Robert Hof, Author at SiliconANGLE

AI

Nvidia comes through again, as AI dominates Microsoft Ignite and SC24

By Robert Hof Nov 22, 2024

The king of artificial intelligence came through. Despite sky-high expectations, Nvidia Wednesday managed to outdo earnings expectations as it nearly doubled revenue from a year ago and more than doubled its profit. Investors more…

AI

AI agents are on the march, but will they justify the endless big spending on AI?

By Robert Hof Nov 15, 2024

Agentic artificial intelligence, the notion of AI agents that can semiautonomously conduct a series of tasks without much human involvement, gained even more momentum this week, as OpenAI said its Operator agent is coming in…

AI

Is generative AI hitting a ceiling? Maybe, but investors don’t care

By Robert Hof Nov 8, 2024

Of course the presidential election looms over everything, and I’ll just say one thing: Any executives or investors counting on President-elect Donald Trump keeping the vast majority of promises he has made are not as…

AI

AI drives a cloud resurgence, but it’s costing a lot

By Robert Hof Nov 1, 2024

Generative artificial intelligence is driving a resurgence in cloud spending, as earnings results from Amazon Web Services and Google this week both saw upside from forecasts. Even Microsoft’s disappointing Azure revenue forecasts came from not having enough infrastructure…

AI

AI model madness vs. AI model skeptics

By Robert Hof Oct 25, 2024

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…

Infra

Data centers try to cool it as AI explodes, and Big Tech goes nuclear

By Robert Hof Oct 18, 2024

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…

AI

AMD doubles down on AI, Google faces possible breakup and ‘causal AI’ is coming

By Robert Hof Oct 11, 2024

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…

AI

OpenAI sets a VC fundraising record — but can it fulfill the promise?

By Robert Hof Oct 4, 2024

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…

AI

OpenAI’s talent exodus: Sam Altman says everything’s fine and superintelligence is on the way!

By Robert Hof Sep 27, 2024

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…

AI

AI boosts nuclear power, Salesforce bets on agents, and the remote-work era winds down

By Robert Hof Sep 20, 2024

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…

Robert Hof

Nvidia comes through again, as AI dominates Microsoft Ignite and SC24

AI agents are on the march, but will they justify the endless big spending on AI?

Is generative AI hitting a ceiling? Maybe, but investors don’t care

AI drives a cloud resurgence, but it’s costing a lot

AI model madness vs. AI model skeptics

Data centers try to cool it as AI explodes, and Big Tech goes nuclear

AMD doubles down on AI, Google faces possible breakup and ‘causal AI’ is coming

OpenAI sets a VC fundraising record — but can it fulfill the promise?

OpenAI’s talent exodus: Sam Altman says everything’s fine and superintelligence is on the way!

AI boosts nuclear power, Salesforce bets on agents, and the remote-work era winds down

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