Robert Hof – SiliconANGLE

Despite big AI infrastructure deals, investors get nervous about the payoff

Robert Hof — Fri, 07 Nov 2025 16:39:29 +0000

Big artificial intelligence infrastructure deals are multiplying as everyone scrambles for compute capacity. Amazon Web Services did a $38 billion deal to provide OpenAI with compute and a $5.5 billion deal with Cipher Mining to hedge its bets, while Microsoft is spending $7.9 billion to quadruple its capacity in the UAE and did its own […]

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Rising AI tide lifts all cloud boats, but investors get more choosy

Robert Hof — Fri, 31 Oct 2025 15:19:26 +0000

Nvidia kept pressing its advantage in AI chips this week at its first Washington, D.C.-based conference, marshaling a lot of friends in support of all its technologies, from HPE and Nokia to Samsung, which is teaming up to build an AI Megafactory for chip manufacturing and more. To underscore that point, Nvidia’s market cap just hit $5 […]

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For better or worse, it’s still full speed ahead for AI factories

Robert Hof — Fri, 24 Oct 2025 14:36:35 +0000

Despite a rising drumbeat of worries about an AI bubble, AI clouds and factories keep growing like crazy. Just this week, Anthropic and Google announced a multibillion-dollar cloud deal, “neocloud” Crusoe raised $1.3 billion and Uniphore raised $260 million. In addition, OpenAI, Oracle and Vantage announced a new $15 billion data center in Wisconsin. For a […]

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Mark Benioff pitches Salesforce’s agentic dreams as AI factories boom

Robert Hof — Fri, 17 Oct 2025 15:39:11 +0000

Salesforce tripled down on AI agents at Dreamforce this week, but it’s still not clear despite CEO Marc Benioff’s insistence that his own company is benefiting massively from them that most enterprises are ready for large-scale deployment. That’s going to require many things, but one big one is to ensure the resilience of their data. […]

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AI embraces and extends enterprise software as funding keeps pouring in – but is all this a bubble?

Robert Hof — Fri, 10 Oct 2025 16:13:03 +0000

Artificial intelligence is changing the world of software even faster than its many proponents predicted. This week we saw several big moves by major companies to leverage AI to transform — let’s call it embrace and extend, as one software giant used to put it — the $900 billion enterprise software market. First up was […]

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OpenAI battles Anthropic for model supremacy, AI chips stay hot, and California passes landmark AI safety bill

Robert Hof — Fri, 03 Oct 2025 15:35:15 +0000

It’s funny how many tech leaders want government to get out of their way, until, oh right, they need government services to keep things running smoothly. The government shutdown could have big impacts throughout tech, from cybersecurity to artificial intelligence. Anthropic and OpenAI continue to battle tooth and nail with new AI models. Ain’t competition […]

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OpenAI keeps raising big and spending big, Oracle gets two new CEOs, and Trump cracks down on H1-B visas

Robert Hof — Fri, 26 Sep 2025 15:39:38 +0000

That’s a crazy-seeming investment of $100 billion by Nvidia into OpenAI, its customer, but it’s in stages and you gotta put all that GPU money somewhere, so I guess, why not your customers? Well, reasons, but enterprise use of artificial intelligence sure isn’t slowing down yet, so AI startups aren’t slowing down either. Indeed, OpenAI […]

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Nvidia joins the Intel bailout, Meta pitches AI smart glasses, and CrowdStrike aims for ‘security AGI’

Robert Hof — Fri, 19 Sep 2025 14:59:17 +0000

In a seminal announcement for the chip industry, Nvidia made a $5 billion investment in Intel Thursday. The plan for today’s and yesterday’s tech stars is to create joint CPU-GPU chips for both data centers and personal computers that combine Nvidia’s graphics processing units with Intel’s x86 central processing units, along with Nvidia’s fast NVLink […]

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At CrowdStrike Fal.con, CEO George Kurtz says AI can help it become the top cybersecurity platform

Robert Hof — Wed, 17 Sep 2025 01:04:44 +0000

Cybersecurity is already the No. 1 challenge facing most enterprises, and now artificial intelligence is providing both potent new tools to battle attackers and making it easier for those attackers as well. CrowdStrike Holdings Inc. is aiming to leverage AI to give enterprises and their security operations centers more and better services so they can stay […]

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The AI infrastructure scramble, Oracle’s OpenAI bonanza, and the return of IPOs

Robert Hof — Fri, 12 Sep 2025 16:03:49 +0000

With its latest earnings — more accurately, its almost unbelievable cloud backlog — Oracle suddenly catapulted itself into the top ranks of hyperscaler cloud providers. One big reason for that backlog: a stunning $300 billion deal to provide OpenAI with compute in that Project Stargate deal over the next five years. As a result of […]

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Google dodges one antitrust bullet, Anthropic keeps the AI boom going, AI winners and losers

Robert Hof — Fri, 05 Sep 2025 15:22:33 +0000

The money gusher for marquee AI companies (and others) kept, well, gushing this week, led by Anthropic raising $13 billion at a $183 valuation. Mistral reportedly is raising at a $14 billion valuation, and OpenAI bought Statsig for $1.1 billion. That’s in addition to big rounds by AI agent startup Sierra, AI search hopeful You.com, AI inference software […]

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The AI boom didn’t quite save Nvidia earnings, but enterprise software cashed in

Robert Hof — Fri, 29 Aug 2025 15:00:33 +0000

In the most-watched tech event this week, Nvidia came up (a bit) short on earnings, but it still offered a pretty darn good growth projections. Thing is, they didn’t include any possible sales to China, which don’t seem out of the question at some point. No surprise that investors mostly gave it a pass, the […]

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Investors worry about an AI bubble, but the money keeps flowing

Robert Hof — Fri, 22 Aug 2025 03:41:24 +0000

Are we finally reaching peak AI? Always hard to say, but investors are worried: U.S. tech stocks slid after Altman warned of a bubble, an MIT study raised doubts about how much AI is actually producing returns, and Meta was reportedly looking at cutting some AI spending, or at least freezing hiring for now. (Though it apparently […]

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Intel CEO’s Trump travails, Perplexity’s audacious bid for Chrome, and crypto’s IPO party

Robert Hof — Fri, 15 Aug 2025 17:35:46 +0000

Intel CEO Lip-Bu Tan is getting put through a ringer, isn’t he? First Trump says he should be fired, then he praises him to the skies, then he apparently wants the government to buy a stake in the company — though given it’s Trump, that’s far from certain. Don’t miss Dave Vellante’s Breaking Analysis this […]

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OpenAI debuts GPT-5 AI model, Trump calls for Intel CEO to resign, and IPOs keep popping

Robert Hof — Fri, 08 Aug 2025 14:55:49 +0000

AI continues to suck all the air and the dollars out of the room, with a flurry of new models and new fundings this week. It’s still a breakneck race in AI, as OpenAI, Anthropic and Google all released new models and agents. In particular, OpenAI debuted its GPT-5 flagship model, which combines the reasoning […]

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IPO pops are back, AI starts to pay off for Big Tech, and Palo Alto Networks spends big

Robert Hof — Fri, 01 Aug 2025 15:37:47 +0000

Palo Alto Networks is charging full speed ahead on attempting to be as much of a one-stop cyber shop as is possible in the fast-changing field, buying CyberArk for a stunning $25 billion. Investors weren’t especially happy, but properly integrated, it’s probably worthwhile long-term. And as Zeus Kerravala notes, it’s a good addition for its […]

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Trump’s AI gift, Intel’s neutron bomb and an IPO boomlet

Robert Hof — Fri, 25 Jul 2025 15:15:10 +0000

Artificial intelligence companies are largely cheering President Trump’s “AI Action Plan” issued this week — no surprise, since it reduces regulations to make it easier for them to make money. But there could be some problems, in particular the insistence on “objective” and “anti-woke” results, which is code for “truths that Trump doesn’t like.” Besides, AI […]

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AWS CEO Matt Garman bets big on AI agents – but so are OpenAI and everyone else

Robert Hof — Fri, 18 Jul 2025 15:29:45 +0000

At AWS Summit NYC this week, Amazon made a concerted push to help enterprises field artificial intelligence agents, and we had all the news and interviews, including Amazon Web Services CEO Matt Garman. Hardly one to be left out, OpenAI introduced a ChatGPT agent to enable browsers to accomplish multistep tasks. Meantime, OpenAI is tapping […]

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As Nvidia hits $4T market cap, when does the AI investment frenzy peak?

Robert Hof — Fri, 11 Jul 2025 12:25:37 +0000

With Nvidia hitting a market capitalization of $4 trillion, it’s time to wonder if we could be hitting some kind of peak in investor interest in artificial intelligence. But it sure hasn’t shown up yet. This week we saw Amazon considering another huge investment in Anthropic — perhaps to help it field an AI agent […]

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Cloudflare’s AI game-changer, Intel’s challenges and the Trump-Musk catfight

Robert Hof — Fri, 04 Jul 2025 03:06:38 +0000

Artificial intelligence model providers such as OpenAI and Anthropic that have had a mostly free ride on scraping the entire internet to train their models may be facing a serious roadblock now. Internet infrastructure services firm Cloudflare this week enabled website operators to charge AI developers for access to their material. It’s a bit of […]

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It’s an agentic world. We just live in it.

Robert Hof — Fri, 27 Jun 2025 15:54:08 +0000

We already know AI agents are the next big thing, at least until the next next big thing arrives, like, say, next week, but it’s clear many companies are making big bets on them. That includes untold numbers of companies offering myriad ways to build, deploy and govern them — a dozen or so of […]

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Andy Jassy says AI will reduce Amazon’s workforce, but at least he’s honest about it

Robert Hof — Fri, 20 Jun 2025 14:58:09 +0000

Amazon CEO Andy Jassy said the quiet part out loud this week, predicting AI will reduce its workforce. At least he’s honest about it, even if he trotted out the “free up workers for higher-value work” cliche. Microsoft is reportedly laying off 3% of its staff too, no doubt for partly the same reason. Can […]

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Databricks makes its play for AI agents, Meta plays catch-up, and Chime’s IPO shines

Robert Hof — Fri, 13 Jun 2025 17:52:47 +0000

The artificial intelligence era won’t be decided only by providers of large language models such as OpenAI. Databricks made a big play at its annual Data+AI Summit in San Francisco this week to lead the way to AI agents, the next big thing in AI, using its data platform as a springboard. It also announced […]

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Snowflake ups its AI game, Circle IPO blasts off, and Elon splits with Trump

Robert Hof — Fri, 06 Jun 2025 16:39:03 +0000

Snowflake made a big play this week at its annual Summit to own a larger swath of the artificial intelligence opportunity — still based on data but bringing in AI models, agents and other software to get stuff done. As Dave Vellante and George Gilbert put it in their Breaking Analysis deep dive, enterprise data […]

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Nvidia and Dell shine on earnings, Salesforce bags Informatica, and yes, AI will kill jobs

Robert Hof — Fri, 30 May 2025 15:38:00 +0000

Given the impact of tariffs on a wide variety of technology companies, it was big news this week that the U.S. Court of International Trade blocked President Trump’s wildly varying tariffs — but an appeals court put a temporary hold on that ruling. Who knows what happens next, but the case could be headed for […]

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Google and Microsoft heat up the AI race as OpenAI opens new front with big acquisition

Robert Hof — Fri, 23 May 2025 14:58:34 +0000

It was all about AI at all the big events this week — Microsoft Build, Google I/O, Dell Tech World, Red Hat Summit and even Computex. This time at I/O, Google appeared to get the upper hand, vibe-wise, with a flurry of new models and features, a vision of a universal AI assistant, and even […]

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AI leaders stare down limits as they keep spending big

Robert Hof — Fri, 16 May 2025 15:24:46 +0000

Initial public offerings of stock inched back this week as eToro’s IPO soared 29% over its initial price, Chime filed and Pony AI in China filed confidentially. But don’t expect a full-scale return in this choppy economy. Herald the coming of the software-only cloud hyperscaler — starting with Salesforce. AI leaders suddenly are confronting reality — excessive […]

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Enterprise stalwarts get serious about AI agents

Robert Hof — Fri, 09 May 2025 14:33:53 +0000

Established enterprise tech providers that aren’t cloud giants are getting serious about AI agents too. IBM, for one, unveiled a raft of AI agent capabilities and ServiceNow invaded Salesforce’s core customer relationship management market using agents and debuted more agents to provide better security. Anthropic jumped into search with an application programming interface to call […]

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At RSAC, AI disrupts the cybersecurity status quo

Robert Hof — Fri, 02 May 2025 14:49:02 +0000

At this week’s RSAC 2025, the premier cybersecurity conference, the talk was all about replatforming security, and how artificial intelligence agents may affect that trend. Interestingly, the push-pull impact of generative AI helping both attackers and defenders may actually make people and their insights more important than ever to provide adequate protection. Tech company earnings showed […]

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Big Tech escapes tariffs’ impact for now, but investors are wary — and should be

Robert Hof — Fri, 25 Apr 2025 14:44:47 +0000

Investors mostly breathed a sigh of relief this week that Trump’s tariffs haven’t yet hit tech company earnings. Alphabet, SAP, ServiceNow and most chipmakers managed to dodge the impact in their latest reports this week. But investors are understandably wary, because nobody knows what comes next: They knocked IBM’s stock down after it said it’s […]

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