War in Israel moves to the cybersecurity front and reality starts to hit...
It was difficult this week to focus on much more than the war in Israel, given the horrific attacks and deadly counteroffensive, but with a heavy heart, we plod ahead on reporting what’s happening in...
View ArticleAI has a global warming problem, a VC’s manifesto misses the mark — and don’t...
Generative artificial intelligence may be the next big thing, but it’s also the next big energy hog — and that’s a problem for all those data centers training and running AI models: It’s not clear how...
View ArticleGenerative AI shows up everywhere but in the earnings numbers. Supercloud 4...
For all the massive activity and excitement around generative artificial intelligence, you had to squint to see the impact on the earnings results of the big cloud and other tech companies this past...
View ArticleAI regulation arrives, SBF goes down and gen AI lifts earnings outlooks
That was quick: It’s a wrap for Sam Bankman-Fried, whose jury took only about four hours to decide he’s guilty on all counts. Now, pending an appeal, the main question is how long he’ll be behind...
View ArticleBig talk and big bucks in generative AI, but is it peaking?
The battle of the generative artificial intelligence models grew even more fierce this week, with little sign of abating. We saw new OpenAI capabilities — which in turn suggest a whole new enterprise...
View ArticleGenerative AI gets the Microsoft treatment, supercomputers get the AI...
Microsoft is now the Copilot company, Chief Executive Satya Nadella declared this week at the company’s Ignite conference, not only spreading generative AI across its products but also announcing its...
View ArticleMicrosoft hires Sam Altman and others for new AI research group – maybe! – as...
Updated with continuing uncertainty: The unprecedented drama at OpenAI continues today as 49% investor Microsoft Corp. put its big feet down and hired former Chief Executive Sam Altman and co-founder...
View ArticleOpenAI drama finally ends but proves the battle for AI supremacy remains wide...
What else mattered this week besides OpenAI? Well, plenty, but nothing to match the drama as CEO Sam Altman first gets fired, then rehired within days as nearly the entirely company revolts against...
View ArticleAmazon bolsters its cloud with generative AI as it embraces frugality
Not for the first time, this week was all about the quickening battle for leadership in artificial intelligence, especially the generative variety. That was abundantly clear at Amazon Web Services...
View ArticleGoogle finally joins the gen AI race in earnest, and now it’s really wide open
With its new AI model Gemini, Google this week cracked open the generative AI race even wider — as we said would happen following that pre-Thanksgiving OpenAI debacle. Gemini, which Alphabet and...
View ArticleGuardrails are coming for AI, and antitrust finally bites Big Tech
Even as new funding of artificial intelligence companies keeps on coming, new guardrails on the behavior of generative AI models are getting put in place as well, as we saw moves this week both by...
View ArticleAI looks inward, antitrust bites big tech again and cybersecurity battles...
News may be slowing down this week in anticipation of the holiday next week, but cyber criminals, cyber cops and antitrust hawks are not. And despite some high-profile antitrust fallout, such as Adobe...
View ArticleNo holiday for AI, chipmakers or cyber criminals
Not surprisingly, it was a pretty slow week for enterprise technology given the holidays, but there was still some significant news in artificial intelligence, chips and cybersecurity — and of course...
View ArticleHere comes OpenAI’s generative AI app store, and consolidation quickens in...
Silicon Valley returned to work slowly and reluctantly following the holidays, starting about Wednesday based on the volume of story pitches sent to me, but there was still plenty of news. Not...
View ArticleHPE bids for Juniper, layoffs surge and AI dominates CES
With the CES consumer electronics show as usual setting the news year in motion, the technology industry got busy again this week. The biggest deal, and biggest surprise, was Hewlett Packard...
View ArticleDeceptive 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,...
View ArticleDeepfakes in the wild, more big AI funding rounds, a mixed bag for earnings,...
If you thought social media was a problem for the 2016 and 2020 elections, look out: This week the political deepfakes arrived, as bad actors created videos and audio impersonating President Joe Biden...
View ArticleMeta, Amazon and Microsoft post huge earnings, but tech layoffs pile up
In the biggest set of earnings results of the new year, not every tech company outperformed, but those that did really set the pace for a better year. Meta Platforms’ stock jumped 20% on Friday after...
View ArticleAI content comes under the magnifying glass amid runaway deepfakes
Efforts to rein in artificial intelligence, especially rogue content such as deepfake video and audio, are accelerating, both from the government and AI companies themselves. No surprise there, given...
View ArticleMore money, more new models for AI, while weak guidance plagues enterprise...
This week saw even more money pouring into artificial intelligence-related companies, including some perhaps lesser-known ones such as Lambda and Together that are providing much-needed and very...
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