Robert Hof

Robert Hof is editor in chief of SiliconANGLE. Email: robhof@siliconangle.com

Latest from Robert Hof

THIS WEEK IN ENTERPRISE

Mark Benioff pitches Salesforce’s agentic dreams as AI factories boom

Salesforce tripled down on AI agents at Dreamforce this week, but it’s still not clear despite CEO Marc Benioff’s insistence that his own company is benefiting massively from them that most enterprises are ready for large-scale deployment. That’s going to require many things, but one big one is to ensure the resilience of their data. ...
THIS WEEK IN ENTERPRISE

AI embraces and extends enterprise software as funding keeps pouring in – but is all this a bubble?

Artificial intelligence is changing the world of software even faster than its many proponents predicted. This week we saw several big moves by major companies to leverage AI to transform — let’s call it embrace and extend, as one software giant used to put it — the $900 billion enterprise software market. First up was ...
THIS WEEK IN ENTERPRISE

OpenAI battles Anthropic for model supremacy, AI chips stay hot, and California passes landmark AI safety bill

It’s funny how many tech leaders want government to get out of their way, until, oh right, they need government services to keep things running smoothly. The government shutdown could have big impacts throughout tech, from cybersecurity to artificial intelligence. Anthropic and OpenAI continue to battle tooth and nail with new AI models. Ain’t competition ...
THIS WEEK IN ENTERPRISE

OpenAI keeps raising big and spending big, Oracle gets two new CEOs, and Trump cracks down on H1-B visas

That’s a crazy-seeming investment of $100 billion by Nvidia into OpenAI, its customer, but it’s in stages and you gotta put all that GPU money somewhere, so I guess, why not your customers? Well, reasons, but enterprise use of artificial intelligence sure isn’t slowing down yet, so AI startups aren’t slowing down either. Indeed, OpenAI ...
THIS WEEK IN ENTERPRISE

Nvidia joins the Intel bailout, Meta pitches AI smart glasses, and CrowdStrike aims for ‘security AGI’

In a seminal announcement for the chip industry, Nvidia made a $5 billion investment in Intel Thursday. The plan for today’s and yesterday’s tech stars is to create joint CPU-GPU chips for both data centers and personal computers that combine Nvidia’s graphics processing units with Intel’s x86 central processing units, along with Nvidia’s fast NVLink ...

At CrowdStrike Fal.con, CEO George Kurtz says AI can help it become the top cybersecurity platform

Cybersecurity is already the No. 1 challenge facing most enterprises, and now artificial intelligence is providing both potent new tools to battle attackers and making it easier for those attackers as well. CrowdStrike Holdings Inc. is aiming to leverage AI to give enterprises and their security operations centers more and better services so they can stay ...
THIS WEEK IN ENTERPRISE

The AI infrastructure scramble, Oracle’s OpenAI bonanza, and the return of IPOs

With its latest earnings — more accurately, its almost unbelievable cloud backlog — Oracle suddenly catapulted itself into the top ranks of hyperscaler cloud providers. One big reason for that backlog: a stunning $300 billion deal to provide OpenAI with compute in that Project Stargate deal over the next five years. As a result of ...
THIS WEEK IN ENTERPRISE

Google dodges one antitrust bullet, Anthropic keeps the AI boom going, AI winners and losers

The money gusher for marquee AI companies (and others) kept, well, gushing this week, led by Anthropic raising $13 billion at a $183 valuation. Mistral reportedly is raising at a $14 billion valuation, and OpenAI bought Statsig for $1.1 billion. That’s in addition to big rounds by AI agent startup Sierra, AI search hopeful You.com, AI inference software ...
THIS WEEK IN ENTERPRISE

The AI boom didn’t quite save Nvidia earnings, but enterprise software cashed in

In the most-watched tech event this week, Nvidia came up (a bit) short on earnings, but it still offered a pretty darn good growth projections. Thing is, they didn’t include any possible sales to China, which don’t seem out of the question at some point. No surprise that investors mostly gave it a pass, the ...
THIS WEEK IN ENTERPRISE

Investors worry about an AI bubble, but the money keeps flowing

Are we finally reaching peak AI? Always hard to say, but investors are worried: U.S. tech stocks slid after Altman warned of a bubble, an MIT study raised doubts about how much AI is actually producing returns, and Meta was reportedly looking at cutting some AI spending, or at least freezing hiring for now. (Though it apparently ...