Insights/Blog
What Tech Leaders said in last 10 days
A curated selection of recent interviews with technology leaders on AI infrastructure, enterprise intelligence, agents, security, and the economics of AI.
Nvidia announces Open Agent Safety Platform & $150 billion buyback addition.
There were two major, industry impacting announcements made by Nvidia in last 24 hours. One was the announcement of $150 billion boost for shares buyback program (a record), and the other one is announcement of Open Agent Safety Platform with several partners behind it (including Anthropic. My POV. Announced on
AMD is acquiring Fei-Fei Li’s World Labs in an $8.2 billion
AMD is acquiring Fei-Fei Li’s World Labs in an $8.2 billion, all-stock deal. Dr. Li joins AMD as EVP/Chief Scientist. My POV: it’s a great move by AMD as they need AI research and software chips to push their platform to the market. Dr. Li’s reputation will give a big
Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic
On September 24, Akamai Technologies signed a seven-year, $11.6 billion cloud computing agreement with @AnthropicAI to support the AI company’s growing CPU workload requirements. Deal Highlights Total Value: $11.6 billion guaranteed over seven years, with an option to expand by another $9 billion (pushing the potential total to $20 billion).
Alibaba Earnings: Shares are up 60% Since Jan 1st
Alibaba Group shares are up 60% since Jan 1st, less than 2 months ago. Today Alibaba reported earnings. Two main units Cloud and eCommerce did great. Cloud unit earnings were up 13 yoy. Main reasons for the stock to rise 60% in short period are surfacing/visibility of Jack Ma and
theCube at Closing Bell at NYSE
Great seeing John Furrier at NYSE closing bell! SiliconANGLE & theCUBE was amongst all other media brands like X, CNBC, TIME, Reddit, Inc. and others. NYSE Wired community had a media day presentation before the closing bell ceremony under the leadership of Brian J. Baumann!
Alibaba Cloud Decides to Split 1
Alibaba Group approved the split into an independent company On Thursday, May 18, 2023 Alibaba Group approved a full spinoff of the Cloud Intelligence Group via a stock dividend distribution to shareholders. The goal is to complete the public listing within next 12 months. In March 2023, Alibaba announced plans to restructure into six