54. Andy Jassy, Regulation is Illegal, Intel Hurting; Nvidia a Monopoly? Google Catching Up

On episode 54 of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante take a look back at their busy week at Google Cloud Next. They discuss Vellante’s exclusive meetings under NDA with industry giants, alongside the extensive research from the SiliconANGLE team led by Rob Hof.
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The podcast reflects on the overwhelming content barrage from the Google Cloud Next event, highlighting Google's dominance and Intel's challenges. The discussion delves into Andy Jassy's CNBC interview and Nvidia's potential monopoly, while also touching upon societal shifts and the importance of government intervention.
Read more about the current episode of theCUBE Pod siliconangle.com/2024/04/15/a...
This Week in Enterprise:
At Next, Google makes a smarter case for leading the generative AI era
With Google’s Cloud Next ’24 conference this past week in Las Vegas now in the books, it looks like the search giant is finally poised to leverage its longtime work in artificial intelligence and its serious technical infrastructure to provide a boost to its third-place cloud computing unit.
The Mandalay Bay conference center hosted some 30,000 people and the energy, and crowds, were apparent. But even Google executives conceded it’s still very early for generative AI in the enterprise, not just for Google for its rivals as well, so it’s not yet certain how much of a boost it will provide.
At the same time, copyright issues loom larger for AI model makers such as OpenAI, Google and Meta Platforms, as a proposed bill would force them to disclose that.
There was plenty of action this week in infrastructure as well, as TSMC got big bucks from the CHIPS Act for fabs in the U.S. The PC market (and TSMC) also bounced back thanks to AI. Intel doubled down on AI with new Gaudi 3 and other chips, and Apple’s M4 reportedly will offer serious AI capabilities.
On the cybersecurity front, CISA issued serious warnings about Microsoft and Sisense cyberattacks, and Apple flags iPhones attacks. Meanwhile, cyber consolidation continues as Wiz bought Gem Security and Zscaler acquired Airgap Networks. Cohesity and Cyera also reeled in big fundings.
Check out the full article siliconangle.com/2024/04/12/n...
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People mentioned in this podcast:
Rob Hof, editor-in-chief at SiliconANGLE Media
Andy Jassy, president and CEO of Amazon
Brad Gerstner, founder and CEO of Altimeter Capital
Stu Miniman, senior director of market insights for hybrid platforms at Red Hat
Craig McLuckie, co-founder and CEO of stacklok
Brendan Burns, CVP at Microsoft
David Floyer, analyst emeritus at theCUBE Research
Karen Dahut, CEO of Google Public Sector
Charles Fitzgerald, consultative strategist and investor
Adam Selipsky, CEO of AWS
Andrew Ross Sorkin, American journalist and author
Lina Khan, chair of the FTC
Elon Musk, CEO of Tesla
Joe Rogan, commentator and podcaster
Jeff Bezos, founder and executive chairman of Amazon
Mark Zuckerberg, CEO of Meta Platforms
Frank Slootman, chairman of the board of directors at Snowflake
Jason Calacanis, internet entrepreneur and co-host at All-In
Fidelma Russo, EVP/GM for hybrid cloud and CTO of HPE
Patrick Osborne, SVP and GM for cloud data infrastructure and HPE Storage at HPE
Jim Jackson, CMO of HPE
Matt Baker, SVP for activating AI strategy at Dell Technologies
Michael Dell, chairman and CEO at Dell Technologies
Vivek Mohindra, SVP for corporate strategy at Dell Technologies
Yvonne McGill, CFO of Dell Technologies
Charlie Kawwas, president at Broadcom
Pat Gelsinger, CEO of Intel
Savannah Peterson, founder and chief unicorn at Savvy Millennial and host of theCUBE
Rob Strechay, managing director and principal analyst at theCUBE Research
Rebecca Knight, journalist and host of theCUBE
Dustin Kirkland, experienced engineer, product manager, executive and advisor
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[@DDFinance1]

Awesome pod, really insightful! Yea, you guys should talk more about the origin story, how you see the enterprise tech industry evolving, and the different ways businesses can work with you. It’ll also be nice to have a series of ‘New Here’ videos pinned on the RUclips channel, so new viewers can quickly get up to speed.