73. Analyst debate, Intel Foundry spinout, AI tsunami hitting hard, Oracle-AWS cloud moves

In this episode of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante highlight key developments in the tech industry, including Intel's struggles and the debate over whether it should split its foundry and design businesses to regain competitiveness. In addition, OpenAI continues to make waves with new AI models and major funding efforts.

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In other news, Oracle and AWS strengthen their cloud partnership, positioning Oracle's OCI as a standout solution in the competitive cloud market. The rise of agent-driven AI systems is poised to transform business operations by reassembling workflows in real time. Additionally, cybersecurity leaders CrowdStrike and Google Mandiant are advancing threat detection capabilities through AI-driven innovations.

Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/09/16/t...

This Week in Enterprise:

AI bears fruit: Apple slowly infuses AI into iPhones, OpenAI debuts first Strawberry models

This was the week that Apple finally infused artificial intelligence into its new iPhones, Watches and AirPods, though some of features won’t be coming for a bit and overall, the AI stuff seemed a little underwhelming. The medical features such as AirPods’ ability to serve as FDA-grade hearing aids and sleep apnea detection, though, look great.

The OpenAI freight train keeps rolling, as it reportedly raises $6.5 billion on a $150 billion valuation — crazy? — from the UAE Investment Fund and introduces the first of its much-anticipated Strawberry AI “reasoning” models. But it’s still facing significant competition from the likes of Mistral, which introduced its multimodal AI model, and even enterprise search platform Glean, which raised $260 million on a $4.6 billion valuation.

Oracle seems to have made peace with the big cloud providers, doing a deal with Amazon Web Services to bring its autonomous database to AWS and cementing relationships with Google and Microsoft. At Oracle CloudWorld, it introduced new AI features as well as what it says is the world’s first zettabyte-scale AI cluster in its cloud.

Indeed, hardware is an increasing concern for scaling up AI, as our writer Mark Albertson outlined after his visit to the AI Hardware and Edge AI Summit in San Jose.

Google continues to come under fire from regulators all over the place.

Look for lots of significant events next week: Dreamforce, CrowdStrike Fal.con and Mandiant’s mWISE, where SiliconANGLE and theCUBE video studio will be onsite along with theCUBE Research analysts.

Check out the full article https://siliconangle.com/2024/09/13/a...

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Watch the full lineup of theCUBE Pod    • theCUBE Pod with John Furrier & Dave ...  

Watch the full podcast below to find out why these industry pros were mentioned:
Patrick Moorhead, founder, CEO and chief analyst at Moor Insights & Strategy
David Floyer, analyst emeritus at theCUBE Research
Matt Garman, CEO of AWS
Larry Ellison, chairman of the board and CTO of Oracle
Tom Dotan, reported at The Wall Street Journal
Hock Tan, president and CEO of Broadcom
Kara Swisher, journalist
Jason Calacanis, internet entrepreneur
Chamath Palihapitiya, CEO of Social Capital, co-host at All-In
Mark Zuckerberg, CEO of Meta Platforms
Sergey Brin, former president of Alphabet
Steve Jobs, co-founder and former CEO and chairman of Apple
Charles Fitzgerald, consultative strategist and investor
Mark Albertson, senior writer at SiliconANGLE Media
Ginni Rometty, co-chairman of OneTen, former CEO of IBM
Arvind Krishna, chairman and CEO of IBM
Sarbjeet Johal, founder and CEO of Stackpane
Marc Benioff, chair and CEO of Salesforce
Christophe Bertrand, principal analyst at theCUBE Research
Rob Strechay, managing director and principal analyst at theCUBE Research
George Gilbert, senior analyst at theCUBE Research
Brian J. Baumann, director of capital markets at NYSE
George Kurtz, CEO of CrowdStrike
Bill Gurley, general partner at Benchmark
Elizabeth Warren, U.S. senator
Gina Raimondo, U.S. Secretary of Commerce
Tim Crawford, CIO strategic advisor of AVOA
Padraig Harrington, professional golfer

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