Robert Hof

AI model madness vs. AI model skeptics – SiliconANGLE

AI model madness vs. AI model skeptics – SiliconANGLE

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 crop will be enough to get AI where all its fans hope. What all these models need to get better, among other things, is more data — real, not synthetic data, which can lead to model collapse. Problem is, the people providing all that data…
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Beyond OpenAI: The rise of not-too-large language models – SiliconANGLE

Beyond OpenAI: The rise of not-too-large language models – SiliconANGLE

A flurry of new artificial intelligence models this week illustrated what’s coming next in AI: smaller language models targeted at vertical industries and functions. Both Nvidia and Microsoft debuted smaller large language models too. Also supporting the notion of more customized models — call them VLMs — OpenAI made its GPT-4o fine-tuning generally available. As much as LLMs have captured much of the attention, these smaller, more controlled models look appealing to enterprises concerned about data governance and privacy, not to mention efficiency. Indeed, Chinese startups are heading in the same direction, partly to save energy and partly to avoid…
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Look out below: AI’s double-edged sword slashes Dell, MongoDB, Salesforce and more – SiliconANGLE

Look out below: AI’s double-edged sword slashes Dell, MongoDB, Salesforce and more – SiliconANGLE

Perhaps it shouldn’t come as a surprise that the artificial intelligence boom was never going to be unalloyed good for every enterprise technology provider looking to leverage AI. But this week, investors got a taste of the downside and they didn’t like it, sending stocks of Dell Technologies, MongoDB, Salesforce, UiPath Nutanix, Workday and more plummeting as it became apparent that spending on generative AI technologies such as ChatGPT is stealing budget from other tech spending, at least on the software side. And for Dell, all those AI servers it sold didn’t produce better profits because, as theCUBE Research Chief…
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AI drives cloud growth and cloud growth drives earnings upside – for some – SiliconANGLE

AI drives cloud growth and cloud growth drives earnings upside – for some – SiliconANGLE

Artificial intelligence drove higher cloud spending this past quarter, and that in turn drove earnings upside for the likes of Google, Microsoft and SAP. Less so, however, for Intel, IBM, ServiceNow and Meta, which haven’t yet seen the AI bump they hope to get or, in Meta’s case, are spending big on it well ahead of the revenue opportunity. That was the gist of a mixed week for tech’s first big slug of earnings reports, with more coming next week: Amazon, Advanced Micro Devices, Samsung, Qualcomm and others. Another positive sign this week for the entire tech industry ecosystem was Rubrik’s…
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