On theCUBE Pod: Tech earnings, AI’s uncertain future and Intel’s uphill battle

theCUBE analysis & upcoming broadcasts [On theCUBE Pod: Tech earnings, AI’s uncertain future and Intel’s uphill battle]( In episode 45 of Pod]( theCUBE Research analysts John Furrier and Dave Vellante discuss AI, cybersecurity challenges, the media industry's evolving landscape and the impact of AI investments by major tech companies, such as Intel, Microsoft, Amazon, Google and Nvidia. Up for discussion, the ongoing talent gap between traditional IT and supercloud capabilities, mentioning VMware as a potential solution.   The conversation also delves into the importance of platform engineering for the next generation and the role of hardware and chips in meeting AI demand. Additionally, they speculate about the future of IPOs, cybersecurity and journalism while emphasizing the need for trusted networks in the evolving digital communication landscape. Intel in particular was mentioned as the company's shares fell more than 10% in after-hours trading after the company provided a lower sales forecast. AI may be everywhere, except for when it comes to Intel, Vellante added. Multiple startups want to be a part of the supercloud abstraction layer, according to Furrier. “If you can't run your apps across clouds, then you're going to have challenges on the operations side. I think -- and I predicted this last week on the Pod and multiple pods for that platform -- engineering has to be in place for this next generation, and there's not enough talent. The talent gap between traditional IT and supercloud-like capabilities will be an issue.”   You can catch the latest theCUBE Pod. [Watch the full episode]( Deepfakes in the wild, more big AI funding rounds and more If you thought social media was a problem for the 2016 and 2020 elections, look out: This week the political deepfakes arrived, as bad actors created videos and audio impersonating President Joe Biden and others. [Read more]( siliconangle.com [Breaking Analysis: Enterprise Technology Predictions 2024]( In this week’s episode of Analysis]( with theCUBE Research's Dave Vellante and ETR's Erik Bradley, the discussion revolves around the challenges of making measurable predictions about the future of enterprise technology in 2024. They discuss various topics, including macro-IT spending, the impact of AI, AI ROI, cybersecurity, M&A activities, data quality, governance skills, momentum in the industry and technology priorities for 2024.   Vellante shares his process of reviewing over 1,000 predictions, highlighting the most inspiring and categorizing by topic. They emphasize that AI is not a one-size-fits-all solution, and that market leaders are likely to excel by effectively embedding and embracing AI. They also introduce the concept of the power law, suggesting that a few dominant players will emerge in 2024. While 90% of work still happens on-premises, according to the prevailing narrative, a significant portion of this is actually in the telecommunications sector, according to Vellante. The telecommunications market is likely as large as the conventional IT market. Once telecommunications are excluded, a substantially larger proportion of workloads are found to be in the cloud.   "It's not so much a story of migration anymore; it's a battle for new work, new workloads, new spending," he said. "Much of that AI work is being done in the cloud today. But because of the reasons that we mentioned before and the whole discussion that we had talked about around the long tail of the gen AI power law -- and the fact that budgets just aren't going through the roof like in 2020 and 2021 -- people have to make choices and they have to make trade-offs.”   Read Dave Vellante’s complete Breaking Analysis. [Get the free report]( The analyst angle on CES, from AI to sustainability Our research team's Rob Strechay delves into top themes at CES 2024, illustrating their impact through examples from key players in the industry. It reflects on how these trends are reshaping consumer and enterprise technology landscapes. [Read more]( thecuberesearch.com Top News: Editor's Picks Amazon ends $1.7B acquisition deal for iRobot Amazon.com Inc. announced yesterday that it has called off its planned acquisition of robot vacuum Roomba maker iRobot Corp. after the deal faced increased attention from regulatory agencies in the United States and the European Union. [Read more]( siliconangle.com AI startup Sema4.ai raises $30.5M Sema4.ai announced a $30.5 million funding round, led by Benchmark and Mayfield Fund. Sema4.ai is led by Chief Executive Rob Bearden (pictured), who previously held the same role at data management provider Cloudera Inc. [Read more]( siliconangle.com [TheCUBE has you covered when it comes to tech events through May]( Don't miss theCUBE's large lineup of tech events through the month of May. It all starts with MWC Barcelona from Feb. 26-29. Up next is Supercloud 6 on Mar. 12, KubeCon EU from Mar. 19-22 and Google Cloud Next from Apr. 9-11. Then, stay tuned in May for Red Hat Summit/AnsibleFest and RSA Conference.*   *Broadcast dates and times are subject to change.   [MWC Barcelona 2024: Feb. 26-29](   Join theCUBE for our exclusive coverage of World Congress EU 2024]( in Barcelona from Feb. 26-29. During the event, the focus will be on the evolving telecom industry. TheCUBE Research analysts talk with industry experts as they address the challenge of modernizing steadfast yet dependable telecom infrastructure, with a strategic focus on enhancing edge computing capabilities to seamlessly accommodate the impending surge of 5G consumer deployments by 2025.   [Save the date!](   [KubeCon + CloudNativeCon Europe 2024: Mar. 19-22](   Join theCUBE for our exclusive live coverage of + CloudNativeCon EU]( the Cloud Native Computing Foundation’s flagship conference in Paris from Mar. 19-22. Gain insights from industry executives and analysts as they convene to propel the education and evolution of cloud-native computing. Our analyst-led conversations will bring you firsthand insights from thought leaders at the forefront of enterprise computing technology innovation.   [Add to your calendar!](   [Google Cloud Next: Apr. 9-11](   Embark on a live coverage journey into the world of cloud innovation with theCUBE at [Google Cloud Next '24]( from Apr. 9-11. Join the discussions in real time as we bring you analyst-led conversations with thought leaders, customers and partners to gain firsthand experience in cloud operations.   [Don’t miss it!](   [Upcoming events on theCUBE](   Tune in to theCUBE for our lineup of events scheduled through the first quarter of March to May, including Supercloud 6, Red Hat Summit and the RSA Conference.   - [Supercloud 6]( – March 12: Join theCUBE at Supercloud 6 on March 12 for an exclusive editorial event hosted by SiliconANGLE, theCUBE and theCUBE Research. Check out for the latest on theCUBE’s Supercloud Series. - [Red Hat Summit and AnsibleFest 2024]( – May 6: Join theCUBE at Red Hat Summit and AnsibleFest for the latest on innovation, collaboration and expanding expertise in the realm of technology and automation. - [RSA Conference 2024]( – May 6: Tune in to theCUBE to learn the latest innovations in cybersecurity. In the constantly evolving landscape of cybersecurity, embracing innovation and creativity becomes crucial. [Follow all theCUBE's upcoming broadcasts!]( SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.ccsend.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](