Reminder: Why Nvidia GTC was the most influential computing event in history

theCUBE analysts react to the week's biggest moments [On theCUBE Pod: The most important event in the history of the computer industry?]( In this Pod]( theCUBE Research analysts John Furrier and Dave Vellante discuss a whirlwind week in the tech industry, highlighting key events, including Supercloud 6, Nvidia's GTC conference and KubeCon EU in Paris.   They emphasize Nvidia's groundbreaking performance and cultural impact, as well as insights from Broadcom's Investor Day on custom silicon and packaging techniques. The conversation delves into the transformative shift toward AI systems, with particular focus on Dell's AI Factory initiative and the significance of custom silicon for hyperscalers such as Meta and Google.   Furrier and Vellante underscore the evolving landscape of distributed computing and the competitive dynamics shaping the market, providing valuable insights into the future of technology.   “Consumer always is a predictor of enterprise,” Furrier said. “If enterprises have the ability to do custom workloads for distributed computing, public cloud, premise edge, you're going to see workloads that are highly specialized in the enterprise that are going to potentially have the opportunity to have a custom chip. I think you're going to see workloads on the enterprise that will be candidates for custom silicon and that's going to be the new thing that will emerge.”   Check out more of theCUBE Pod. [Watch the full episode]( At GTC, Nvidia’s Jensen Huang kicks off the next era of AI AI continued to dominate the news this week, no more so than at Nvidia’s annual GTC conference in San Jose, which arguably kicked off the real start of the next era of artificial intelligence. [Read more]( siliconangle.com [Nvidia, Broadcom and the expanding breadth of AI momentum]( In this week’s Analysis]( our chief analyst Dave Vellante talks about Nvidia Corp.’s GTC conference and Broadcom Inc.’s Investor Day, where the artificial intelligence platform shift was on full display.   In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest in size but was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world.   Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies executed by Nvidia and Broadcom. They are currently the two companies positioned to take advantage of innovations in AI, according to Vellante. But, importantly, we see each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves.   “We believe Nvidia and Broadcom are the two best positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade,” Vellante said.   For more of Dave Vellante’s Breaking Analysis, go. [Get the free report]( [The AnalystANGLE on the latest in AI infrastructure and more]( In this episode of our series, managing director and principal analyst Shelly Kramer is joined by fellow analyst Bob Laliberte for insights on tech’s top headlines. It was a market-moving week, particularly for the well-positioned chipmakers and hyperscalers, while ecosystems align for modern networking. Topics include:   - Kyndryl’s alliance with Cloudflare: accelerating digital maturity and network modernization.  - Dell's landmark team up with Nvidia for the expansion of generative AI solutions. - Analyst hot takes on Nvidia GTC’s top announcements including the NVlink and 6G research platform.  - Companies to watch: Nile introduces the company’s first AI networking solution with some attractive performance guarantees.   “I think everybody's focused on speeding AI initiative," Kramer said. "That is what the Dell Gen AI solutions collaboration with Nvidia that was just recently announced is all about, and you know, helping enterprises speed AI adoption. And so Dell's expansion of the Dell Gen AI solutions portfolio in collaboration with Nvidia is all about helping companies speed their AI initiatives." Read more of the latest AnalystANGLE. [Check out the latest AnalystANGLE]( [Top News: Editor's Picks]( Databricks open-sources its own large language model, DBRX Databricks Inc. launched DBRX, a general-purpose large language model that it says outperforms all existing open-source models — and some proprietary ones — on standard benchmarks. [Read more]( siliconangle.com Observe nabs $115M for its AI-powered observability platform Observe Inc., the developer of an application observability platform with a built-in chatbot, disclosed that it has closed a $115 million investment led by Sutter Hill Ventures. [Read more]( siliconangle.com [Join our analysts live: Here’s theCUBE's upcoming broadcasts]( Mark your calendars for a tech-filled April and May, as our analysts bring you live insights from the industry’s most influential gatherings. Upcoming broadcasts include on-site reporting at Google Cloud Next from April 9-11, SAS Innovate from April 17-18, Red Hat Summit from May 6-8, the RSA Conference from May 6-9 and Alteryx Inspire from May 15-16.*   *Broadcast dates and times are subject to change.   [Google Cloud Next: Apr. 9-11](   Don't miss out on the exclusive broadcast by theCUBE, featuring Cloud Next]( from Apr. 9-11. Delve into the forefront of Google's groundbreaking generative AI tailored for businesses, and discover its innovative approaches to securing data amid the automation era. Get privileged access to firsthand perspectives on how Google's unwavering commitment to research and development is reshaping the landscape of enterprise solutions.   [Mark your calendar!](   [SAS Innovate: Apr. 17-18](   Join theCUBE from Apr. 17-18 for Innovate]( in the Innovation Hub, where the future of technology unfolds. Surrounded by over 60 super demos showcasing the power of SAS Viya and more, you’ll get exclusive insights as we interview leading experts in generative AI, quantum computing and cloud innovations. Discover how these cutting-edge technologies are driving transformative data insights and reshaping the enterprise world.   [Be part of the conversation.](   [Red Hat Summit: May 6-8](   Tune in to theCUBE from May 6-8 for Hat Summit]( in Denver. Dive into the synergy between cloud-native solutions and AI innovations within the vibrant Red Hat community. Join us for three days filled with comprehensive coverage, where our analysts will spearhead exclusive discussions with pioneers in open-source software, AI and computer engineering.   [Don't miss out!](   [RSA Conference: May 6-9](   Check out theCUBE from May 6-9 for our coverage of the Conference]( in San Francisco. Gain access to up-to-the-minute updates and exclusive interviews with a diverse array of experts, ranging from data protection specialists and developers to analysts and investors. Delve deep into the ever-changing cybersecurity landscape as top industry leaders dissect the latest advancements and evolving threats. Discover how cutting-edge technologies are revolutionizing data protection, with AI standing at the forefront in the battle against emerging cyber threats.   [Join us for our exclusive coverage!](   [Alteryx Inspire 2024: May 15-16](   Mark your calendars and join theCUBE From May 15-16 for comprehensive real-time coverage of Inspire 2024](. Prepare to be inspired as our analysts deliver live commentary and conduct exclusive interviews during this dynamic 2-day broadcast directly from the show floor. From in-depth keynote analysis to breaking news updates, we'll provide thought leadership and insightful use cases on harnessing the power of generative AI and delving into ecosystem innovations for contemporary data platforms.   [Add this event to your calendar today!]( [Follow all theCUBE's upcoming broadcasts!]( 3 things you missed at KubeCon EU Discover key insights from KubeCon + CloudNativeCon Europe, where Kubernetes hits a pivotal moment in its 10-year history. 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