It’s time to prepare for Amazon Internet Providers’ re:Invent convention, beginning Monday in Las Vegas — the most important cloud computing convention of the 12 months.
To arrange, take a look at our new Special Report: AI and the Cloud, with unique options, interviews and evaluation, and all of the essential information beginning subsequent week. We take a deep dive into AWS’ Annapurna Labs chip operation, and likewise analyze the prospects for AI’s hottest new thing: agents, in addition to the appreciable challenges to their roll-out.
As well as, theCUBE Analysis analyst John Furrier interviewed prime AWS executives forward of re:Invent, together with AI and knowledge chief Swami Sivasubramanian, enterprise options head Colleen Aubrey, developer expertise VP Deepak Singh, and Dilip Kumar, head of Q for Enterprise.
We’ll have all of the information subsequent week from re:Invent keynotes and interviews, together with evaluation from theCUBE Analysis and interviews on theCUBE.
In different information this previous week, huge cash continued to roll into cybersecurity as Halcyon raised $100 milion and N-able acquired Adlumin for $266 million.
TheCUBE Analysis Chief Analyst Dave Vellante assessed his 2024 predictions. ChatGPT gave him an A-, however he gave himself a B.
This week noticed a combined bag of earnings experiences forward of the Thanksgiving vacation, however some important steering disappointments from Dell, HP, CrowdStrike and Workday weighed on shares. Meantime, Pony AI’s IPO disappointed as nicely.
Plenty of earnings experiences are coming subsequent week too, amongst them Hewlett Packard Enterprise, UiPath, Salesforce and Zscaler.
Right here’s the information evaluation this week from SiliconANGLE and past:
AI and knowledge: All AIs on AWS at re:Invent
Try our latest particular report on the intersection of cloud and AI, forward of AWS’ annual re:Invent convention Dec. 2-6 in Las Vegas. As at nearly each tech convention as of late, AI would be the star. We’ll have all of the information from re:Invent, plus unique interviews from theCUBE and evaluation from theCUBE Analysis.
Special Report: AI and the Cloud
First up is our deep dive into Annapurna Labs, Amazon’s accelerator chip operation in Austin, Texas: Amazon’s secretive AI weapon: An exclusive look inside AWS’ Annapurna Labs chip operation
We took a deep dive into the guarantees and perils of agentic AI, which can be a major subject at re:Invent — and nearly each tech convention after that: Safety and reliability concerns temper agentic AI mania And a more in-depth have a look at the challenges beneath the hype: AI agents are practical. Reliability is another matter
John Furrier additionally interviewed the exec driving AWS into enterprise functions: Colleen Aubrey: Leading AWS’ bold path into enterprise solutions in addition to VP of AI and Information Swami Sivasubramanian: Inside the AI revolution: Swami Sivasubramanian on generative AI, agentic systems and AWS’ vision. He additionally interviewed Deepak Singh, VP of Subsequent Technology Developer Expertise at AWS: Revolutionizing software development: Deepak Singh on gen AI, AWS Q Developer and the future of coding and Q chief Dilip Kumar on the approaching golden age of enterprise productiveness: Transforming how business works: Dilip Kumar on Q for Business, gen AI and AWS’ vision for productivity
Furrier can have extra posts on his unique interviews with AWS execs forward of re:Invent, specifically Sunday night with AWS CEO Matt Garman.
Value a learn
Dave Vellante did fairly nicely on his 2024 predictions, lots of which not surprisingly concerned AI: Breaking Analysis: Grading our 2024 enterprise technology predictions
A typically provocative submit from Gary Marcus asks if generative AI scaling is hitting a wall: A new AI scaling law shell game?
Some good recommendation on AI prompting from Ethan Mollick: Getting started with AI: Good enough prompting
New fashions and companies
IBM brings its most powerful Granite AI models to Amazon’s cloud
Anthropic open-sources protocol for connecting AI models to datasets and tools
Amazon reportedly develops new multimodal language model
Report: xAI developing new consumer chatbot and AI model
Nvidia’s new music generation model Fugatto creates ‘never before heard sounds’
Ritual and FLock.io collaborate on decentralized AI model development
Luma AI updates Dream Machine with new Photon image generation model and more
Artists briefly leak access to OpenAI’s Sora video generator
Perplexity mulls stepping into {hardware}
Ai2 releases new language fashions aggressive with Meta’s Llama
Cash issues
Inflection AI acquires automation startups BoostKPI and Jelled.ai
AI-driven protein discovery platform Cradle raises $73M
Eon raises another $70M at $1.4B valuation for its cloud backup platform
New startup named /dev/agents led by Ex-Google, Meta tech leaders raises $56M for AI agents
AI voice startup PlayAI raises $21M to power a new generation of more humanlike AI agents
Pyramid Analytics secures $50M in financing from BlackRock
There’s extra AI and big data information on SiliconANGLE
Across the enterprise: Muted outlooks tank enterprise shares
Coverage
Canada’s Competition Bureau seeks to force Google to divest ad tech tools in antitrust suit
Cash issues
Dell’s stock falls on weak guidance, as more customers hold off for next-gen AI servers
HP’s stock sinks on lower guidance, despite optimism in the PC market
Strong renewals propel Nutanix past Wall Street estimates
Workday’s guidance falls just short of analysts’ expectations, stock gets hammered
Regardless of threat of cuts, Intel secures up to $7.86B in CHIPS Act funding for fab projects
Software testing provider Tricentis raises $1.33B at $4.5B valuation
Operating margin concerns push Autodesk stock down 9% after strong earnings results
PagerDuty exceeds forecasts with strong revenue growth and customer expansion
Zoom struggles to grow beyond a crawl and its stock dips
Wherobots raises $21.5M to expand Spatial Intelligence Cloud platform
Cloud management platform Emma raises $17M to scale infrastructure with demand
Developer tooling startup Tempest launches with $3.2M in funding
New product and companies
Multicloud GPU compute-as-a-service startup Kinesis Network goes fully serverless
Akhetonics nabs €6M to build a general-purpose optical processor
We have now extra information on cloud, infrastructure and apps
Cyber beat: Large offers preserve rolling
Assault & response
Ransomware attack on Panasonic’s Blue Yonder disrupts supply chains in UK and US
Aqua Security uncovers massive denial-of-service campaign targeting 35M devices
Knostic research unveils timing-based vulnerabilities in large language models
Netcraft highlights growing role of AI models in Black Friday fake store scams
Cash issues
N-able acquires cybersecurity provider Adlumin in $266M deal
Halcyon nabs $100M to block ransomware with capsule neural networks
CrowdStrike shares fall 5% after fourth-quarter outlook misses expectations
Extra cybersecurity news here
Elsewhere in tech: A disappointing IPO
Pony AI raises $413M in Nasdaq IPO as shares close below initial listing price
European Commission flags Bluesky for breaching transparency rules
X claims ownership of all X accounts in battle for The Onion to acquire Alex Jones’ Infowars
TikTok to block beauty filters over mental health concerns among the young
Australian Senate bill means under 16s will be banned from using social media
Varjo launches Teleport, allowing users to capture any scene in VR with an iPhone
And take a look at extra information on emerging tech, blockchain and crypto and policy
Comings and goings
Samsung Electronics appoints co-CEO in management shuffle targeted on chip divisions, shares drop
What’s subsequent
Occasions
Dec. 2-6: AWS re:Invent, Las Vegas and digital. All fingers on deck for information from SiliconANGLE, the place I and others can be in attendance, in addition to theCUBE and analysts from theCUBE Analysis. They could must rename it re:AInvent.
Earnings
Dec. 2: Zscaler
Dec. 3: Salesforce, Pure Storage, Field, Couchbase, Marvell and Okta
Dec. 4: Synopsys and SentinelOne
Dec. 5: HPE, UiPath, Rubrik, GitLab, Asana, Smartsheet, HashiCorp and Docusign
Photograph: Robert Hof/SiliconANGLE
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