Robert Hof

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

Latest from Robert Hof

Uh-oh, accounting concerns circle the AI boom

AI By ROBERT HOF10 MONTHS AGO

As investors start to care about returns from all the spending on artificial intelligence, accounting is becoming a big topic of concern. In his Breaking Analysis this week, Dave Vellante makes the case that GPUs have plenty of legs, quelling most concerns …

AI wars: Microsoft pitches the agent superstore, Google models ace tests and OpenAI looks over its shoulder

AI By ROBERT HOF10 MONTHS AGO

Those were sighs of relief you heard from investors after Nvidia reported better-than-expected earnings, putting off for awhile longer worries about an AI bubble. But they quickly turned into sighs of resignation. Nvidia’s stock ended up declining 3% on Thursday as enthusiasm …

Amazingly, AI companies are still short of data centers — but not money to build them

AI By ROBERT HOF10 MONTHS AGO

Data centers must be the most boring buildings in the world to look at, but it’s hard to keep our eyes off them these days. Anthropic said this week it’s going to spend $50 billion on data centers just in the U.S. …

Despite big AI infrastructure deals, investors get nervous about the payoff

AI By ROBERT HOF10 MONTHS AGO

Big artificial intelligence infrastructure deals are multiplying as everyone scrambles for compute capacity. Amazon Web Services did a $38 billion deal to provide OpenAI with compute and a $5.5 billion deal with Cipher Mining to hedge its bets, while Microsoft is spending …

Rising AI tide lifts all cloud boats, but investors get more choosy

AI By ROBERT HOF11 MONTHS AGO

Nvidia kept pressing its advantage in AI chips this week at its first Washington, D.C.-based conference, marshaling a lot of friends in support of all its technologies, from HPE and Nokia to Samsung, which is teaming up to build an AI Megafactory for chip …

For better or worse, it’s still full speed ahead for AI factories

AI By ROBERT HOF11 MONTHS AGO

Despite a rising drumbeat of worries about an AI bubble, AI clouds and factories keep growing like crazy. Just this week, Anthropic and Google announced a multibillion-dollar cloud deal, “neocloud” Crusoe raised $1.3 billion and Uniphore raised $260 million. In addition, OpenAI, Oracle …

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

AI By ROBERT HOF11 MONTHS AGO

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 …

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

AI By ROBERT HOF11 MONTHS AGO

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 …

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

AI By ROBERT HOF11 MONTHS AGO

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

AI By ROBERT HOF12 MONTHS AGO

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 …

Robert Hof

Latest from Robert Hof

Uh-oh, accounting concerns circle the AI boom

AI wars: Microsoft pitches the agent superstore, Google models ace tests and OpenAI looks over its shoulder

Amazingly, AI companies are still short of data centers — but not money to build them

Despite big AI infrastructure deals, investors get nervous about the payoff

Rising AI tide lifts all cloud boats, but investors get more choosy

For better or worse, it’s still full speed ahead for AI factories

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

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

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

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

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