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As Trump and Musk scramble everything, investors cool on enterprise tech’s prospects
- President Trump’s chaos and Elon Musk’s mischief with his dubious DOGE coup squad continued unabated, with far too many bizarre, racist and probably illegal actions to list here, not to mention rampant conflicts of interest and security and privacy violations.
- It was a week of disappointing earnings at several big enterprise tech companies, including Alphabet, Amazon and chipmakers AMD, Arm and Qualcomm, as investors squinted to find enough AI upside to justify high capital spending which most definitely is not easing despite the DeepSeek shock and high stock prices.
- In 2025 predictions from theCUBE Research analysts, generative AI remains the big theme, in everything from networking and software development to cybersecurity and consumer services.
- After attending IBM’s first Analyst Day in years, John Furrier contends it’s showing how IBM can help lead in the new AI era where open source could rule.
- Layoffs are on the rise at Salesforce, Workday, Hugging Face, Okta, GM’s Cruise, Sprinkler, Sonos and beyond, in part due to AI.
- AI and data: Bring back reference librarians.
- OpenAI’s ChatGPT can now perform comprehensive research for its users OpenAI seems to be scrambling, as CEO Sam Altman admitted the company was on the “wrong side of history” when it comes to open-source AI.
- AttackIQ acquires DeepSurface to strengthen security posture management.
- New 7AI platform deploys autonomous AI agents to streamline security operations.
- Former SAP, Reltio, and ServiceNow exec Venki Subramanian is Freshworks’ new SVP of product management for CX.
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