35. AI Cloud Collision, Investor Uncertainty, Supercloud 5

On this week's edition of theCUBE Pod, John Furrier and Dave Vellante talk about the hypersacaler earnings, investor uncertainty around AI and the exciting announcement of Supercloud 5! The conversation delves into the rapid growth of the cloud market, with AWS, Azure, GCP and Alibaba Cloud all experiencing significant expansion.

New episodes every Friday!
https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

Furrier and Vellante emphasize the role of AI in boosting cloud growth and how Microsoft's AI initiatives put them in the lead. The discussion also touches on the importance of data protection, the emergence of "model gardens" and the potential for specialized AI models.

Check out the current episode https://siliconangle.com/2023/10/30/on-thecube-pod-diving-into-earnings-and-thoughts-on-why-the-ai-race-is-too-early-to-call-thecubepod/

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Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
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For daily news for CIOs, check out our parent publication at https://siliconangle.com/

People mentioned in this podcast:
Rob Strechay, analyst at SiliconANGLE Media
Andy Jassy, president and CEO of Amazon
Adam Selipsky, CEO of AWS
Clayton Christensen, Harvard professor and author
Satya Nadella, chairman and CEO of Microsoft
Dave Donatelli, CEO of Riverbed Technology
Joe Tucci, chairman and co-founder at Big Growth Partners
Ori Goshen, co-founder and co-CEO of AI21 Labs
Steve Jobs, co-founder and former CEO and chairman of Apple
Elon Musk, CEO of Tesla
Mark Zuckerberg, CEO of Meta Platforms
Andy Pernsteiner, CTO of VAST Data
Bratin Saha, VP and GM of AI and machine learning at AWS
Howie Xu, SVP of engineering and AI/ML at Palo Alto Networks
Randy Seidl, founder of Sales Community
Lisa Martin, owner and principal at LuccaZara and host of theCUBE
Savannah Peterson, founder and chief unicorn at Savvy Millennial and host of theCUBE
Adrian Cockcroft, tech adviser

Видео 35. AI Cloud Collision, Investor Uncertainty, Supercloud 5 канала SiliconANGLE theCUBE