64. VMware customer choices, NVIDIA love fest

In the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vallante discuss HPE Discover in Las Vegas and reflect on the hectic conference season. They highlight key topics such as Nvidia becoming the most valuable company, surpassing Microsoft and Apple, and the rise of AI, particularly Nvidia’s advancements in clustered systems and AI technology.
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They also look at Palantir's significant contributions to big data, emphasizing its role in harmonizing disparate data systems and its historical government contracts. VMware's strategic focus on top-tier customers, hybrid cloud and private AI, is also a topic of discussion, as well as the implications of shifting market trends on AI and the tech sector. Lastly, they touch on the future of startups in the AI space and Nvidia’s potential dominance in AI inferencing.
Read more about the current episode of theCUBE Pod siliconangle.com/2024/06/24/b...
This Week in Enterprise:
AI models keep getting smarter - but how smart can they get?
As Nvidia became the world’s most valuable company this week, if only for a few days, it’s apparent that the race to develop even better generative artificial intelligence models isn’t slowing down.
This week we saw Anthropic provide a leap in its Claude large language model, along with news that OpenAI co-founder Ilya Sutskever’s new startup SSI is aiming to create a “safe superintelligence.” and OpenAI is buying real-time database provider Rockset. And investors keep ponying up to keep the race going, pouring $400 million into Poolhouse - who? - and eagerly anticipating a possible initial public offering by Nvidia AI chip rival Cerebras Systems.
Still, there’s a question of how much LLMs can advance in the near term, at least. According to benchmarks from Sierra Technologies, the startup from former Salesforce co-CEO Bret Taylor and former Google exec Clay Bavor, most LLMs fail at more complex tasks. Moreover, Wired did an investigation of how the popular AI search service Perplexity works, and it doesn’t look good.
Back in the mainstream enterprise, Hewlett Packard Enterprise CEO Antonio Neri at the company’s Discover event this week talked up hybrid cloud and edge as the key to AI, with a boost by Nvidia CEO Jensen Huang. But HPE’s proposed acquisition of Juniper hit a regulatory snag.
Meanwhile on the regulatory front, the Justice Department sued Adobe over its subscription policies and the Commerce Department banned Russia-based Kaspersky Labs from selling its cybersecurity software in the U.S. And social media may get slapped with tobacco-style warnings, not to mention New York state Gov. Kathy Hochul signed a bill intended to counteract social media harms.
Check out the full article siliconangle.com/2024/06/21/a...
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People mentioned in this podcast:
George Gilbert, principal analyst at theCUBE Research
Peter Thiel, chairman, founder and former CEO of PayPal
Dave Duggal, founder and CEO of EnterpriseWeb
Mark Terenzoni, GM of security services at AWS
Chris Lynch, executive chairman and CEO of Atscale
Charlie Kawwas, president at Broadcom
Hock Tan, president and CEO of Broadcom
Chris Wolf, global head of AI and advanced services at VMware by Broadcom
Krish Prasad, SVP and GM of the VMware Cloud Foundation Division at Broadcom
Michael Dell, chairman and CEO at Dell Technologies
Rob Strechay, managing director and principal analyst at theCUBE Research
David Floyer, analyst emeritus at theCUBE Research
Jensen Huang, founder and CEO of Nvidia
Antonio Neri, president and CEO of HPE
Neil MacDonald, EVP and GM of the compute business units at HPE
Jerry Chen, general partner at Greylock Partners
Venkat Rajaji, SVP of product management at Cloudera
Ali Ghodsi, co-founder and CEO of Databricks
Mark Zuckerberg, CEO of Meta Platforms
Charles Fitzgerald, consultative strategist and investor
Lina Khan, chair of the FTC
Sanjeev Mohan, principal at SanjMo
Donald Trump, 45th president of the U.S.
#theCUBE #theCUBEPod #theCUBEResearch #Nvidia #AI #HPEDiscover #Palantir

[@Buy_YT_Views_641]

every day is a good day when I watch your videos

[@riffsoffov9291]

Very interesting, as always, but did Dave say Amazon is still using Oracle database? I was going to challenge that, but I listened to the whole convo again and didn't hear it.

[@johnfurrier7425]

AWS claimed they got off of Oracle and maybe they did in one main or other areas. I've heard they still have Oracle still in some instances. I don't have any details on that.

[@riffsoffov9291]

@@johnfurrier7425 Thanks for the reply. My info is just from an AWS blog post, and I'm sure you know more about it than I do.