Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
2024 was Nvidia’s year. In 2025, will it keep the AI juggernaut going?
Enterprise tech folks seemed to take a break this week, with relatively light news, even though 2025 at large unfortunately started with literal bangs. You can get the main news this week with the headlines below, so I won’t go into detail this time. Besides, what happened this week will pale in comparison to what ...
THIS WEEK IN ENTERPRISE
OpenAI hits some potholes, as Chinese AI models get more interesting
THIS WEEK IN ENTERPRISE
Databricks raises a cool $10B as the boom in AI models rages on
The bottomless pit of funding for all things artificial intelligence remains… bottomless. Case in point: This week Databricks raised more money than God. That’s going to be one monster IPO next year (maybe) if the economy holds up. Meanwhile, Perplexity raised $500 million for its AI search and immediately bought AI startup Carbon. And continuing ...
THIS WEEK IN ENTERPRISE
Google lands big AI punches with new agent initiatives
Google has been very busy, making a flurry of announcements this week that placed it credibly near the top in the artificial intelligence race. It made a good one-two-three AI punch with new Gemini models, a new AI agent platform and the general availability of its Trillium chips and cloud instances. That’s after announcing a quantum ...
THIS WEEK IN ENTERPRISE
Andy Jassy returns to AWS re:Invent as Amazon beefs up its AI chops
Amazon Web Services’ re:Invent conference in Las Vegas dominated the news this week, as the cloud giant debuted credible new artificial intelligence models dubbed Nova, new Trainium AI chips and cloud instances, and numerous new additions to its Bedrock and Sagemaker AI application platforms. Although a lot of new services are still in preview, all in ...
THIS WEEK IN ENTERPRISE
All eyes on Amazon Web Services ahead of an AI-heavy re:Invent
It’s time to get ready for Amazon Web Services’ re:Invent conference, starting Monday in Las Vegas — the biggest cloud computing conference of the year. To prepare, check out our new Special Report: AI and the Cloud, with exclusive features, interviews and analysis, and all the important news starting next week. We take a deep ...
THIS WEEK IN ENTERPRISE
Nvidia comes through again, as AI dominates Microsoft Ignite and SC24
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 or less liked what CEO Jensen Huang (pictured) told them about the future too, as they bid up the stock almost ...
THIS WEEK IN ENTERPRISE
AI agents are on the march, but will they justify the endless big spending on AI?
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 January. David Linthicum tells us what else is coming in agentic AI, though it’s also worth pointing out that it’s mostly talk ...
THIS WEEK IN ENTERPRISE
Is generative AI hitting a ceiling? Maybe, but investors don’t care
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 smart as they think they are. Maybe they just want their taxes and regulations cut, and they may well get those. ...
THIS WEEK IN ENTERPRISE
AI drives a cloud resurgence, but it’s costing a lot
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 to support more business, a factor Amazon CEO Andy Jassy also mentioned — and excessive demand isn’t a bad problem to ...









