55. Kara Swisher Rants, Silicon Supply Chains, SAS Innovates

In episode 55 of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante delve into the latest tech developments from SAS Innovate in Las Vegas, providing insightful analysis and commentary on industry news.

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They discuss how SAS, a longstanding company is transitioning towards a public listing, as well as Meta's ambitious strides in AI infrastructure. They cover a variety of topics ranging from Google's internal challenges to the chip industry's shifts, and includes discussions on startups, cloud security and AI governance.

Read more about the latest theCUBE Pod https://siliconangle.com/2024/04/22/s...

This Week in Enterprise:

AI model creators play an endless game of leapfrog as the rest of us worry what’s next

The game of large language model leapfrog looks to be speeding up, if that’s even possible, as Meta Platforms, Elon Musk’s xAI, Microsoft, Stability AI and of course OpenAI all weighed in this week with new models of various kinds.

It’s perhaps no coincidence that the potential negative impacts of this race are worrying more people, and prompting everything from legislation to safety benchmarks. Given the battle of the LLM giants, it’s also no surprise to see the also-rans gathering to present alternative pieces of the AI stack so they don’t get left out.

Meantime — broken record here — the funding frenzy continues, as Microsoft locks up the UAE’s G42 and Mistral reportedly seeks funding at a $5 billion valuation.

Big bucks flowed from the CHIPS Act this week too, some to Samsung and Micron reportedly next. Also on the semiconductor front, Intel showed off neuromorphic chip system to challenge Nvidia graphics chips and new high-NA EUV system from ASML — though both are years in the future.

Not least, Google scrambled the deck chairs this week, reorganizing its Android and Chrome platform and devices teams and also its AI teams. It also fired protesters against its joint Project Nimbus with Microsoft selling cloud services to Israel, on top of its second set of layoffs this year.

Check out the full article https://siliconangle.com/2024/04/19/a...

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For daily news for CIOs, check out our parent publication at https://siliconangle.com/

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

People mentioned in this podcast:
Dr. Jim Goodnight, co-founder and CEO at SAS Institute
David Hatfield, board member at Lacework
Morris Chang, founder of TSMC and American-Taiwanese businessman
Gina Raimondo, United States Secretary of Commerce
Pat Gelsinger, CEO of Intel
Hock Tan, president and CEO of Broadcom
Charles Fitzgerald, consultative strategist and investor
Michael Dell, chairman and CEO of Dell Technologies
Lina Khan, chair of the Federal Trade Commission
Kara Swisher, journalist
Mark Zuckerberg, CEO of Meta Platforms
Sundar Pichai, CEO of Alphabet
Elon Musk, CEO of Tesla
Ray Wang, principal analyst, founder and chairman of Constellation Research
Andy Jassy, president and CEO of Amazon
Reggie Townsend, VP for data ethics at SAS Institute

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