Dave Vellante's Breaking Analysis: The AI Era Brings NVIDIA, Broadcom and the Tech Industry to a Inflection Point
Data:illions of dollars are flowing toward artificial intelligence (AI) as companies ranging from startups to giants like [IBM Microsoft Amazon Web Services (AWS)] embrace the technology. Enterprise Technology Research (ETR) data indicates spending on AI systems will reach $33B in 2023 and grow to $52B by the end of 2024, highlighting the ongoing wave of investment in the sector.
Among the companies poised to capitalize on this trend are Nvidia and Broadcom, each with dramatically different but overlapping strategies that may be headed for an eventual collision course. Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE's theCUBE with spending data from ETR. branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR's proprietary spending data set.
This week on Breaking Analysis, SiliconANGLE and theCUBE go live from Nvidia's GTC conference and Broadcom's investor day to discuss the expanding breadth of AI and how the two companies are leading the way with dramatically different but overlapping strategies that may be headed for an eventual collision course. You can watch the full video analysis here.
Nvidia and Broadcom are currently the two best-positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade, but the key is that they are enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves. The unintended consequence of AI's unchecked growth is that it could lead to a skills gap and a lack of diversity in the industry. The AI era has arrived, and it's here to stay. The question is, who will lead it?
This week on Breaking Analysis, SiliconANGLE and theCUBE look at some of the most significant tech companies leading the AI charge, including Nvidia and Broadcom. We also discuss the unintended consequences of AI's unchecked growth and how it could lead to a skills gap and lack of diversity in the industry. You can watch the full video analysis here.
AI is driving growth for Nvidia and Broadcom, but what about the broader tech industry? This week on Breaking Analysis, SiliconANGLE and theCUBE look at the AI era's impact on tech's biggest players, including IBM, Microsoft, and AWS. We also discuss the implications of AI's unchecked growth on the tech industry's talent pool. You can watch the full video analysis here.
AI has caught the attention of tech giants like IBM, Microsoft, and AWS, but what about the broader business world? This week on Breaking Analysis, SiliconANGLE and theCUBE look at the business case for AI and how it can help companies across various industries. We also discuss the latest developments in AI and how they could impact the business world. You can watch the full video analysis here.
AI has revolutionized many industries, but it has also raised several ethical concerns. This week on Breaking Analysis, SiliconANGLE and theCUBE look at the ethical implications of AI and how it can impact individuals, societies, and the environment. We also discuss the need for ethical guidelines in AI development and use. You can watch the full video analysis here.
AI has been a game-changer for many industries, but it's essential to consider its impact on jobs and skills. This week on Breaking Analysis, SiliconANGLE and theCUBE examine the relationship between AI and the workforce. We discuss the potential jobs AI could create and how it could transform existing jobs. We also explore the skills needed to work with AI and how to bridge the gap between AI and the workforce. You can watch the full video analysis here.
AI has been a hot topic in the tech world, but its impact on the enterprise is still unclear. This week on Breaking Analysis, SiliconANGLE and theCUBE look at the potential enterprise impact of AI and how it could affect businesses in various industries. We also discuss the challenges of implementing AI in the enterprise and how to overcome them. You can watch the full video analysis here.
AI has been a topic of intense discussion in the tech world, but its impact on various industries is still uncertain. This week on Breaking Analysis, SiliconANGLE and theCUBE look at the impact of AI on different industries, including finance, healthcare, and manufacturing. We also discuss the need for AI standards and how to ensure its responsible use. You can watch the full video analysis here.
Episode 221: The Expanding Breadth of AI
Title: Dave Vellante's Breaking Analysis: The complete collection
Content: Episode 221 - The Expanding Breadth of AI
Episode 220 - Navigating NVIDIA & the AI Trade - Sell, hold or double down?
Episode 219 - Why CrowdStrike is separating from the cybersecurity pack
Episode 218 - The unplanned genius of Broadcom's route to AI dominance
Episode 217 - Cloud optimization wanes as AI slowly lifts off
Episode 216 - Intel Foundry is a bold bet filled with uncertainty
Episode 215 - Slicing the Gordian Knot - A leap to real time systems of truth
Episode 214 - Enterprise Technology Predictions 2024
Episode 213 - 2024 IT spending outlook shows cautious start with optimistic finish
Episode 212 - Unifying intelligence in the age of data apps
Episode 211 - Grading Our 2023 Enterprise Technology Predictions
Episode 210 - David vs Goliath reimagined - OpenAI's approach to AI supervision