No holiday for AI, chipmakers or cyber criminals
Not surprisingly, it was a pretty slow week for enterprise technology given the holidays, but there was still some significant news in artificial intelligence, chips and cybersecurity — and of course it’s that time of year for predictions, which we started rolling out this week, with more in coming weeks.
Here’s a sampling of the most significant news in this last week of the year. And don’t miss Vellante’s weekly deep-dive Breaking Analysis this weekend, when he will assess how his 2023 predictions fared.
Meanwhile, we wish you all a Happy New Year for enterprise tech! 🥂
Prediction season
A brief look at 2023, and ahead to 2024, before Dave Vellante presents his detailed predictions in January: On theCUBE Pod: Wrapping up 2023 with a look back and predictions on the year to come
And Dave did a more detailed analysis of his 2023 predictions, earning a B+ overall: Grading our 2023 enterprise technology predictions
David Strom weighs in on what’s coming on the cybersecurity front: Here are the major security threats and trends for 2024 – and how to deal with them
Scott Likens at PwC offers a look at what’s coming next and what enterprises should focus on first: Innovation for tomorrow: The essential eight technologies set to propel business success in 2024
And a look back at who said what, from Mark Albertson: They said it in 2023: From one reporter’s notebook, memorable quotes from SiliconANGLE’s coverage
No holiday for AI
Anthropic clearly aims to become the chief independent foil to OpenAI, or at least that’s what its backers are counting on: Generative AI startup Anthropic reportedly on track to deliver $850M in annual revenue
And the big bucks for AI keep coming: Defense startup Shield AI raises $300M at $2.8B valuation
It’s hard to believe AI companies didn’t think this was coming, except that Silicon Valley always shoots first and asks questions later, but this could prove to be expensive: New York Times sues Microsoft, OpenAI over AI training copyright infringement On the other hand, the case isn’t necessarily that strong, and Mike Masnick at Techdirt makes a good case that it’s silly. Still, it seems likely to create a mess that AI companies would prefer to pay to avoid.
We shouldn’t forget China is making big progress in AI: Baidu discloses its ChatGPT rival now has 100M+ users Even if it’s not getting the latest Nvidia GPUs: Nvidia launches scaled-down version of its latest gaming GPU in China
And from the WSJ, a worrisome of China’s intentions with AI: China Is Stealing AI Secrets to Turbocharge Spying, U.S. Says
Is this the friendly face of AI in 2024? Meet LG’s new ‘AI agent’
Microsoft releases free Copilot app for Android
GitHub Copilot Chat launches into general availability
Report: Microsoft developing AI-optimized Surface Pro and Surface Laptop
Apple quietly launched an open-source multimodal LLM called Ferret
Danish researchers create an LLM that will predict when someone might die with 78% accuracy
Around the enterprise and cloud
Chip investment continues to intensify, but not necessarily because of the U.S. Chips Act, which has been slow to dispense the big bucks:
Intel receives $3.2B grant from Israel’s government to build $25B chip fab
Report: Samsung to delay production at new U.S. chip fab until 2025
South Korea’s chipmaking industry sparks back into life, as shipments and production increase
Toshiba to expand power management chip production with $175M investment
A close look at an enterprise cloud migration by Paul Gillin: Business services giant realizes outsized cost savings by moving to the cloud
Samsung partners with Red Hat to verify key data center scalability tech
Iris Software receives private equity investment at £3.15B valuation
Microsoft to implement new feature to reinstall Windows without deleting any files or apps
SoftBank’s shares jump as it gains $7.6 billion stock payout from T-Mobile
Antitrust and policy
Apple banned from selling Watch Series 9 and Watch Ultra 2 in the US
Google to settle privacy lawsuit over Chrome’s incognito mode
Emerging tech roundup
MicroStrategy’s stock gains more than 350% in 2023 as it increases its exposure to bitcoin
Judge rules that Terraform Labs Luna and Mir tokens are securities
Apple reportedly expects to ship 500,000 Vision Pro headsets in 2024
Cyber criminals never sleep
Operation Triangulation: Previously unknown feature in iPhones exploited for spyware
GTA V source code allegedly leaked in a tribute to jailed Lapsus$ hacker
New Chameleon Android malware variant emerges with fingerprint lock bypass capability
Microsoft disables vulnerable Windows component following malware campaigns
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