A naukri.com initiative
Siliconangle
2M
133
Image Credit: Siliconangle
On theCUBE Pod: Analysts debate Intel Foundry spinout, AI tsunami and Oracle-AWS cloud moves
- Intel's manufacturing and design operations face challenges, with potential Intel Foundry spinout being discussed; OpenAI has made outsize gains with a new funding round, while Oracle is taking a novel approach to interfacing with competitors in the multicloud space.
- Critically, Intel's manufacturing volumes have been outpaced by TSMC (Taiwan Semiconductor Manufacturing Company), most visible in its A12 iPhone processor, which has a critical business lead over anything Intel has ever done, according to a Forbes article by Patrick Moorhead.
- OpenAI has reportedly raised billions in new funding, increasing the valuation of the company to $150bn. The UAE Investment fund has played a significant role in this surge. The success of OpenAI has led to other AI companies, such as Glean Technologies, seeing investment boosts.
- Contrary to expectations, Oracle and AWS have joined forces at Oracle Cloudworld. Observers consider this move key to the evolution of multicloud strategies: Oracle is taking a more inclusive approach, creating consistent cloud environments across different platforms, thereby enabling businesses to use its services without being locked into a single cloud vendor.
- Oracle is also rocketing ahead in AI databases, as the company asserts its ability to harmonise data across multiple formats — SQL, JSON and Graph — within a single database. This further cements its position as a major player in the market.
- The potential of cloud infrastructure to support the next wave of AI innovation is shown by the likes of OpenAI and Glean. Agentic systems — AI systems that can self-assemble and adapt in real time — will be the biggest drivers of productivity gains in the years ahead.
Read Full Article
8 Likes
For uninterrupted reading, download the app