Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
It’s still frothy in AI, but memory chips now loom as a big bottleneck
You know AI is still pretty frothy when a company with no product or even publicly stated plans for one gets a billion dollars from the likes of Sequoia and maybe Nvidia, Alphabet and Microsoft. But that’s what Ineffable Intelligence just did. Fei-Fei Li also just raised a billion dollars for her World Labs, though ...
THIS WEEK IN ENTERPRISE
Anthropic and Databricks raise billions more. Next stop: IPOs?
Investors are still looking askance at both software-as-a-service and traditional companies that might get disintermediated by AI as well as the AI companies and cloud providers that are spending all that money, wondering if they’ll get the return they’re hoping for. But not to worry too much: Dave Vellante and John Furrier each dug into how ...
THIS WEEK IN ENTERPRISE
AI torches software stocks, even as investors fret about all that AI factory spending
Investors think AI is going to kill or at least maim software-as-a-service companies, and a lot more. That seems a tad early, frankly, even if AI could slow SaaS’ growth story — which is why the likes of ServiceNow, Salesforce and even Palantir have seen their stocks hammered. As Dare Obasanjo, a former longtime Microsoft software engineer, put ...
THIS WEEK IN ENTERPRISE
Musk mulls a megacorp as AI dealmaking shifts into overdrive
AI dealmaking hit overdrive this week, and it looks like it could stay in high gear for a long time to come. For one, there’s Elon’s potential megacorp, which surely will have X somewhere in the name — maybe three Xs! By various reports, he’s looking at combining xAI, which owns X, the former Twitter, ...
THIS WEEK IN ENTERPRISE
BitGo kicks off what could be a huge year for IPOs
THIS WEEK IN ENTERPRISE
AI lifts Alphabet to $4T valuation, but competition remains fierce
Google parent company Alphabet hit the $4 trillion mark this week, second only to Nvidia in market capitalization, and no wonder. It kept showing off its newfound AI prowess, as Apple will use Gemini in the background for Siri, and Google released a new personalization tool for Gemini as well as a new protocol for ...
THIS WEEK IN ENTERPRISE
AI, robotics and Nvidia’s CEO dominate the conversation at CES
Not surprisingly, artificial intelligence dominated the announcements and conversation at CES, as Nvidia announced new AI models and Nvidia, Intel, Advanced Micro Devices, Qualcomm and others debuted new chips focused on AI. In particular, robotics took center stage, especially in the always much-anticipated keynote from Nvidia CEO Jensen Huang (pictured), who wore his fancy shiny ...
THIS WEEK IN ENTERPRISE
China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play
It was another light week for new as 2026 kicks off — let’s wish for a Happy New Year! — but once again there was plenty of artificial intelligence news, especially on the dealmaking front. China’s AI boom only seems to be accelerating, not least of which a string of initial public offerings of stock ...
THIS WEEK IN ENTERPRISE
Place your bets for 2026’s big AI winners: Nvidia, OpenAI or Google?
It was a light holiday week, but AI never sleeps. I’m going to leave it short and sweet, since you all have better things to do today, just a few bullet points on the big enterprise and emerging tech news: * As AI reshapes the web, search engine optimization’s heyday for advertisers is starting to ...
THIS WEEK IN ENTERPRISE
Investors can’t get enough of OpenAI and Databricks — Oracle, not so much
The artificial intelligence money scramble continues all the way into the end of the year, as OpenAI may raise $10 billion from Amazon, perhaps part of as much as $100 billion from a range of investors, at a valuation of $750 billion. And Databricks is doing a $4 billion Series L round — first time ...









