60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats

In episode 60 of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante discuss the significant impact of AI advancements, particularly generative AI, on the industry, referring to it as creating "AI shockwaves" that drive infrastructure changes and value creation.
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The conversation covers the future shift towards AI-powered, ARM-based PCs, emphasizing a transition from traditional x86 architecture. They delve into the ongoing battles in the middleware layer of technology, particularly with open-source platforms, and predict that new startups will emerge during this AI-driven technological cycle, driven by disruptive enablers such as open-source software.
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This Week In Enterprise:
AI dominates every tech event, but Nvidia remains the biggest winner
Artificial intelligence bubble or boom, there’s no company riding it better than Nvidia, whose earnings report this week managed to outpace sky-high forecasts thanks to its providing the most popular chips in the known universe.
AI also dominated the announcements and conversations at a raft of industry events this past week, from Dell Technologies World and IBM Think to Microsoft Build and Informatica World - and we had the news from them all, along with a lot of analysis.
If it all seems a little excessive, of course it is - there’s more than a little AI washing here - but it’s also clear that just about everything in the entire tech stack is getting reengineered with AI. So there’s some method to investors’ madness, even as they plow what seems like crazy amounts into Elon Musk’s xAI, Scale AI and even some companies you may not have heard of, such as H and DeepL. For all that, a few are falling behind - Stability AI most famously but Snowflake axed talks to buy Reka and Humane, maker of the AI Pin, is looking for a buyer.
Meanwhile, AI transparency and safety remain a work in progress, as OpenAI’s GPT4o steps in it with its Scarlett Johansson soundalike and Google new AI Overviews returns crazy answers.
Not least, a Microsoft outage hit Bing, Copilot and other services, and lasted the better part of a day.
Next week, look for earnings reports from Dell, UiPath, Nutanix, HP, Salesforce, Okta, NetApp, MongoDB, HashiCorp, Marvell, Zscaler, SentinelOne, Elastic, Box, PagerDuty and Asana.
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People mentioned in this podcast:
Jensen Huang, founder and CEO of Nvidia
Jas Tremblay, GM for data center solutions group at Broadcom
Charlie Kawwas, president of Broadcom
Crawford Del Prete, president of International Data Corporation
David Floyer, analyst emeritus at theCUBE Research
Pat Gelsinger, CEO of Intel
Paul Ortellini, former CEO of Intel
Steve Jobs, co-founder and former CEO and chairman of Apple
Jerry Sanders, co-founder and former CEO pf AMD
Lisa Su, chair and CEO of AMD
Michael Dell, chairman and CEO of Dell Technologies
Amit Walia, CEO of Informatica
Frank Slootman, chairman of the board of directors at Snowflake
Arvind Krishna, chairman and CEO of IBM
Jeff Clarke, COO and vice chairman of Dell Technologies
Dario Gil, SVP and director of research at IBM
Matt Hicks, president and CEO of Red Hat
Rob Thomas, SVP, software and CCO of IBM
Ginni Rometty, co-chairman of OneTen, former CEO of IBM
#theCUBE #theCUBEPod #theCUBEResearch #GenerativeAI #infrastructure #ThisWeekInEnterprise #OpenSource

[@johnfurrier7425]

*New era in computing to accommodate large language models & AI breakthroughs *Full platform solution *End-to-end AI data center (AI Factory) *Software - i.e. CUDA, NIMS *NVLink & NVSwitch *Ecosystem *Jensen’s Law - Bigger chips = lower cost and more revenue

[@ztech6596]

Exciting times in IT

[@nextcurve]

Love it! People don’t know math. Add statistics to that statement, David. 😂

[@onesung]

Keep in mind LULU is a fashion company. Fashion company seems to have a very short lifespan. It is a musical chair. You don't know when a company’s fashion goes out of fashion. Unless you happen to sell uber expensive products, like Louis Vuitton. Sung

[@Danie-pj4gk]

Go CSPR!!!

[@Anders01]

High profit margins for Nvidia I find a weak sign. I believe that Chinese GPUs will soon outcompete Nvidia with 10x price-performance.

[@rickpiller9285]

How soon will AI replace the influencers and talking heads? Sooner than it replaces the people who need thumbs to do their job.