Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
Mega AI IPOs incoming, Google’s agentic blitz and Nvidia’s next big business
THIS WEEK IN ENTERPRISE
Cerebras’ monster IPO, Cisco’s big quarter, and the AI factory’s real impact
Are IPOs finally back? It sure looks like it, if Cerebras’ monster initial public offering this week is any indication. After raising its offering price twice, the stock rose 68% on the first day of trading, after the maker of huge artificial intelligence chips raised at least $5.5 billion. That success seems likely to spur ...
THIS WEEK IN ENTERPRISE
Anthropic cozies up to Elon Musk, IBM makes its case to win in AI, and Cerebras has big IPO plans
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, ...
THIS WEEK IN ENTERPRISE
AI lifts clouds even higher, AWS moves up the stack, and Elon and Sam battle in court
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, ...
THIS WEEK IN ENTERPRISE
At Next, Google aims to dominate the dawning age of agentic AI
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 ...
THIS WEEK IN ENTERPRISE
AI + quantum, Amazon vs. Starlink and the wide-open US-China internet battle
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 ...
THIS WEEK IN ENTERPRISE
Anthropic tries to keep its new AI model away from cyberattackers as enterprises look to tame AI chaos
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 ...
THIS WEEK IN ENTERPRISE
SpaceX’s stratospheric IPO hopes, OpenAI’s ridiculous round and the agentic AI gap
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 ...
THIS WEEK IN ENTERPRISE
AI agents are about to overtake cybersecurity — for better, or worse?
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 ...
THIS WEEK IN ENTERPRISE
Nvidia CEO Jensen Huang bids to own the entire AI factory stack
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 ...









