Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
AI agents are on the march, but will they justify the endless big spending on AI?
Agentic artificial intelligence, the notion of AI agents that can semiautonomously conduct a series of tasks without much human involvement, gained even more momentum this week, as OpenAI said its Operator agent is coming in January. David Linthicum tells us what else is coming in agentic AI, though it’s also worth pointing out that it’s mostly talk ...
THIS WEEK IN ENTERPRISE
Is generative AI hitting a ceiling? Maybe, but investors don’t care
Of course the presidential election looms over everything, and I’ll just say one thing: Any executives or investors counting on President-elect Donald Trump keeping the vast majority of promises he has made are not as smart as they think they are. Maybe they just want their taxes and regulations cut, and they may well get those. ...
THIS WEEK IN ENTERPRISE
AI drives a cloud resurgence, but it’s costing a lot
Generative artificial intelligence is driving a resurgence in cloud spending, as earnings results from Amazon Web Services and Google this week both saw upside from forecasts. Even Microsoft’s disappointing Azure revenue forecasts came from not having enough infrastructure to support more business, a factor Amazon CEO Andy Jassy also mentioned — and excessive demand isn’t a bad problem to ...
THIS WEEK IN ENTERPRISE
AI model madness vs. AI model skeptics
New artificial intelligence models keep arriving every day — make that several times a day now, judging from the list below — and you have to wonder if customers can keep up. What do you bet your company on, when an even shinier new one arrives by lunchtime? Moreover, doubts remain about whether the current ...
THIS WEEK IN ENTERPRISE
Data centers try to cool it as AI explodes, and Big Tech goes nuclear
What a turnaround for nuclear power — and it’s all thanks to artificial intelligence. This week two more Big Tech companies bet on nukes as Google and Amazon joined the party Microsoft started a few weeks ago. All that training of AI models takes a lot of power. And that’s despite, or because of, the fact that AI models are ...
THIS WEEK IN ENTERPRISE
AMD doubles down on AI, Google faces possible breakup and ‘causal AI’ is coming
Concerns are mounting over when and how all this investment in artificial intelligence will pay off — even at AI leader OpenAI, which reportedly predicts it will lose $14 billion in 2026 on $100 billion in revenue and won’t make a profit until 2030. Still, the money keeps pouring into AI companies, from $250 million ...
THIS WEEK IN ENTERPRISE
OpenAI sets a VC fundraising record — but can it fulfill the promise?
If OpenAI could just monetize all the ink that gets spilled on the company, perhaps it could justify raising such a crazy amount of money this week. And get this: The $6.6 billion round, at a (gulp) $157 billion valuation, the biggest VC round ever, won’t even be enough to relieve CEO Sam Altman from having to ...
THIS WEEK IN ENTERPRISE
OpenAI’s talent exodus: Sam Altman says everything’s fine and superintelligence is on the way!
This week brought yet another big shakeup at OpenAI, as Chief Technology Officer Mira Murati and others quit. But CEO Sam Altman seems to be cementing his control. And Chief Financial Officer Sarah Friar said in a memo that OpenAI’s oversubscribed (no, really?) funding at a $150 billion valuation is set to close next week. ...
THIS WEEK IN ENTERPRISE
AI boosts nuclear power, Salesforce bets on agents, and the remote-work era winds down
Artificial intelligence infrastructure is taking really big bucks now to build out, as BlackRock and Microsoft joined this week to invest up to $100 billion in AI data centers and power projects. And that’s not all: Microsoft also teamed up with Constellation Energy to restart the Three Mile Island nuclear power plant to fuel its demand ...
THIS WEEK IN ENTERPRISE
AI bears fruit: Apple slowly infuses AI into iPhones, OpenAI debuts first Strawberry models
This was the week that Apple finally infused artificial intelligence into its new iPhones, Watches and AirPods, though some of features won’t be coming for a bit and overall, the AI stuff seemed a little underwhelming. The medical features such as AirPods’ ability to serve as FDA-grade hearing aids and sleep apnea detection, though, look great. ...