Join us live today! TheCUBE is at Dell Tech World, IBM Think & Informatica World!

Analyst-led discussions, real-world insights and more [Don't miss theCUBE's live coverage of Dell Tech World and Informatica World]( Join theCUBE for live coverage of Technologies World]( and World]( in Las Vegas. We provide on-site reporting and exclusive interviews with industry experts, analysts and practitioners as our research analysts discuss the latest developments driving AI adoption in the enterprise.   At Technologies World]( theCUBE is exploring how Dell is advancing hyperconverged efforts to make AI real, from the ground to the cloud. Expert guests include Dell's:   - Michael Dell, founder and CEO - Jeff Boudreau, chief of AI - Travis Vigil, SVP - Shannon Champion, VP of product marketing   At World]( theCUBE will get to the heart of innovations in AI architecture and cloud modernization within the enterprise computing community. Our analysts will speak with industry experts, including:   - Amit Walia, CEO of Informatica - Graeme Thompson, CIO of Informatica - Austin Walsh, managing director of US healthcare data and AI at Microsoft - Neil Mendelson, VP of big data and advanced analytics at Oracle - Rik Tamm-Daniels, group VP of technology alliances at Informatica   [Visit theCUBE for the latest in AI and cloud modernization.]( [Join theCUBE's coverage!]( [On theCUBE Pod: The AI wars enter a new phase as Adam Selipsky steps down]( In this week's edition of [theCUBE Pod]( industry analysts John Furrier and Dave Vellante dig into tech's top headlines of the week, including highlights from Google I/O, AWS' new chief and the implications of OpenAI's new multimodal version demo. Get a preview of theCUBE's coverage of Dell Tech World and highlights from recent events, including NetApp Converge, Alteryx Inspire, Red Hat Summit, Boomi World and RSAC.   Up first, the competitive landscape of AI technology was highlighted by a leadership change at AWS, with Matt Garman to step in as the new CEO as of June 3. They also discuss AWS' missed opportunity in acquiring OpenAI, which bolstered Microsoft's position in the market.   “Jassy made a good call, and I think Selipsky should be commended,” Furrier said. “I've got to say every single meeting I was in, he was on point. He was like, ‘I think more sales and marketing,’ not a product-led CEO. He was customer-led. They need a product-led CEO. I think Garman brings that to the table.”   The Evolving role of data management in AI   The conversation also explores the advancements in AI models and the strategic shifts major tech companies are making to stay competitive. This is marked by the evolving role of data management as companies embrace technological innovation to maintain a competitive edge.   Check out the latest theCUBE Pod. [Watch the full episode]( Google roars back in AI. Here's the week's top stories If anyone thought Google was going to continue to lose ground to Microsoft and OpenAI in the artificial intelligence era, its I/O conference this week in Mountain View proved that perception is premature at best. [Read more]( siliconangle.com [Power play in hybrid AI: IBM and Dell in focus]( In this week’s episode of Analysis]( Dave Vellante, chief analyst at theCUBE Research, highlights the impact of the Microsoft-OpenAI partnership, which has driven a significant capital expenditure surge in cloud computing and AI infrastructure.   Last quarter, AWS, Google, Microsoft and Meta invested around $40 billion primarily for GPUs and AI infrastructure, marking a shift toward hybrid AI. This approach balances on-premises and public cloud workloads, addressing data locality, sovereignty, compliance and privacy concerns.   “As cloud-first remains hybridized, i.e., a more balanced approach between on-prem and public cloud workload placement, we believe a similar pattern will emerge with AI, and more specifically what we're calling hybrid AI,” Vellante said. “Our data shows that public cloud growth for AI workloads is going to continue to expand at a significantly faster pace than those on-prem workloads.”   An evolving AI landscape   The episode spotlights IBM and Dell as key players poised to benefit from the AI wave, supported by strong financial performance and strategic positioning in hybrid AI environments. Dell's remarkable stock performance and IBM's robust market presence, despite legacy challenges, underscore their pivotal roles in this evolving landscape.   “Dell is a completely different animal than IBM, although they are birds of a feather that they're going after the hybrid model,” Vellante said. “Dell's legitimate claim is they are really the most substantial and maybe one of the only end-to-end infrastructure technology companies from laptops to servers to storage with a large portfolio that stretches from data centers to the cloud and all the way out to the edge.”   Read more of Dave Vellante’s Breaking Analysis. [Get the free report]( Microsoft debuts Copilot+ PCs with AI & security boosts Microsoft debuted Copilot+, a technical standard for PCs optimized to run AI models. Executives detailed the specification at an event at the company’s Redmond, Washington headquarters. [Read more]( siliconangle.com Dell expands AI-focused hardware,tightens Nvidia alliance Dell Technologies Inc. is making its case for keeping customers’ AI workloads on-premises with a long list of new and enhanced products being announced at Dell Technologies World in Las Vegas under its recently introduced Dell AI Factory. [Read more]( siliconangle.com [TheCUBE brings you exclusive access to tech titans]( TheCUBE offers real-time insights into generative AI, quantum computing, business intelligence and edge computing. Catch our coverage of Informatica World and Dell Technologies World (May 20-22). And stay tuned for our on-demand coverage of IBM Think. Then, join us in June for the Snowflake Data Cloud Summit (June 3-6) and HPE Discover (June 18-20)*   *Broadcast dates and times are subject to change.   [IBM Think: On Demand](   Catch theCUBE's on-demand coverage of Think]( this week. We offer in-depth reporting and exclusive interviews exploring the cutting edge of enterprise AI. Join us for analyst-led discussions with top thought leaders in data platforms, business intelligence and AI infrastructure, providing valuable insights into the latest computing breakthroughs. Dive into the evolving world of hybrid cloud architecture, AI operations and the fascinating realm of quantum computing. Experts include:   - Varun Bijlani, global managing partner of hybrid cloud services at IBM - Hillery Hunter, CTO of infrastructure and general manager of innovation at IBM - Ritika Gunnar, GM of data and AI at IBM - Mohamid Ali, COO of IBM Consulting - Ruth Sun, global managing director of strategic partnerships at IBM - Harsh Mantri, product strategy lead at Samsung Electronics America   [Don’t miss theCUBE’s on-demand coverage!](   [Snowflake Data Cloud Summit: June 3-6](   Join theCUBE live from June 3-6 for the Data Cloud Summit](. Our team of analysts will be on-site, providing exclusive interviews and in-depth reporting with data platform experts, CXOs and analysts. Tune in to theCUBE to get a closer look at the opportunities and challenges of today's generative AI landscape.   [Register now!](   [HPE Discover 2024: June 18-20](   From June 18-20, theCUBE brings you live coverage of Discover](. Our team of research analysts will be on location, offering real-time reporting and exclusive interviews with industry leaders. Tune in as we explore the latest developments and groundbreaking innovations in gen AI architectures. TheCUBE analysts will assess advancements in edge-to-cloud computing, providing unparalleled insights into HPE's dynamic ecosystem.   [Add to your calendar!]( [Follow all theCUBE's upcoming broadcasts!]( [theCUBE presents the HPE Discover 2024 Preview]( Snowflake Data Cloud Summit 2024 Join theCUBE for live coverage at Snowflake Data Cloud Summit. We bring you on-site reporting and exclusive interviews with data platform experts, CXOs, analysts and investors to discuss the ecosystem opportunities and challenges for today's... 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