74. Intel (sort of) Spins Foundry, Benioff's Agentic Version, Mandiant and CrowdStrike Updates

In this week's episode of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante discuss Intel's latest developments with its Foundry, recap Salesforce Dreamforce with Marc Benioff's version of agentic AI and drill into the cybersecurity sector with updates from theCUBE's live analysis at Google Cloud's Mandiant mWISE conference and CrowdStrike Fal.con 2024.
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Meanwhile, Amazon's Andy Jassy announced a full return to office policy, reinforcing the company's collaborative culture. In addition, generative AI continues to reshape the enterprise landscape, with Nvidia leading the charge and companies such as Salesforce and Snowflake creating scalable AI-driven applications.
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This Week in Enterprise:
AI boosts nuclear power, Salesforce bets on agents, and the remote-work era winds down
Artificial intelligence infrastructure is taking really big bucks now to build out, as BlackRock and Microsoft joined this week to invest up to $100 billion in AI data centers and power projects.
Meanwhile, at its annual Dreamforce conference in San Francisco, Salesforce doubled down on AI, in particular betting big on agents, potentially the future of enterprise computing. We’ve reached the hype stage for agentic AI for sure, but the longer-term path does seem pretty clear.
As it aims to keep the ship from sinking, Intel will spin off its foundry business. But it’s apparently keeping its majority share of Mobileye. Chief Executive Pat Gelsinger will need to do some financial engineering he may have learned from former boss Michael Dell -and more downsizing - to avoid capsizing. Indeed, apparently Qualcomm recently approached Intel on a possible acquisition (!).
Amazon.com Chief Executive Andy Jassy brought the hammer down on remote work this week. Will it really improve things? No doubt having people around in the same place regularly is a good thing, but it seems like maybe there’s a bigger problem higher up in the organization if chaining people to a desk is seen as a solution for lagging innovation.
The upshot from our coverage of current cybersecurity trends from Google’s mWISE and CrowdStrike’s Fal.con conferences this past week is a bit of unusually positive news when it comes to security: AI is helping the good guys so far more than the bad guys.
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People mentioned in this podcast:
Kevin Mandia, CEO of Mandiant, a Google company
Andy Jassy, president and CEO of Amazon
Charles Fitzgerald, consultative strategist and investor
Larry Ellison, chairman of the board and CTO of Oracle
Pat Gelsinger, CEO of Intel
Ben Bajarin, principal analyst and CEO of Creative Strategies
Steve Jobs, co-founder and former CEO and chairman of Apple
Alan Shugart, American engineer and entrepreneur
Lina Khan, chair of the FTC
Marc Benioff, chair and CEO of Salesforce
Charles Phillips, former president of Oracle
George Gilbert, senior analyst at theCUBE Research
George Kurtz, CEO of CrowdStrike
Jensen Huang, founder and CEO of Nvidia
Satya Nadella, chairman and CEO of Microsoft
Bill Belichick, former NFL coach of the New England Patriots
Bill Parcells, former NFL coach
Adam Meyers, SVP for intelligence at CrowdStrike
Scott Hebner, principal analyst of AI at SiliconANGLE and theCUBE
Randall Hunt, VP of cloud strategy and innovation at Caylent
Jackie McGuire, senior security strategist at Cribl
Sanjeev Mohan, principal at SanjMo
Sarbjeet Johal, founder and CEO of Stackpane
Zeus Kerravala, founder and principal analyst at ZK Research
Tony Baer, principal at dbInsight LLC
Jo Peterson, VP for cloud and security services at Clarify360
Howie Xu, chief AI and innovation officer at Gen
Bob O'Donnell, president, founder and chief analyst at TECHnalysis Research
Merv Adrian, independent analyst
Betty Junod, CMO of Heroku by Salesforce
Adrian Cockcroft, tech adviser
Merritt Baer, CISO of Reco
Savannah Peterson, founder and chief unicorn at Savvy Millennial and principal analyst at theCUBE Research
David Floyer, analyst emeritus at theCUBE Research
Rob Hof, editor-in-chief at SiliconANGLE
Brian J. Baumann, director of capital markets at NYSE
Trinity Chavez, lead anchor at NYSE
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[@SarbjeetJohal]

What a week! Great coverage, gentlemen! BTW, what stops Qualcomm from investing in Intel Foundry, a subsidiary of Intel now?

[@herambthuse5460]

Suggest to keep Intel behind now. It will help if we speak more on AI new bees. New companies doing some phenomenal work in AI , instead of Intel. A suggestion.