44. Getting AI ROI, Broadcom's Game Plan & IT Infra Futures

theCUBE Podcast

On this week's edition of theCUBE Pod, John Furrier & Dave Vellante talk about enterprises possibily gaining a return on AI investments and Broadcom's 2024 game plan amidst its VMware assimilation. They also talk about their plans to attend various events, including the 11th annual IPO Summit in New York and the growing importance of AI in 2024, its impact on technology trends, IT spending and the changing landscape of the industry.
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In addition, they mention the significance of AI deployment and AI literacy, as well as the role of companies like Broadcom in providing solutions for AI infrastructure. The conversation also touches on the history of IT transitions and the challenges and opportunities presented by AI.
Check out the current episode of theCUBE Pod https://siliconangle.com/2024/01/22/thecube-pod-2024-year-ai-roi-broadcoms-next-moves-thecubepod/
THIS WEEK IN ENTERPRISE TECH:
Deceptive AIs, Busy Trustbusters and Apple’s Pricey Big Bet
To their credit, artificial intelligence companies and researchers are looking more deeply at the unintended consequences of generative AI.
This week, Anthropic showed how AI can be taught to deceive, though it didn’t offer a solution to that alarming possibility. OpenAI did announce tools to reduce the potential for AI to produce election-influencing misinformation, though it’s not clear why they will be any more successful than Meta Platforms efforts to rein in the problems with social media.
At the same time, investors continue to pour more money into the market and companies keep pushing ahead — including toward the Holy Grail of artificial general intelligence — as OpenAI and Meta and others aim to get to human-level AI, for better or worse.
Meantime, the tech industry as a whole seems to be in a holding pattern, as some companies such as Google continue to lay off workers in the face of what they view as macroeconomic uncertainty. But by most accounts, the economy is surprisingly steady and even improving on metrics such as inflation and, of course, the stock market, and new consumer confidence numbers back up the better vibes.
Gartner even anticipates surprisingly strong growth this year, though as theCUBE Research analyst Dave Vellante will note in his weekly Breaking Analysis this weekend, a cautious outlook remains before sentiment improves for the second half of the year.
Antitrust continues to be a trend into the new year, as Apple ran into a buzzsaw over its Watch and Amazon’s acquisition of iRobot looks all but dead. But Apple is moving on, and today you can finally pre-order its Vision Pro “spatial computing” headset if you have a few thousand bucks to spare.
Read the full breakdown on the latest in tech https://siliconangle.com/2024/01/19/deceptive-ais-busy-trustbusters-apples-pricey-big-bet/
To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
People mentioned in this podcast:
Julie Sweet, CEO of Accenture
Alan Cohen, general partner at DCVC
Meg Whitman, former president and CEO of HPE, U.S. Ambassador to Kenya
Andy Jassy, president and CEO of Amazon
Pat Gelsinger, CEO of Intel
Kumar Sreekanti, venture partner at Atlantic Bridge Services
Sanjay Poonen, president and CEO of Cohesity
Hock Tan, president and CEO of Broadcom
Steve Jobs, co-founder and former CEO and chairman of Apple
Michael Dell, chairman and CEO of Dell Technologies
Howie Xu, SVP of engineering and AI/ML at Palo Alto Networks
Brett Hannath, CMO of Intel