Sniffing out AI's true value for enterprises

theCUBE analysts report from SAS Innovate, and more [On theCUBE Pod: Thoughts on Andy Jassy’s latest moves and Nvidia’s monopoly status]( On episode 54 of Pod]( theCUBE Research analysts John Furrier and Dave Vellante take a look back at a busy week for the team. With Furrier leading three on-site reporters at Google Cloud Next and Vellante’s string of exclusive meetings with industry giants, our analysts deliver fresh findings and firsthand learnings to IT decision-makers.   Furrier and Vellante first reflect on the overwhelming barrage of announcements from the Google Cloud Next event, highlighting Google Cloud's growing dominance in enterprise settings as other players face the challenges of misguided strategies leading up to the current AI wave. As AI-ready infrastructure drives much of today’s market trends, the podcast delves into the touchy subjects of government intervention for AI regulation and chipmaker monopolies, with commentary on how Amazon.com CEO Andy Jassy has handled his share of regulatory obstacles. Nevertheless, industry titans may find the risk is worth the reward when integrating AI across organizations and industries.   “I think what [Jassy’s] doing here is saying, look at Amazon as a company, including AWS, is using AI everywhere,” Furrier said. “Then they have been using data and machine learning. I guarantee you the next step's going to be, tie that to machine learning and AI so they can go back to tell the world, ‘Hey, we are better than Microsoft and anyone else at AI.”   Read more on the latest theCUBE Pod episode. [Watch the full episode]( Google makes a case for leading the generative AI era With Google’s Cloud Next in the books, it looks like the search giant is finally poised to leverage its longtime work in AI and infrastructure to boost its third-place cloud computing unit. Here are the week's top stories in enterprise tech. [Read more]( siliconangle.com [Enterprises seek deeper AI value beyond chat]( In this week’s [Breaking Analysis]( presented by theCUBE and ETR, our chief analyst delves into the complex landscape where enterprises navigate tight IT budgets amid the push toward AI-first strategies. Dave Vellante explores the challenges faced by IT decision-makers tasked with balancing macroeconomic factors, such as inflation, while driving innovation through AI initiatives.   The discussion covers how technology leaders are reallocating funds and pursuing both conservative and ambitious AI projects. This episode also examines shifting sentiments in IT spending forecasts and the funding sources for AI endeavors. Additionally, Vellante provides insights into the adoption of AI platforms and the debate over cloud versus on-premises AI implementation.   “The cloud platforms are moving very fast,” Vellante said. “That's where most of the monetization action is right now with Microsoft pulling off the OpenAI coup, and they've forced Google to respond with their internal code reds.”   For more of Dave Vellante’s Breaking Analysis, go. [Get the free report]( [TheCUBE presents live coverage at SAS Innovate.]( [Join us April 17-18!]( Join theCUBE from April 17-18 for Innovate]( 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 that’s setting the pace for tomorrow’s business landscape. Expert guests include: - Brian Harris CTO of SAS - Jennifer Chase, CMO of SAS - Regan Yan, CEO of Digital Alchemy - Jay Upchurch, CIO of SAS - Miriam Vogel, president and CEO of EqualAI [Tune in for more!]( [Watch theCUBE's live coverage!]( [Fortinet Accelerate 2024: Unpacking the event, exploring what’s ahead]( Following the recent Fortinet Accelerate event in Las Vegas, theCUBE Research team provided key analysis in our latest [SecurityANGLE podcast]( with principal analyst Shelly Kramer, and theCUBE Collective contributing analyst Zeus Kerravala.  Fortinet is strategically repositioning itself within the tech industry, focusing on secure networking, secure access service edge and security operations, targeting a combined market potential set to grow from $125 billion in 2023 to nearly $199 billion by 2027. However, challenges loom as it competes with industry giants like Cisco Systems and Palo Alto Networks. To succeed, Fortinet must strengthen its market presence, articulate the benefits of its integrated approach, and foster stronger connections with network professionals and partner ecosystems. “I think even from a channel perspective, they need to get more networking channel partners,” Kerravala said. “They need to be able to speak the language of network administrators versus security administrators that buy networking. I think there’s a learning curve to do there. Fortinet has done a good job with product, but now there are a bunch of other things that revolve around it, including go-to-market, your partner, community certifications.” Check out the latest SecurityANGLE [here](. [Read the latest from the SecurityANGLE]( Samsung wins $6.4B in CHIPS Act funding for Texas complex The U.S. Commerce Department announced yesterday that Samsung Electronics Co. Ltd. will receive up to $6.4 billion worth of federal grants to build a chip complex in Taylor, Texas. The project’s total price tag is expected to exceed $40 billion. [Read more]( siliconangle.com Adobe plans gen AI video editing tools for Premiere Pro Creative software developer Adobe Inc. is rolling out three new generative artificial intelligence tools for Premiere Pro, the company’s video editing software, designed to assist editors with creative workflows that will be coming later this year. [Read more]( siliconangle.com [Join theCUBE for on-site analysis at tech's biggest events]( TheCUBE is bringing you the latest from tech events all throughout April and May. In addition to SAS Innovate, taking place from April 17-18, tune into theCUBE for other tech events, including commercetools Elevate on April 18, the "IBM: Future-Ready Storage" event on Apr. 25 and Dell’s “Building Cyber Resilience” event on Apr. 30. In May, look for Red Hat Summit from May 6-8, the RSA Conference from May 6-9 and Boomi World from May 8-9.*   *Broadcast dates and times are subject to change.   [commercetools Elevate: Apr. 18](   Step into the forefront of commerce evolution with theCUBE! Mark your calendar for Apr. 18 and watch our exclusive coverage of Elevate](. Join us for on-site reporting and expert interviews with industry pioneers, practitioners, analysts and CXOs.   Expert guests include: - Kelly Goetsch, CSO of commercetools - Greg Fancher, EVP and CITO of PetSmart - Jen Jones, CMO of commercetools [Don't miss out!](   [IBM: Future-Ready Storage: Apr. 25](   Join IBM and theCUBE on Apr. 25 for the “[Future-Ready Storage]( event to unlock the secrets of a new purchasing option that provides a modern approach to IT life cycle management. Plus, learn how it can future-proof your storage investments.   TheCUBE will be talking to the experts from IBM, including: - Denis Kennelly, GM at IBM Storage - Sam Werner, VP of storage product management at IBM - Audrey O’Donnell, product manager at IBM FlashSystem - Ian Shave, VP of IBM storage data resilience solutions at IBM - Andy Walls, CTO and chief architect at IBM FlashSystem [Add to your calendar!](   [Dell’s Building Cyber Resilience event: Apr. 30](   Tune in to theCUBE for the “[Building Cyber Resilience]( launch event and learn the latest on cyber resilience from Dell, including the crucial need for organizations to enhance their cybersecurity readiness efforts for the gen AI revolution.    Featured speakers include: - Rob Emsley, director of product marketing at Dell Technologies - Travis Vigil, SVP of product management of the Infrastructure Solutions Group at Dell Technologies - Christopher Bertrand, practice director of data management and analytics` and the enterprise strategy group at Dell Technologies - Rich Colbert, filed CTO of Dell EMC   [Tune in for theCUBE’s exclusive coverage!](   [Red Hat Summit: May 6-8](   Get ready to embark on a journey of discovery with theCUBE at Hat Summit]( from May 6-8, as we unravel the convergence of cloud-native solutions and AI breakthroughs. Tune in to our three-day broadcast where on-site analysts will engage in discussions with leading voices in modern open-source software, gen AI and computer engineering.   [Join theCUBE for live analysis at Red Hat Summit!](   [RSA Conference: May 6-9](   Join the cybersecurity innovation discussions with theCUBE, from May 6-9, at the Conference]( in San Francisco! Tune in for exclusive interviews with data protection experts, developers and analysts, all shedding light on the future of cybersecurity.   [Don't miss theCUBE's live coverage of the RSA Conference!](   [Boomi World: May 8-9](   Elevate your understanding of enterprise computing at World]( in Denver, Colorado, with theCUBE, from May 8-9! Watch our live coverage for exclusive interviews with industry luminaries, software engineers and analysts, providing unique insights into modern API integrations in the era of AI.   [Don’t miss out on theCUBE’s live coverage of Boomi World!]( [Follow all theCUBE's upcoming broadcasts!]( Join theCUBE for special coverage of commercetools Elevate Join theCUBE for special coverage at commercetools Elevate. We bring you on-site reporting and exclusive interviews with industry experts, practitioners, analysts and CXOs to discuss the developments and innovations. 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