foundry, growth challenges
Intel’s CEO-shortlist candidates include former board member Lip-Bu Tan, sources say (per Reuters)
More from re:Invent in infrastructure and enterprise
AWS unveils next-gen Trainium3 custom AI chips and cloud Trainium2 instances
AWS expands Amazon S3 with features to support Apache Iceberg and metadata management
AWS introduces Amazon Aurora DSQL and DynamoDB enhancements for multi-region workloads
Oracle database on AWS cloud enters limited preview
Red Hat expands AWS alliance with additional Ansible and OpenShift offerings
SurrealDB’s Surreal Cloud debuts on AWS S3 for scalable multimodel DBaaS
In other news
Meta to invest $10 billion in Louisiana AI data center
AI data center builder Nebius raises $700M in funding
AI chip startup Tenstorrent raises $693M, deepening rivalry with Nvidia
CDW strengthens cloud offerings through Mission Cloud acquisition
Cloud software firm ServiceTitan seeks to raise up to $502M in initial public offering
Education software startup Element451 raises $175M in funding
Tractian nabs $120M to reduce industrial equipment downtime
Report: Apple will ship custom 5G modem chip with the 2025 iPhone SE
Biden administration hits out at China’s chip industry with export controls
Arista redefines the network stack
Microsoft faces £1B UK lawsuit over software licensing fees
Broadcom introduces 3.5D XDSiP chip packaging for data center processors
Earnings
Salesforce reports mixed third-quarter results, but stock jumps on upbeat forecast
Shares of Pure Storage jump on impressive earnings beat and strong guidance
Marvell tops quarterly expectations thanks to strong ASIC, interconnect demand
Rising AI server demand drives another strong earnings and revenue beat for HPE
Shares of UiPath sink despite solid earnings and revenue beat
Synopsys shares decline as fiscal 2025 outlook falls below analyst expectations
Box beats Q3 estimates, issues in-line Q4 guidance
Couchbase shares tumble nearly 12% as guidance disappoints
SaaS providers Asana, Smartsheet, Docusign and Domo issue quarterly earnings, with varied results
IoT cloud platform provider Samsara sees revenue growth, shares slide on guidance
We have more news on cloud, infrastructure and apps
Cyber beat: Veeam cashes in
And some re:Invent news here too:
AWS expands cybersecurity portfolio with AWS Security Incident Response
Rubrik expands cybersecurity and AI solutions with new AWS and Amazon Bedrock capabilities
Balbix expands cybersecurity offerings with three AI-powered tools on AWS Marketplace
New services, and a warning
US urges use of encrypted messaging apps following Salt Typhoon hack
Vaultree open-sources its technology for computation on encrypted data
Skyhawk Security introduces interactive cloud threat detection for enhanced zero-trust security
New Thales solution integrates Imperva technologies to enhance data risk management
Sweet Security introduces unified Cloud Native Detection and Response platform
Bitdefender enhances GravityZone XDR with new sensor for SaaS application security
Money matters
$2B secondary funding gives Veeam $15B valuation on path to IPO
Cloud security firm Upwind nabs $100M funding at $900M valuation
SentinelOne shares fall 13% as loss expands despite revenue beat
Okta shares surge over 15% on strong revenue and earnings beats
Rubrik shares soar 18% on strong earnings results and upbeat outlook
Zscaler’s in-line revenue guidance underwhelms investors and shares fall
Threat detection startup Tuskira launches with $28.5M from investors including Intel
System Two Security raises $7M to automate detection engineering with AI
Elsewhere in tech
Trump nominates Gail Slater to lead antitrust at DOJ and crypto backer Paul Atkins for head of SEC
Waymo’s driverless taxis are coming to Miami
And check out more news on emerging tech, blockchain and crypto and policy
Comings and goings
GitLab co-founder and CEO Sid Sijbrandij steps down, Bill Staples named as his replacement
Intel appointed former ASML CEO Eric Meurice and Microchip Technology Chairman and interim CEO Steve Sanghi to its board.
OpenAI is hiring Kate Rouch from Coinbase as its first chief marketing officer.
Alteryx appointed a new CEO: former UserTesting CEO Andy MacMillan.
Freshworks appointed former RingCentral Chief Product Officer Srinivasan Raghavan its new CPO.
Ingram Micro to lay off 850 employees in restructuring move;
Former Palo Alto Networks execs Sergej Epp and Shanta Kohli joined Sysdig as chief information security officer and chief marketing officer, respectively.
Blockchain data platform Chainalysis named co-founder and Chief Strategy Officer Jonathan Levin CEO, replacing co-founder Michael Gronager.
Digital commerce firm commercetools appointed Matt Tuel chief operating officer.
What’s next
Earnings
Monday, Dec. 9: Oracle, MongoDB and C3 AI
Wednesday, Dec. 11: Adobe
Thursday, Dec. 12: Broadcom
Photo: Robert Hof/SiliconANGLE
A message from John Furrier, co-founder of SiliconANGLE:
Your vote of support is important to us and it helps us keep the content FREE.
One click below supports our mission to provide free, deep, and relevant content.
Join our community on YouTube
Join the community that includes more than 15,000 #CubeAlumni experts, including Amazon.com CEO Andy Jassy, Dell Technologies founder and CEO Michael Dell, Intel CEO Pat Gelsinger, and many more luminaries and experts.
THANK YOU
