Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
It’s Jensen Huang’s AI world. We just live in it.
Nvidia CEO Jensen Huang kept his company on top of the AI world this week. At the company’s annual GTC developer conference this week in San Jose, Huang (pictured here on the exhibit hall floor with throngs of admirers seeking selfies with the tech rock star) introduced a series of new graphics processing units, new ...
THIS WEEK IN ENTERPRISE
Intel gets a new CEO, investors start to doubt AI will pay off — but agents are on fire
Intel finally got a new CEO this week: Lip-Bu Tan, a former board member and longtime CEO of chipmaking software veteran Cadence Design Systems. By all accounts, he’s a capable leader, but former CEO Pat Gelsinger looked capable too. Turning around Intel is a huge undertaking, especially if, as Tan said this week, he aims to ...
THIS WEEK IN ENTERPRISE
AI agents approach peak hype, Trump goes full crypto, and the CHIPS Act hangs by a nanothread
As Microsoft CEO Satya Nadella and Salesforce CEO Marc Benioff chart out competing visions of how agentic artificial intelligence will develop, agents are gaining traction in cybersecurity, telecom and beyond. This past week, Salesforce kept pushing ahead with an agent skills marketplace and a new iteration of its Agentforce platform, while Microsoft unveiled its own ...
THIS WEEK IN ENTERPRISE
Nvidia’s fine! Besides, who else is going to power all these new AI models?
Nvidia came through on earnings this week, with little sign of slowing growth, but investors apparently didn’t like the lower gross margin and knocked shares down more than 8% Thursday. It almost counts as a win given the sky-high expectations. It was a mixed bag for other enterprise tech providers too, as whatever AI-driven boost they’re ...
THIS WEEK IN ENTERPRISE
DeepSeek didn’t deep-six AI startup funding after all
DeepSeek? Who’s that? The Chinese cheap artificial intelligence model maker was supposed to cool investor interest in money-burning AI startups, but that was hardly the case this week. If anything, the AI wars are heating up even more, with a hot new model from Elon Musk’s xAI, the launch of former OpenAI Chief Technology Officer ...
THIS WEEK IN ENTERPRISE
Elon Musk aims to remake the federal government by breaking it
This week, it was all Elon, all the time. Let’s see: Musk offers to buy OpenAI (translation: gums up the works for Sam Altman’s attempt to turn OpenAI for-profit, since OpenAI’s board Friday rejected the offer). Makes Trump look like a babysitter for Musk’s four-year-old son prop at a press conference. Tries to cement his government ...
THIS WEEK IN ENTERPRISE
As Trump and Musk scramble everything, investors cool on enterprise tech’s prospects
President Trump’s chaos and Elon Musk’s mischief with his dubious DOGE coup squad continued unabated, with far too many bizarre, racist and probably illegal actions to list here, not to mention rampant conflicts of interest and security and privacy violations. It’s affecting pretty much all of us, including enterprise and tech companies. With all the ...
THIS WEEK IN ENTERPRISE
Eek! It’s DeepSeek! Now every AI company is looking over its shoulder at this Chinese startup
Suddenly, it looks like a new world in artificial intelligence. The Chinese startup DeepSeek’s cheap new AI model tanked tech stocks broadly, and AI chipmaker Nvidia in particular, this week as the big bets on AI companies spending to the skies on data centers suddenly look bad — for good reason. But worries eased a ...
THIS WEEK IN ENTERPRISE
AI spurs an explosion in data center spending. Can it all pay off?
TikTok returned early this week after a short pause thanks to newly minted President Trump, but it was his other executive orders on AI and crypto that are likely to roil the business world. Meanwhile, Trump’s memecoins and loosening of crypto rules provide a way to funnel money to him while he’s president: corruption in broad daylight. ...
THIS WEEK IN ENTERPRISE
As AI ushers in a new era of extreme parallel computing, startup funding keeps booming
TikTok is about as far from enterprise computing as it gets, but who isn’t watching what its fate will be in coming days? The Chinese-owned social app’s future in the U.S. still hangs in the balance. It appears neither Biden nor especially Trump wants it to shut down abruptly, but the Supreme Court today upheld ...