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On theCUBE Pod: AI doubters get loud, and IBM seeks competitive advantage

On the latest episode of theCUBE Pod, John Furrier and Dave Vellante discuss takeaways from IBM's analyst meeting and the growth of Marvell.

Tarun Mottlia

Via SiliconANGLE

·Excerpt
On theCUBE Pod: AI doubters get loud, and IBM seeks competitive advantage
Image: SiliconANGLE

On theCUBE Pod: AI doubters get loud, and IBM seeks competitive advantage

Americans have big concerns about artificial intelligence, but that hasn’t stopped OpenAI Inc., Nvidia Corp., IBM Corp. and others from charging ahead.

Last week saw shares of Nvidia, CoreWeave Inc., Oracle Corp. and Nebius Group N.V. decline amid reports that OpenAI’s annualized net revenue was approximately $50 billion, roughly $20 billion below previously reported figures. Despite the ongoing public pushback against AI, John Furrier (pictured, right), research executive…

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