It’s time to prepare for the re:Invent Amazon Web Services conference starting Monday in Las Vegas – the biggest cloud computing conference of the 12 months.
To prepare, try our latest release Special report: AI and the cloudwith exclusive articles, interviews and evaluation, and all the massive news coming next week. We take a deep dive into AWS Annapurna Laboratories chip operation and in addition analyze prospects for the most well liked latest thing in AI: agentsand in addition significant challenges for his or her implementation.
Additionally, CUBE Research analyst John Furrier interviewed top AWS executives ahead of re:Invent, including head of artificial intelligence and data Swami Sivasubramanian, head of enterprise solutions Colleen AubreyVP programming experience Deepak SinghAND Dilip Kumarhead of Q for Business.
Next week we’ll have all of the news from re:Invent’s speeches and interviews, together with evaluation from CUBE Research and interviews at theCUBE.
In other news last week, big money continues to flow into cybersecurity because Halcyon raised $100 million AND N-able acquired Adlumin for $266 million.
TheCUBE Research Principal Analyst Dave Vellante assessed its forecasts for 2024. ChatGPT gave him an A-, but he gave himself a B.
There were mixed earnings reports this week leading as much as Thanksgiving, however the stock market saw some notable guidance disappointments from Dell, HP, CrowdStrike and Workday. In the meantime, Pony AI’s IPO was a disappointment also.
There are also a number of earnings reports coming out next week, including Hewlett Packard Enterprise, UiPath, Salesforce and Zscaler.
Here’s an evaluation of this week’s news from SiliconANGLE and more:
Artificial intelligence and data: all AI in AWS at re:Invent
Check out our latest special report on the intersection of cloud and artificial intelligence ahead of the annual AWS re:Invent conference, December 2-6 in Las Vegas. As at almost every technology conference, artificial intelligence will likely be the star. We’ll have all of the news from re:Invent, in addition to exclusive interviews from theCUBE and evaluation from theCUBE Research.
Special report: AI and the cloud
First, let’s dive into Annapurna Labs, Amazon’s accelerator chip company in Austin, Texas: Amazon’s AI secret weapon: An exclusive take a look at how Annapurna Labs’ AWS chips work
We delved into the guarantees and dangers of agent-based AI, which will likely be a significant topic at re:Invent — and almost every tech conference thereafter: Security and reliability are about AI mania Let’s take a more in-depth take a look at the challenges behind the hype: AI agents are practical. Reliability is one other matter
John Furrier also interviewed the director implementing AWS for enterprise applications: Colleen Aubrey: Leading AWS’ daring path to enterprise solutions and vp of AI and Data Swami Sivasubramanian: : Inside the AI revolution: Swami Sivasubramanian on generative artificial intelligence, agentic systems, and the AWS vision. He also interviewed Deepak Singh, VP of Next Generation Developer Experience at AWS: Revolutionizing Software Development: Deepak Singh on Gen Artificial Intelligence, AWS Q Developer, and the Future of Coding and Q CEO Dilip Kumar on the upcoming golden age of business productivity: Transforming the best way business works: Dilip Kumar on Q for Business, the AI gene and the AWS productivity vision
Furrier will likely be posting more about his exclusive interviews with AWS executives ahead of re:Invent, most notably on Sunday evening with AWS CEO Matt Garman.
Worth reading
Dave Vellante did quite well along with his 2024 predictions, many of which, unsurprisingly, involved artificial intelligence: Breakthrough Analysis: An assessment of our enterprise technology forecasts for 2024
A often provocative post from Gary Marcus asks whether generative AI scaling is hitting a wall: A brand new AI scaling game?
Some good advice on AI hints from Ethan Mollick: Getting began with AI: ok suggestions
New models and services
IBM is bringing its strongest Granite AI models to the Amazon cloud
An open source anthropic protocol for connecting artificial intelligence models to datasets and tools
Amazon is reportedly developing a brand new multimodal language model
Report: xAI is working on a brand new consumer chatbot and AI model
Nvidia’s latest music generation model, Fugatto, creates ‘never-before-heard sounds’
Ritual and FLock.io are collaborating on a decentralized artificial intelligence model
Luma AI updates Dream Machine with latest Photon image generation model and more
Artists briefly lose access to OpenAI’s Sora video generator
Embarrassment he thinks digging into the hardware
AI2 releases latest language models competitive with Lamy Meta
Money matters
Inflection AI acquires automation startups BoostKPI and Jelled.ai
AI-powered protein discovery platform Cradle has raised $73 million
Eon raises one other $70 million at a $1.4 billion valuation for its cloud backup platform
A brand new startup called /dev/agents led by former Google CEO and Meta Tech leaders raises $56 million for AI agents
Voice AI startup PlayAI is raising $21 million to power a brand new generation of more human-like AI agents
Pyramid evaluation secures $50 million in financing from BlackRock
There is more artificial intelligence AND big data news on SiliconANGLE
Around the corporate: Muted prospects are depressing corporate shares
Policy
The FTC is reportedly launching an antitrust investigation into Microsoft’s cloud, artificial intelligence and cybersecurity practices
Canada Competition Bureau seeks to force Google to get rid of promoting tools in antitrust lawsuit
Money matters
Dell shares fall on weak outlook as more customers hold off on purchasing next-generation AI servers
HP shares fall on lower guidance despite optimism within the PC market
Strong renewals have Nutanix beating Wall Street estimates
Workday’s guidance falls just short of analysts’ expectations, and shares are losing ground
Despite danger cuts, Intel secures as much as $7.86 billion in CHIPS Act funding for Fab projects
Software testing provider Tricentis raises $1.33 billion at $4.5 billion valuation
Operating margin concerns send Autodesk shares down 9% after strong earnings results
PagerDuty exceeds forecasts because of strong revenue growth and customer expansion
Zoom is struggling to grow further than the index, and its stock is falling
Wherobots raises $21.5 million to expand its Spatial Intelligence Cloud platform
Cloud management platform Emma raises $17 million to scale infrastructure based on demand
Launches developer tools startup Tempest with $3.2 million in funding
New product and services
Running a multi-cloud GPU on compute as a service Kinesis Network is fully serverless
Akhetonics raises EUR 6 million for the development of a general-purpose optical processor
We have more news about cloud, infrastructure AND applications
Cyber Beat: The big deals are still happening
Attack and response
Panasonic’s Blue Yonder ransomware attack disrupts UK and US supply chains
Aqua Security discovers massive denial of service campaign targeting 35 million devices
Knostic research reveals synchronization vulnerabilities in large language models
Netcraft highlights the growing role of artificial intelligence models in Black Friday fake store scams
Money matters
N-able is acquiring cybersecurity provider Adlumin in a deal valued at $266 million
Halcyon raises $100 million to dam ransomware with capsule neural networks
CrowdStrike Shares Fall 5% After Fourth Quarter Guidance Misses Expectations
More cybersecurity news here
In other areas of technology: disappointing IPO
Pony AI raises $413 million in Nasdaq IPO as company’s shares close below initial trading price
The European Commission accuses Bluesky of violating transparency rules
X is claiming ownership of all X accounts within the fight to take over Alex Jones’ The Onion Infowars
TikTok will ban beauty filters attributable to mental health issues amongst young people
The Australian Senate bill means people under 16 will likely be banned from using social media
Varjo launches Teleport, allowing users to capture any scene in virtual reality using their iPhone
And try more news on emerging technology, blockchain and crypto AND policy
Comings and goings
Samsung electronics designates co-CEO in a leadership shake-up focused on chip divisions, shares fall
What’s next?
Events
December 2-6: AWS re:InventLas Vegas and virtually. All hands on deck for news from SiliconANGLE, where I and others will likely be present, as well ANKLE and analysts from theCUBE Research. They may have to alter the name to re:AInvent.
Profits
December 2: Zscaler
December 3: Sales power, Clean storage, Box, Sofa base, Marvell AND Okta
December 4: Abstract AND SentinelOne
December 5: HPE, UiPath, Heading, GitLab, Asana, Smart sheet, HashiCorp AND Document
Photo: Robert Hof/SiliconANGLE
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