Dissecting OpenAI's burn rate, reporting live at Teradata Possible, more

Join theCUBE at Cloudera EVOLVE, plus a Dell-Intel exclusive for Cybersecurity Awareness Month   [Live this week on theCUBE: Teradata Possible, Dell's Partnership for Smarter Security & Cloudera EVOLVE]( Get ready for theCUBE’s live coverage of three major events this week: [Teradata Possible]( on October 8, Dell’s [Partnership for Smarter Security]( event on October 9 and Evolve24]( on October 10. Our analysts will have keynote breakdowns and expert deep dives on cutting-edge data, enterprise AI and security advancements.   First, join theCUBE at Possible]( for exclusive on-site interviews, including Teradata CEO Steve McMillian, CISO Billy Spears and CPO Hillary Ashton. We'll dive into the innovations within Teradata’s ecosystem as the company marks 45 years by pushing the boundaries of data through its Trusted AI initiative.   Next is theCUBE's exclusive broadcast with Dell Technologies and Intel experts during the for Smarter Security event]( exploring the evolving cybersecurity landscape. Topics include Dell's use of AI-driven tools, strategic partnerships and proactive strategies for detecting and responding to cyber threats. What’s the future of quantum-class security, and how does collaboration fit into data resiliency?    Finally, at Evolve24]( theCUBE will provide live discussions on the shifting landscape of hybrid data and modern analytics. Discover how these advancements drive the future of AI-powered solutions.   [Add theCUBE's broadcasts to your calendar!]( What’s new from [theCUBE Research]( [On theCUBE Pod: OpenAI’s massive funding, Brad Gerstner’s big bet, and can Google keep pace?]( In the latest episode of [theCUBE Pod]( our founding analysts John Furrier and Dave Vellante discuss OpenAI’s historic venture capital raise, exploring its potential to become a trillion-dollar company.  Furrier recaps his time at the IA40 Summit, spotlighting the keynote where Altimeter CEO Brad Gerstner presented his investment thesis on OpenAI. Compared to other movers and shakers, OpenAI’s growth rivals that of Google and Facebook. But will popularity be enough to fend off competition?   The episode also covers concerns about OpenAI’s burn rate, competitive positioning against companies such as Nvidia and the impact of rising discussions around AI safety and governance. Additionally, Google’s AI initiatives, such as NotebookLM, are examined, raising questions about whether the company can keep pace in the evolving AI landscape.   [Weekly rants with John and Dave](   [Desperately seeking AI ROI as IT budgets tighten]( In this week’s [Breaking Analysis]( Vellante discusses tightening IT budgets and the ongoing challenge of achieving a tangible return on investment from artificial intelligence initiatives. Digging into recent data from Enterprise Technology Research, Vellante details how organizations are funding AI by reallocating from other budget areas, with 2024 expected to see modest AI spending, as most companies anticipate investments under $100,000. Despite these constraints, optimism around AI's potential to drive productivity remains high.  IT spending forecasts have dipped to 3.4% growth for 2024, with companies focused on reducing headcount and consolidating vendors, though consolidation in sectors such as cybersecurity remains challenging. Cloud spending continues to play a critical role in supporting AI workloads, but AI still represents a smaller portion of overall cloud budgets.   [Get The Free Report](   In the news read more on [siliconangle.com]( [OpenAI sets a VC fundraising record — but can it fulfill the promise?]( If OpenAI could monetize all the attention it gets, it might justify this week’s massive funding. The $6.6 billion round at a $157 billion valuation, the largest ever, likely won't stop CEO Sam Altman from needing to raise more next year for Nvidia chips and rapid product development.   [Study up on fresh enterprise tech trends](   [Navigating and securing open source in the cloud-native era]( Get the latest report from theCUBE Research Principal Analyst Rob Strechay, where we explore the current state of OSS usage in enterprises, the associated security risks, and strategies to address these challenges and why “shift-left” alone is not enough. Dive in with a use case from Kosai in this special AnalystANGLE. [Get the full report | theCUBEresearch.com]( [3 insights you missed from VAST Data’s Cosmos launch]( There’s an evolution of a new software layer that’s pointing to the rise of modern AI infrastructure. VAST Data wants to be front and center for the enterprise AI movement, detailing its new InsightEngine and what it means to have Nvidia’s close partnership, in this exclusive for theCUBE.     [Get the Cosmos afterglow]( [NYSE and its parent company, ICE, join judging panel for awards program]( The Tech Innovation CUBEd Awards are heating up, and the competition is impressive! We're seeing groundbreaking innovations and game-changing companies vying for recognition. Don't be left wondering, "What if?" Apply today to be among the visionaries celebrated for pushing the boundaries of technology: [thecube.net/awards](. We are thrilled to welcome to the judging panel [Brian Baumann]( NYSE Director of Capital Markets, Technology, and [Anand Pradhan]( Intercontinental Exchange’s (parent company of NYSE) Head of AI Center of Excellence. Don't let your competitors steal the spotlight – your last chance to secure the Early Rate is Friday, October 18, at 11:59 p.m. PT.  Winners will be featured–at no additional fee–in video interviews with theCUBE Research analysts and showcased on SiliconANGLE.com. Submit your entry at [thecube.net/awards](. On-site analysis  watch live at [thecube.net]( Prepare for theCUBE’s in-depth analysis at several key industry events this October and November, including Celosphere, Dell and Nvidia’s “Making AI Real With Data” and KubeCon NA.* *Broadcast dates and times are subject to change.   Dell: Making AI Real With Data | Oct. 15 Don’t miss theCUBE’s coverage of the AI Real With Data" event]( on Oct. 15-16, presented by Dell Technologies and Nvidia. Explore exclusive insights on AI innovation, with broadcasts for the on Oct. 15 and on Oct. 16. Celosphere | Oct. 23-24 Catch theCUBE’s live coverage of 24]( from Oct. 23-24, featuring on-site reporting and exclusive interviews with data platform experts, practitioners and analysts as we explore the latest innovations in enterprise computing. KubeCon NA 2024 | Nov. 12-15 Join theCUBE’s live coverage of + CloudNativeCon NA 2024]( from Nov. 12-15, as industry leaders and analysts gather to advance cloud-native computing. Our expert discussions will offer valuable insights from innovators driving enterprise technology forward.     Extracting the signal from the noise since 2010. [SiliconANGLE.com]( [theCUBE.net]( [theCUBEResearch.com]( are part of the SiliconANGLE Media Inc. Brand Network. All Rights Reserved. Follow theCUBE on [YouTube]( [X (Twitter)]( or [LinkedIn](   SiliconANGLE Media Inc. | 5 Mount Royal Suite 280 | Marlborough, MA 01752 US [Unsubscribe]( | [Update Profile]( | [Constant Contact Data Notice]( [Constant Contact](