Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
AI model madness vs. AI model skeptics
New artificial intelligence models keep arriving every day — make that several times a day now, judging from the list below — and you have to wonder if customers can keep up. What do you bet your company on, when an even shinier new one arrives by lunchtime? Moreover, doubts remain about whether the current ...
THIS WEEK IN ENTERPRISE
Data centers try to cool it as AI explodes, and Big Tech goes nuclear
What a turnaround for nuclear power — and it’s all thanks to artificial intelligence. This week two more Big Tech companies bet on nukes as Google and Amazon joined the party Microsoft started a few weeks ago. All that training of AI models takes a lot of power. And that’s despite, or because of, the fact that AI models are ...
THIS WEEK IN ENTERPRISE
AMD doubles down on AI, Google faces possible breakup and ‘causal AI’ is coming
Concerns are mounting over when and how all this investment in artificial intelligence will pay off — even at AI leader OpenAI, which reportedly predicts it will lose $14 billion in 2026 on $100 billion in revenue and won’t make a profit until 2030. Still, the money keeps pouring into AI companies, from $250 million ...
THIS WEEK IN ENTERPRISE
OpenAI sets a VC fundraising record — but can it fulfill the promise?
If OpenAI could just monetize all the ink that gets spilled on the company, perhaps it could justify raising such a crazy amount of money this week. And get this: The $6.6 billion round, at a (gulp) $157 billion valuation, the biggest VC round ever, won’t even be enough to relieve CEO Sam Altman from having to ...
THIS WEEK IN ENTERPRISE
OpenAI’s talent exodus: Sam Altman says everything’s fine and superintelligence is on the way!
This week brought yet another big shakeup at OpenAI, as Chief Technology Officer Mira Murati and others quit. But CEO Sam Altman seems to be cementing his control. And Chief Financial Officer Sarah Friar said in a memo that OpenAI’s oversubscribed (no, really?) funding at a $150 billion valuation is set to close next week. ...
THIS WEEK IN ENTERPRISE
AI boosts nuclear power, Salesforce bets on agents, and the remote-work era winds down
Artificial intelligence infrastructure is taking really big bucks now to build out, as BlackRock and Microsoft joined this week to invest up to $100 billion in AI data centers and power projects. And that’s not all: Microsoft also teamed up with Constellation Energy to restart the Three Mile Island nuclear power plant to fuel its demand ...
THIS WEEK IN ENTERPRISE
AI bears fruit: Apple slowly infuses AI into iPhones, OpenAI debuts first Strawberry models
This was the week that Apple finally infused artificial intelligence into its new iPhones, Watches and AirPods, though some of features won’t be coming for a bit and overall, the AI stuff seemed a little underwhelming. The medical features such as AirPods’ ability to serve as FDA-grade hearing aids and sleep apnea detection, though, look great. ...
THIS WEEK IN ENTERPRISE
More big bucks for AI startups — but investors are getting restless for results
It’s no surprise that entrepreneurs with a pedigree like Ilya Sutskever’s can raise a billion dollars, as the OpenAI co-founder did this week for his startup, SSI. And he wasn’t alone, as Nvidia and others also invested in two other startups, Sakana AI and You.com. But investors are getting restless, as Nvidia stock also got hammered this past ...
THIS WEEK IN ENTERPRISE
The AI economy keeps cruising, so Nvidia will be fine — but rivals loom
All eyes were on Nvidia’s earnings report this week as a proxy for the artificial intelligence economy, and even for the graphics chip giant, it was too much to live up to. Nvidia earnings disappointed, but really, how could they not? Most of the news was actually quite good, as growth looks to continue for ...
THIS WEEK IN ENTERPRISE
Beyond OpenAI: The rise of not-too-large language models
A flurry of new artificial intelligence models this week illustrated what’s coming next in AI: smaller language models targeted at vertical industries and functions. Both Nvidia and Microsoft debuted smaller large language models too. Also supporting the notion of more customized models — call them VLMs — OpenAI made its GPT-4o fine-tuning generally available. As ...