In other news, the article mentions the trend of doing more AI workloads outside the cloud and the rise of new attacks and defenses in cybersecurity. It also covers various AI and cloud news, including Google's investment in Anthropic, Databricks' acquisition of Arcion, and the expansion of Google's Vulnerability Rewards Program to include generative AI threats.
Key takeaways:
- Despite the hype around generative artificial intelligence (AI), its impact on the earnings of major tech companies is not yet significant. This is largely because enterprises are taking a slow approach to adopting this new technology.
- Microsoft and IBM have reported some positive results from their AI efforts, but overall profits from AI may still be a while off. Both companies have reported significant increases in capital spending to support AI work.
- At the Supercloud 4 event, experts discussed the future of generative AI, noting that it is likely to be used everywhere as data is increasingly everywhere. They also highlighted the importance of data quality and the need for a sophisticated orchestration layer to coordinate multiple AI models.
- Other news in the AI and cloud space includes Google's investment in Anthropic, Databricks' acquisition of Arcion, and the partnership between Nvidia and Lenovo to deliver powerful generative AI hardware in any location.