Devony Hof
Latest from Devony Hof
HPE accelerates quantum readiness ahead of Q-day
Enterprise tech is already preparing for “Q-day” — when quantum computing will be able to break today’s public-key cryptography. Although that date is still years away, staying ahead of the curve is a necessity if companies want to secure their infrastructure and incorporate quantum into the existing artificial intelligence and high-performance computing stack. Hewlett Packard Enterprise ...
On theCUBE Pod: RSAC raises alarms over open-source agents and KubeCon’s role changes in the wake of AI
The warning bell is sounding for cybersecurity, as machine identities flood the system faster than companies can secure their data. At the annual Nvidia GTC event, Nvidia Corp. CEO Jensen Huang introduced a series of open-source tools based on OpenClaw, an open-source AI agent. The main tool, NemoClaw, is designed to safeguard OpenClaw’s outputs, but security ...
Three insights you might have missed from theCUBE’s coverage of Nvidia GTC
Nvidia Corp. is no longer just a hardware company — it has evolved into a full-stack AI platform delivering complete AI systems. Last week’s Nvidia GTC event was a showcase for Nvidia’s numerous partnerships with Dell Technologies Inc., Adobe Inc., Vast Data Inc. and more. While the release of Vera Rubin chips shows that powerful hardware remains ...
On theCUBE Pod: Anthropic vs. Trump, the ongoing SaaSpocalypse and Dell’s winning strategy
Tech collided with politics again this week when the U.S. Defense Department threatened to cut its contracts with Anthropic. Now branded as a “woke” company by Trump, Anthropic risks ceding ground to OpenAI because CEO Dario Amodei doesn’t want the government to use AI for surveilling the population and autonomous weapons systems. If that sounds ...
FinOps and AI converge, changing how enterprises manage technology value
Once a practice centered on cloud cost optimization, FinOps is now a fundamental part of managing the value of technology — especially AI. The just-released “State of FinOps 2026 Report“ revealed that 98% of respondents now manage AI spend, while 90% manage SaaS as part of their scope. Furthermore, FinOps practitioners with executive alignment show ...
On theCUBE Pod: The memory bottleneck, AI stays frothy and the year of ROI reckoning
The artificial intelligence spending frenzy has reached such a point that a company without an actual product can raise a billion dollars — but investors are seeking a return on their investment this year. TheCUBE’s experts believe that 2026 is the year of enterprise ROI. OpenAI Group PBC just reached a $850 billion dollar valuation, and ...
On theCUBE Pod: Investors panic at AI’s impact on SaaS companies, infrastructure spend keeps rising and OpenAI considers ads for ChatGPT
Will artificial intelligence be the death of software? Investors seem to think so. This week, fears over whether or not AI is an existential threat to software-as-a-service companies were felt across the stock market. Industry experts view the stock dip as an overreaction to the natural evolution of software. “Wall Street woke up and decided ...
On theCUBE Pod: Stock market winners and losers, OpenAI’s unquenchable thirst for funds, and growing fears of an AI bubble
The AI spending frenzy shows no signs of stopping in 2026, as OpenAI, Anthropic and Nvidia continue to gobble up funds. With NYSE media week coming up, everyone is watching to see if enterprise tech’s investments will pay off. Microsoft took a hit while IBM rose up 12%, and OpenAI is looking for even more ...
On theCUBE Pod: BitGo’s IPO goes off with a bang, Jensen Huang wants more AI investments and tech takes over Davos
BitGo went public last week, with more initial public offerings expected to come from the cryptocurrency and artificial intelligence sectors. Initial trading jumped 25% over offering price for BitGo, and the stock rose over 3% on the day — a successful start for the crypto platform. It’s also a sign that crypto’s momentum isn’t slowing down ...
On theCUBE Pod: Alphabet hits $4T, Nvidia rules AI factories and retail embraces agents
The new year opened with a flurry of AI news: Google LLC parent company Alphabet Inc. hit $4 trillion in market capitalization, and Nvidia Corp. cemented its dominance in the AI factory business. Alphabet’s growth can be attributed to Google’s aggressive AI strategy. The company made a deal with Apple to use Gemini for Siri ...