Robert Hof – SiliconANGLE

Anthropic cozies up to Elon Musk, IBM makes its case to win in AI, and Cerebras has big IPO plans

Robert Hof — Fri, 08 May 2026 13:00:40 +0000

Money, and desperation, sure can pave over a lot of ill will. This week’s example: Anthropic signed a mammoth deal with Elon Musk’s SpaceX to use all of the computing capacity of SpaceX’s Colossus data center full of AI chips. Yes, that Elon Musk, the one who until this week liked to call Anthropic Misanthropic, […]

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AI lifts clouds even higher, AWS moves up the stack, and Elon and Sam battle in court

Robert Hof — Fri, 01 May 2026 14:00:56 +0000

If anyone thought artificial intelligence was running into a slow patch, let alone running into any fundamental technical or financial hurdles, this week quieted the doubters — at least for now. In a blockbuster week of Big Tech earnings, Alphabet, Amazon, Microsoft and Meta all reported results massively boosted by AI spending by its customers, […]

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At Next, Google aims to dominate the dawning age of agentic AI

Robert Hof — Fri, 24 Apr 2026 13:30:17 +0000

At Cloud Next this week in Las Vegas, Google made its case this week that it has all the pieces — literally the entire “stack” of technologies from chips to models to data management platforms — needed to provide essentially the operating system for AI agents, the autonomous software that is the only thing that seems […]

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AI + quantum, Amazon vs. Starlink and the wide-open US-China internet battle

Robert Hof — Fri, 17 Apr 2026 14:00:59 +0000

Quantum computing keeps gaining momentum even though practically it’s years away from wide commercialization, and World Quantum Day April 14 provided an excuse for a lot of announcements. Among them: Nvidia unveiled AI models for quantum error correction. Dave Vellante and Paul Gillin concluded at Hewlett Packard Enterprise’s quantum day event on theCUBE that artificial […]

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Anthropic tries to keep its new AI model away from cyberattackers as enterprises look to tame AI chaos

Robert Hof — Fri, 10 Apr 2026 15:15:02 +0000

Sure, at some point quantum computing may break data encryption — but well before that, artificial intelligence models already seem likely to wreak havoc. That became starkly apparent this week when Anthropic announced a new model called Claude Mythos that it says is so good at uncovering cybersecurity vulnerabilities that it’s not going to release it […]

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SpaceX’s stratospheric IPO hopes, OpenAI’s ridiculous round and the agentic AI gap

Robert Hof — Fri, 03 Apr 2026 14:00:52 +0000

Can Elon Musk pull off the mother of all IPOs? This week his SpaceX reportedly filed confidentially for a $75 billion initial public offering that could value it at $1.75T. It would be the largest IPO ever, and investors seem to be lining up. Given the state of the world and the economy, there’s a lot […]

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AI agents are about to overtake cybersecurity — for better, or worse?

Robert Hof — Fri, 27 Mar 2026 15:30:51 +0000

Artificial intelligence has been a prime concern for cybersecurity for years, but it took on a new urgency at this week’s RSAC conference in San Francisco. AI agents in particular were the chief concern on everyone’s lips, and no wonder: You’ve got these things that you give access to your data and applications, let them […]

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Nvidia CEO Jensen Huang bids to own the entire AI factory stack

Robert Hof — Fri, 20 Mar 2026 14:00:50 +0000

Nvidia dominated tech news this week, as its hold on the artificial intelligence factory boom only tightened at its annual GTC conference in San Jose. It introduced a raft of updated chips and software as well as partnerships with just about everyone in sight. Check out our extensive coverage below for all the details, and tune […]

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Twenty years after pioneering the cloud, Amazon Web Services chases the next big prize: AI

Robert Hof — Fri, 13 Mar 2026 15:27:02 +0000

As soon as online photo storage startup SmugMug Inc. heard about Amazon.com Inc.’s Simple Storage Service, an online data storage repository that debuted on March 14, 2006, “my eyes got all big,” co-founder and Chief Executive Don MacAskill said at the time. Amazon’s S3, the pioneering service for what soon became known as cloud computing, […]

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AI startups’ funding frenzy, where AWS goes next, and what’s coming at Nvidia’s GTC event

Robert Hof — Fri, 13 Mar 2026 14:00:25 +0000

Massive AI startup funding raged on this week with a couple of billion-dollar-plus rounds for Yann Lecun’s and Mira Murati’s startups, plus multiple multi-hundred-million rounds for vertical startups and tool providers — I mean, look at the AI and Data Money Matters section down there, it’s nuts — plus big funding for data centers too. […]

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Telcos try to hop on the AI train, Anthropic wars with the Pentagon, and agents threaten Microsoft

Robert Hof — Fri, 06 Mar 2026 16:00:26 +0000

Can telecommunications companies leverage artificial intelligence to become, at long last, more than dumb pipes? Or, as so often has happened, will they get left behind in the coming platform shift? Maybe third or 15th time’s the charm, and they certainly tried to make their case at this week’s MWC in Barcelona, with help from […]

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Anthropic’s battles multiply, OpenAI raises its megaround and the SaaSpocalypse widens — but Dell cashes in

Robert Hof — Fri, 27 Feb 2026 16:00:21 +0000

After a few weeks in which Anthropic seemed to making huge strides, not least against its bigger rival OpenAI, it was hit this week by the Defense Department’s threat to force it to let it do anything it wants with its models or face losing a huge business with the feds. To his credit, Anthropic CEO […]

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It’s still frothy in AI, but memory chips now loom as a big bottleneck

Robert Hof — Fri, 20 Feb 2026 15:30:31 +0000

You know AI is still pretty frothy when a company with no product or even publicly stated plans for one gets a billion dollars from the likes of Sequoia and maybe Nvidia, Alphabet and Microsoft. But that’s what Ineffable Intelligence just did. Fei-Fei Li also just raised a billion dollars for her World Labs, though […]

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Anthropic and Databricks raise billions more. Next stop: IPOs?

Robert Hof — Fri, 13 Feb 2026 15:45:06 +0000

Investors are still looking askance at both software-as-a-service and traditional companies that might get disintermediated by AI as well as the AI companies and cloud providers that are spending all that money, wondering if they’ll get the return they’re hoping for. But not to worry too much: Dave Vellante and John Furrier each dug into how […]

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AI torches software stocks, even as investors fret about all that AI factory spending

Robert Hof — Fri, 06 Feb 2026 14:00:18 +0000

Investors think AI is going to kill or at least maim software-as-a-service companies, and a lot more. That seems a tad early, frankly, even if AI could slow SaaS’ growth story — which is why the likes of ServiceNow, Salesforce and even Palantir have seen their stocks hammered. As Dare Obasanjo, a former longtime Microsoft software engineer, put […]

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Musk mulls a megacorp as AI dealmaking shifts into overdrive

Robert Hof — Fri, 30 Jan 2026 14:00:01 +0000

AI dealmaking hit overdrive this week, and it looks like it could stay in high gear for a long time to come. For one, there’s Elon’s potential megacorp, which surely will have X somewhere in the name — maybe three Xs! By various reports, he’s looking at combining xAI, which owns X, the former Twitter, […]

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BitGo kicks off what could be a huge year for IPOs

Robert Hof — Fri, 23 Jan 2026 14:20:26 +0000

In the first big initial public offering of 2026, the crypto platform BitGo shot out of the gate fast as initial trading jumped 25% over the offering price. Investors took a deep breath later, but the stock still rose almost 3% on the day — which means it raised about as much as it could. […]

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AI lifts Alphabet to $4T valuation, but competition remains fierce

Robert Hof — Fri, 16 Jan 2026 14:00:24 +0000

Google parent company Alphabet hit the $4 trillion mark this week, second only to Nvidia in market capitalization, and no wonder. It kept showing off its newfound AI prowess, as Apple will use Gemini in the background for Siri, and Google released a new personalization tool for Gemini as well as a new protocol for […]

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AI, robotics and Nvidia’s CEO dominate the conversation at CES

Robert Hof — Fri, 09 Jan 2026 14:17:50 +0000

Not surprisingly, artificial intelligence dominated the announcements and conversation at CES, as Nvidia announced new AI models and Nvidia, Intel, Advanced Micro Devices, Qualcomm and others debuted new chips focused on AI. In particular, robotics took center stage, especially in the always much-anticipated keynote from Nvidia CEO Jensen Huang (pictured), who wore his fancy shiny […]

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China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play

Robert Hof — Fri, 02 Jan 2026 14:03:01 +0000

It was another light week for news as 2026 kicks off — let’s wish for a Happy New Year! — but once again there was plenty of artificial intelligence news, especially on the dealmaking front. China’s AI boom only seems to be accelerating, not least of which a string of initial public offerings of stock […]

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Place your bets for 2026’s big AI winners: Nvidia, OpenAI or Google?

Robert Hof — Fri, 26 Dec 2025 16:31:50 +0000

It was a light holiday week, but AI never sleeps. I’m going to leave it short and sweet, since you all have better things to do today, just a few bullet points on the big enterprise and emerging tech news: * As AI reshapes the web, search engine optimization’s heyday for advertisers is starting to […]

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Investors can’t get enough of OpenAI and Databricks — Oracle, not so much

Robert Hof — Fri, 19 Dec 2025 15:00:54 +0000

The artificial intelligence money scramble continues all the way into the end of the year, as OpenAI may raise $10 billion from Amazon, perhaps part of as much as $100 billion from a range of investors, at a valuation of $750 billion. And Databricks is doing a $4 billion Series L round — first time […]

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Disney does a dubious deal with OpenAI, even as trust in AI wanes

Robert Hof — Fri, 12 Dec 2025 14:00:41 +0000

Artificial intelligence has now conquered the most hard-ass copyright defender of all — Disney — as the media giant did a $1 billion deal with OpenAI this week to allow use of a bunch of characters in its Sora video creation model. Disney CEO Bob Iger may feel he had no choice but to join the […]

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At re:Invent, AWS strikes back in AI with new chips, models — and a story

Robert Hof — Fri, 05 Dec 2025 14:00:49 +0000

This week was all about AWS re:Invent, the biggest cloud conference of the year — which also makes it by definition, these days, one of the biggest AI conferences of the year. The headlines from our 20 or so stories plus more interviews from theCUBE tell the story. But the gist is that if CEO […]

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Uh-oh, accounting concerns circle the AI boom

Robert Hof — Fri, 28 Nov 2025 15:53:47 +0000

As investors start to care about returns from all the spending on artificial intelligence, accounting is becoming a big topic of concern. In his Breaking Analysis this week, Dave Vellante makes the case that GPUs have plenty of legs, quelling most concerns that lengthening depreciation times are a red flag. That said, Meta is particularly, […]

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AI wars: Microsoft pitches the agent superstore, Google models ace tests and OpenAI looks over its shoulder

Robert Hof — Fri, 21 Nov 2025 16:21:14 +0000

Those were sighs of relief you heard from investors after Nvidia reported better-than-expected earnings, putting off for awhile longer worries about an AI bubble. But they quickly turned into sighs of resignation. Nvidia’s stock ended up declining 3% on Thursday as enthusiasm for richly valued tech stocks wore thin, even for the wealthiest of them […]

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Amazingly, AI companies are still short of data centers — but not money to build them

Robert Hof — Fri, 14 Nov 2025 16:59:33 +0000

Data centers must be the most boring buildings in the world to look at, but it’s hard to keep our eyes off them these days. Anthropic said this week it’s going to spend $50 billion on data centers just in the U.S. Meta just did a $3 billion deal with Nebius — and the only […]

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Despite big AI infrastructure deals, investors get nervous about the payoff

Robert Hof — Fri, 07 Nov 2025 16:39:29 +0000

Big artificial intelligence infrastructure deals are multiplying as everyone scrambles for compute capacity. Amazon Web Services did a $38 billion deal to provide OpenAI with compute and a $5.5 billion deal with Cipher Mining to hedge its bets, while Microsoft is spending $7.9 billion to quadruple its capacity in the UAE and did its own […]

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Rising AI tide lifts all cloud boats, but investors get more choosy

Robert Hof — Fri, 31 Oct 2025 15:19:26 +0000

Nvidia kept pressing its advantage in AI chips this week at its first Washington, D.C.-based conference, marshaling a lot of friends in support of all its technologies, from HPE and Nokia to Samsung, which is teaming up to build an AI Megafactory for chip manufacturing and more. To underscore that point, Nvidia’s market cap just hit $5 […]

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For better or worse, it’s still full speed ahead for AI factories

Robert Hof — Fri, 24 Oct 2025 14:36:35 +0000

Despite a rising drumbeat of worries about an AI bubble, AI clouds and factories keep growing like crazy. Just this week, Anthropic and Google announced a multibillion-dollar cloud deal, “neocloud” Crusoe raised $1.3 billion and Uniphore raised $260 million. In addition, OpenAI, Oracle and Vantage announced a new $15 billion data center in Wisconsin. For a […]

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