Here's what you missed at Supercloud 4!

Gen AI analysis and more [Here’s what you missed at Supercloud 4!]( In case you missed it, we've got all the top moments from last week's smash hit, [Supercloud 4](   The fourth episode of the Supercloud Series addressed how businesses can effectively harness and profit from AI in light of the industry's rapid evolution. The event brought together a diverse array of experts, including AI executives, technologists, investors and thought leaders, who discussed critical trends in generative AI and supercloud technologies while contemplating their future implications for the enterprise landscape.   “This is changing how organizations are really looking at their data, entering into conversations with their customers, using that data and having their customers actually engage with them through the AI,” said theCUBE industry analyst Rob Strechay. “It’s really exciting stuff.” Some of our expert guests included: - Vijay Mital, CVP of AI architecture and strategy at Microsoft - Alice Steinglass, EVP and GM of platform at Salesforce - David Glick, SVP of enterprise business services at Walmart - June Yang, VP of cloud AI and industry solutions, Google Cloud at Google   This convergence of AI, data and cloud computing is not only altering how organizations perceive and utilize data, but also revolutionizing how they engage with their customers through AI-driven experiences, marking an exciting and transformative era in technology.   [For more of the discussion, visit Supercloud 4 now!]( [Supercloud 4 on-demand!]( [AI revenue riddle: Azure sees gains, but when will other cloud titans see a surge?]( In this week's Analysis]( theCUBE’s Dave Vellante looks at the latest earnings reports from Microsoft, Alphabet and Amazon to understand what’s happening in cloud. He also evaluates the impact of AI on cloud earnings momentum and explains the future impact of generative AI and cloud.   As a part of his analysis, Vellante discusses the growth and positioning of major cloud providers, including Azure, AWS, Google Cloud and Alibaba, and his anticipation of an acceleration in AI-driven growth in the coming quarters.   “Foundation models like [Chat]GPT shift the economic equation. They're driving cloud demand,” Vellante said. “It’s already starting to show up just a little bit this past quarter in Microsoft, and we're going to see it in both AWS and Google … then really driving in 2024 silicon large language models, APIs, apps are going to drive compute and storage and other infrastructure.”       Find Vellante’s latest Breaking Analysis. [Get the free report here!]( [Diving into earnings and thoughts on why the AI race is too early to call]( In episode 35 of Pod]( hosts John Furrier and Dave Vellante touch upon Microsoft's dominance in AI and how it's impacting the other hyperscalers, as AWS' quarterly results come out and Google Cloud faces growth challenges.   The conversation assesses the importance of data protection and AI integration, as well as the potential impact of AI on various industries.   “They haven't seen the AI impact yet. But they are going to because of their consulting business,” Vellante said. “Just as they are able to rig the game with Red Hat and bundle OpenShift into their consulting and their services, they're going to do the same thing with AI. They have a winning strategy there.”   The evolving landscape of cloud computing   Furrier and Vellante shared their thoughts on AGI and the evolving landscape of cloud computing. Additionally, they mention the upcoming Supercloud 5 and AWS re:Invent events.   For current news and analysis on the world of enterprise tech, check out the episode of theCUBE Pod](. [Watch the full episode!]( Join theCUBE at SC23! Don't miss theCUBE's live coverage of SuperCompute 2023, the International Conference for high-performance computing, networking and storage. TheCUBE will be joined by a diverse group of industry experts for exclusive, on-site, real-time analysis. [Read more]( www.thecube.net Top News Picks Biden signs executive order for safer AI development President Biden signed an executive order this week establishing new guidelines for the development of artificial intelligence, including rules for the industry, security standards, consumer protections and federal oversight. [Read more]( siliconangle.com Broadcom still expects to acquire VMware after deal hiccup Broadcom Inc. reassured investors it still expects to close its proposed acquisition of VMware Inc., which was set to close Oct. 30 but didn’t. Terms designate Nov. 26 as the completion deadline. If missed, Broadcom must pay a $1.5B termination fee. [Read more]( siliconangle.com [What to expect from theCUBE's November broadcasts]( Tune into theCUBE during the month of November for a selection of upcoming events, including KubeCon NA from Nov. 7-9, SC23 from Nov. 14-16 and HPE Discover Barcelona 2023 from Nov. 29-30.   [KubeCon NA: Nov. 7-9](   Join theCUBE as our analysts look into the cutting-edge world of cloud-native computing at + CloudNativeCon NA 2023]( in Chicago from November 7-9.   TheCUBE is your go-to source for up-to-the-minute news and in-depth analysis straight from influential voices in the open-source and cloud-native spheres. This event is designed to advance the comprehension and evolution of cloud-native computing, providing an opportunity to gain deep insights and actively contribute to shaping the future of technology.   Some of the experts we will be talking to include:   - Taylor Dolezal, head of ecosystem at CNCF - Marie Burke, director of product marketing, VMware Aria and Tanzu Intelligence Services - Brad Maltz, senior director of DevOps portfolio and DevRel at Dell Technologies - Chuck Dubuque, product marketing, Red Hat Cloud Infrastructure at Red Hat - Shobhan Lakkapragada, senior director of product management at Red Hat   [Don't miss out on this opportunity!](   [SC23: Nov. 14-16](   Save the date for theCUBE's comprehensive coverage of SC23, the global conference focused on high-performance computing, networking, storage and analysis, happening from November 14 to 16.   During SC23, theCUBE will engage in discussions with a diverse group of industry experts who will offer priceless insights, exchange revolutionary concepts and contribute to the advancement of high-performance computing.   Stay at the forefront of the latest innovations and up to date with the conversations that are shaping the future of this dynamic field.   [Make sure to tune in for the latest in high-performance computing!](   [HPE Discover Barcelona 2023: Nov. 29-30](   Don't miss theCUBE’s coverage of Discover Barcelona 2023]( from Nov. 29-30, as the computing giant takes its flagship conference to Europe. Exploring HPE’s efforts in cloud modernization, theCUBE will be joined by a diverse group of industry experts, as they come together to learn, exchange ideas and foster growth in edge computing, hybrid cloud and AI. [Add to your calendar today!]( [Follow all theCUBE's upcoming broadcasts!]( SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](