{"id":60979,"date":"2024-11-29T16:33:36","date_gmt":"2024-11-29T16:33:36","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2024\/11\/29\/all-eyes-on-amazon-web-services-ahead-of-an-ai-heavy-reinvent\/"},"modified":"2024-11-29T16:35:35","modified_gmt":"2024-11-29T16:35:35","slug":"all-eyes-on-amazon-web-services-ahead-of-an-ai-heavy-reinvent","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2024\/11\/29\/all-eyes-on-amazon-web-services-ahead-of-an-ai-heavy-reinvent\/","title":{"rendered":"All eyes on Amazon Web Services ahead of an AI-heavy re:Invent"},"content":{"rendered":"

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It\u2019s time to prepare for Amazon Internet Providers\u2019 re:Invent convention, beginning Monday in Las Vegas \u2014 the most important cloud computing convention of the 12 months.<\/span><\/p>\n

To arrange, take a look at our new <\/span>Special Report: AI and the Cloud<\/span><\/a>, with unique options, interviews and evaluation, and all of the essential information beginning subsequent week. We take a deep dive into AWS\u2019 <\/span>Annapurna Labs <\/span><\/a>chip operation, and likewise analyze the <\/span>prospects for AI\u2019s hottest new thing: agents<\/span><\/a>, in addition to the appreciable <\/span>challenges<\/span><\/a> to their roll-out.\u00a0<\/span><\/p>\n

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 <\/span>Colleen Aubrey<\/span><\/a>, developer expertise VP <\/span>Deepak Singh<\/span><\/a>, and <\/span>Dilip Kumar<\/span><\/a>, head of Q for Enterprise.<\/span><\/p>\n

We\u2019ll have all of the information subsequent week from re:Invent keynotes and interviews, together with evaluation from theCUBE Analysis and <\/span>interviews on theCUBE<\/span><\/a>.<\/span><\/p>\n

In different information this previous week, huge cash continued to roll into cybersecurity as <\/span>Halcyon raised $100 milion<\/span><\/a> and <\/span>N-able acquired Adlumin for $266 million<\/span><\/a>.<\/span><\/p>\n

TheCUBE Analysis Chief Analyst Dave Vellante <\/span>assessed his 2024 predictions<\/span><\/a>. ChatGPT gave him an A-, however he gave himself a B.<\/span><\/p>\n

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, <\/span>Pony AI\u2019s IPO disappointed<\/span><\/a> as nicely.<\/span><\/p>\n

Plenty of earnings experiences are coming subsequent week too, amongst them Hewlett Packard Enterprise, UiPath, Salesforce and Zscaler.<\/span><\/p>\n

Right here\u2019s the information evaluation this week from SiliconANGLE and past:<\/span><\/p>\n

AI and knowledge: All AIs on AWS at re:Invent<\/h3>\n

Try our latest particular report on the intersection of cloud and AI, forward of AWS\u2019 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\u2019ll have all of the information from re:Invent, plus unique interviews from theCUBE and evaluation from theCUBE Analysis.<\/span><\/i><\/p>\n

Special Report: AI and the Cloud<\/a><\/h4>\n

First up is our deep dive into Annapurna Labs, Amazon\u2019s accelerator chip operation in Austin, Texas:<\/span><\/i> Amazon\u2019s secretive AI weapon: An exclusive look inside AWS\u2019 Annapurna Labs chip operation<\/span><\/a><\/p>\n

We took a deep dive into the guarantees and perils of agentic AI, which can be a major subject at re:Invent \u2014 and nearly each tech convention after that:<\/span><\/i> Safety and reliability concerns temper agentic AI mania<\/span><\/a> And a more in-depth have a look at the challenges beneath the hype:<\/span><\/i> AI agents are practical. Reliability is another matter<\/span><\/a><\/p>\n

John Furrier additionally interviewed the exec driving AWS into enterprise functions:<\/span><\/i> Colleen Aubrey: Leading AWS\u2019 bold path into enterprise solutions<\/span><\/a> in addition to VP of AI and Information Swami Sivasubramanian<\/span><\/i>: <\/span>Inside the AI revolution: Swami Sivasubramanian on generative AI, agentic systems and AWS\u2019 vision<\/span><\/a>. He additionally interviewed Deepak Singh, VP of Subsequent Technology Developer Expertise at AWS: <\/span><\/i>Revolutionizing software development: Deepak Singh on gen AI, AWS Q Developer and the future of coding<\/span><\/a> and Q chief Dilip Kumar on the approaching golden age of enterprise productiveness:<\/span><\/i> Transforming how business works: Dilip Kumar on Q for Business, gen AI and AWS\u2019 vision for productivity<\/span><\/a><\/p>\n

Furrier can have extra posts on his unique interviews with AWS execs forward of re:Invent, specifically Sunday night with AWS CEO Matt Garman.<\/span><\/i><\/p>\n

Value a learn<\/h4>\n

Dave Vellante did fairly nicely on his 2024 predictions, lots of which not surprisingly concerned AI: <\/span><\/i>Breaking Analysis: Grading our 2024 enterprise technology predictions<\/span><\/a><\/p>\n

A typically provocative submit from Gary Marcus asks if generative AI scaling is hitting a wall:<\/span><\/i> A new AI scaling law shell game?<\/span><\/a><\/p>\n

Some good recommendation on AI prompting from Ethan Mollick: <\/span><\/i>Getting started with AI: Good enough prompting<\/span><\/a><\/p>\n

New fashions and companies<\/h4>\n

IBM brings its most powerful Granite AI models to Amazon\u2019s cloud<\/span><\/a><\/p>\n

Anthropic open-sources protocol for connecting AI models to datasets and tools<\/span><\/a><\/p>\n

Amazon reportedly develops new multimodal language model<\/span><\/a><\/p>\n

Report: xAI developing new consumer chatbot and AI model<\/span><\/a><\/p>\n

Nvidia\u2019s new music generation model Fugatto creates \u2018never before heard sounds\u2019<\/span><\/a><\/p>\n

Ritual and FLock.io collaborate on decentralized AI model development<\/span><\/a><\/p>\n

Luma AI updates Dream Machine with new Photon image generation model and more<\/span><\/a><\/p>\n

Artists briefly leak access to OpenAI\u2019s Sora video generator<\/span><\/a><\/p>\n

Perplexity <\/span>mulls<\/span><\/a> stepping into {hardware}<\/span><\/p>\n

Ai2 <\/span>releases<\/span><\/a> new language fashions aggressive with Meta\u2019s Llama<\/span><\/p>\n

Cash issues<\/h4>\n

Inflection AI acquires automation startups BoostKPI and Jelled.ai<\/span><\/a><\/p>\n

AI-driven protein discovery platform Cradle raises $73M<\/span><\/a><\/p>\n

Eon raises another $70M at $1.4B valuation for its cloud backup platform<\/span><\/a><\/p>\n

New startup named \/dev\/agents led by Ex-Google, Meta tech leaders raises $56M for AI agents<\/span><\/a><\/p>\n

AI voice startup PlayAI raises $21M to power a new generation of more humanlike AI agents<\/span><\/a><\/p>\n

Pyramid Analytics <\/span>secures<\/span><\/a> $50M in financing from BlackRock<\/span><\/p>\n

There\u2019s extra<\/i><\/b> AI<\/i><\/b><\/a> and<\/i><\/b> big data<\/i><\/b><\/a> information on SiliconANGLE<\/i><\/b><\/p>\n

Across the enterprise: Muted outlooks tank enterprise shares<\/h3>\n

Coverage<\/h4>\n

FTC reportedly launches antitrust investigation into Microsoft\u2019s cloud, AI and cybersecurity practices<\/span><\/a><\/p>\n

Canada\u2019s Competition Bureau seeks to force Google to divest ad tech tools in antitrust suit<\/span><\/a><\/p>\n

Cash issues<\/h4>\n

Dell\u2019s stock falls on weak guidance, as more customers hold off for next-gen AI servers<\/span><\/a><\/p>\n

HP\u2019s stock sinks on lower guidance, despite optimism in the PC market<\/span><\/a><\/p>\n

Strong renewals propel Nutanix past Wall Street estimates<\/span><\/a><\/p>\n

Workday\u2019s guidance falls just short of analysts\u2019 expectations, stock gets hammered<\/span><\/a><\/p>\n

Regardless of <\/span>threat<\/span><\/a> of cuts, <\/span>Intel secures up to $7.86B in CHIPS Act funding for fab projects<\/span><\/a><\/p>\n

Software testing provider Tricentis raises $1.33B at $4.5B valuation<\/span><\/a><\/p>\n

Operating margin concerns push Autodesk stock down 9% after strong earnings results<\/span><\/a><\/p>\n

PagerDuty exceeds forecasts with strong revenue growth and customer expansion<\/span><\/a><\/p>\n

Zoom struggles to grow beyond a crawl and its stock dips<\/span><\/a><\/p>\n

Wherobots raises $21.5M to expand Spatial Intelligence Cloud platform<\/span><\/a><\/p>\n

Cloud management platform Emma raises $17M to scale infrastructure with demand<\/span><\/a><\/p>\n

Developer tooling startup Tempest launches with $3.2M in funding<\/span><\/a><\/p>\n

New product and companies<\/h4>\n

Multicloud GPU compute-as-a-service startup Kinesis Network goes fully serverless<\/span><\/a><\/p>\n

Akhetonics nabs \u20ac6M to build a general-purpose optical processor<\/span><\/a><\/p>\n

We have now extra information on<\/i><\/b> cloud<\/i><\/b><\/a>,<\/i><\/b> infrastructure<\/i><\/b><\/a> and<\/i><\/b> apps<\/i><\/b><\/a><\/p>\n

Cyber beat: Large offers preserve rolling<\/h3>\n

Assault & response<\/h4>\n

Ransomware attack on Panasonic\u2019s Blue Yonder disrupts supply chains in UK and US<\/span><\/a><\/p>\n

Aqua Security uncovers massive denial-of-service campaign targeting 35M devices<\/span><\/a><\/p>\n

Knostic research unveils timing-based vulnerabilities in large language models<\/span><\/a><\/p>\n

Netcraft highlights growing role of AI models in Black Friday fake store scams<\/span><\/a><\/p>\n

Cash issues<\/h4>\n

N-able acquires cybersecurity provider Adlumin in $266M deal<\/span><\/a><\/p>\n

Halcyon nabs $100M to block ransomware with capsule neural networks<\/span><\/a><\/p>\n

CrowdStrike shares fall 5% after fourth-quarter outlook misses expectations<\/span><\/a><\/p>\n

Extra<\/i><\/b> cybersecurity news here<\/i><\/b><\/a><\/p>\n

Elsewhere in tech: A disappointing IPO<\/h3>\n

Pony AI raises $413M in Nasdaq IPO as shares close below initial listing price<\/span><\/a><\/p>\n

European Commission flags Bluesky for breaching transparency rules<\/span><\/a><\/p>\n

X claims ownership of all X accounts in battle for The Onion to acquire Alex Jones\u2019 Infowars<\/span><\/a><\/p>\n

TikTok to block beauty filters over mental health concerns among the young<\/span><\/a><\/p>\n

Australian Senate bill means under 16s will be banned from using social media<\/span><\/a><\/p>\n

Varjo launches Teleport, allowing users to capture any scene in VR with an iPhone<\/span><\/a><\/p>\n

And take a look at extra information on<\/i><\/b> emerging tech<\/i><\/b><\/a>,<\/i><\/b> blockchain and crypto<\/i><\/b><\/a> and<\/i><\/b> policy<\/i><\/b><\/a><\/p>\n

Comings and goings<\/h3>\n

Samsung Electronics <\/span>appoints<\/span><\/a> co-CEO in management shuffle targeted on chip divisions, shares drop<\/span><\/p>\n

What\u2019s subsequent<\/h3>\n

Occasions<\/h4>\n

Dec. 2-6: <\/span>AWS re:Invent<\/b><\/a>, Las Vegas and digital. All fingers on deck for information from SiliconANGLE, the place I and others can be in attendance, in addition to <\/span>theCUBE<\/span><\/a> and analysts from theCUBE Analysis. They could must rename it re:AInvent.<\/span><\/p>\n

Earnings<\/h4>\n

Dec. 2: <\/span>Zscaler<\/b><\/p>\n

Dec. 3: <\/span>Salesforce<\/b>, <\/span>Pure Storage<\/b>, <\/span>Field<\/b>, <\/span>Couchbase<\/b>, <\/span>Marvell<\/b> and <\/span>Okta<\/b><\/p>\n

Dec. 4: <\/span>Synopsys <\/b>and <\/span>SentinelOne<\/b><\/p>\n

Dec. 5: <\/span>HPE<\/b>, <\/span>UiPath<\/b>, <\/span>Rubrik<\/b>, <\/span>GitLab<\/b>, <\/span>Asana<\/b>, <\/span>Smartsheet<\/b>, <\/span>HashiCorp<\/b> and <\/span>Docusign<\/b><\/p>\n

Photograph: Robert Hof\/SiliconANGLE<\/span><\/h5>\n
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