57. Is Nvidia Cisco or Google? AI vs Internet Bubble, RSAC Preview

On this week’s edition of theCUBE Pod, theCUBE Research analyst John Furrier and Dave Vellante talk about Nvidia's evolution, the AI bubble vs the internet bubble, and give a preview on RSA Conference 2024. First up, Vellante shares insights on Nvidia's position in the market, sparking a debate on whether it's more akin to Cisco or Google.
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The conversation also explores the current landscape of AI investments, the role of cloud providers in cybersecurity and the dynamics of the cryptocurrency market. Additionally, they highlight the growing importance of AI in cybersecurity, recent developments in network security startups and the evolving strategies of cloud players such as Oracle.
Read more about the current episode of theCUBE Pod siliconangle.com/2024/05/06/n...
This Week in Enterprise:
Enterprise tech leaders profit from the picks-and-shovels era of AI - but investors want even more
Another spate of earnings this week proved once again that artificial intelligence is driving a lot of upsides among enterprise technology providers.
Amazon, Qualcomm, Super Micro and others saw earnings improve as companies continue to invest at least in experimenting broadly with generative AI models. But others such as Advanced Micro Devices, and even AI server provider Super Micro, disappointed investors for not providing even higher guidance for coming quarters. Only in this time of AI frenzy is Super Micro’s 200% revenue gain not enough.
AI investment doesn’t seem to be slowing down, though. CoreWeave raised even more money at a breathtaking valuation, but what would you expect for a company that is kind of the pure-play AI cloud? And MongoDB doubled down this week with a spate of generative AI announcements.
Meantime, technology to reduce hallucinations and other generative AI model issues is now a venture and market opportunity and an industry priority as it becomes more of a target of regulators and media.
And in a bit of a head-scratcher, a National Labor Relations Board judge found Andy Jassy guilty of breaking labor law with what seemed like a pretty mild statement about unions.
Next week, an explosion of cybersecurity news is coming as the RSA Conference approaches, starting Monday. We’ve already started our special coverage section that will run through and after the event. And earnings reports are coming from GlobalFoundries, Uber and Lyft, Palantir, Datadog, JFrog, Dropbox and more.
Check out the full article siliconangle.com/2024/05/03/e...
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People mentioned in this podcast:
Jim Cramer, TV personality and author
Jeff Bezos, chairman of Amazon
Jensen Huang, founder and CEO of Nvidia
Adam Selipsky, CEO of AWS
Edward J. Zander, former CEO of Motorolla Mobility and former COO of Sun Microsystems
Peter W. Bell, co-founder, president and CEO of Storage Networks
Sanjeev Mohan, principal at SanjMo
Carl Olofson, VP at IDC
Holger Mueller, VP and principal analyst at Constellation Research
David Floyer, analyst emeritus at theCUBE Research
Elizabeth Mynatt, dean at Northeastern University
George Kurtz, CEO of CrowdStrike
Larry Ellison, chairman of the board and CTO of Oracle
Dev Ittycheria, CEO of MongoDB
Charlie Kawwas, president of Broadcom
#theCUBE #theCUBEPod #theCUBEResearch #Nvidia #AI #RSAC #cybersecurity

[@jedidiah-dalendandani582]

Interesting points raised😮

[@paulmtor7324]

Nvidia is Nvidia

[@Sonder2030]

Yes, Nvidia is the next Nvidia

[@user-ng1nq8co6f]

NVDIA and TSMC = FIRE