Reminder: We sent 4 analysts to MWC 2024. Here's what they learned.

theCUBE explores AI infrastructure trends [TheCUBE Pod live from MWC 2024:]( [A deep dive into AI infrastructure]( In episode 49 of Pod]( theCUBE Research analysts John Furrier and Dave Vallante broadcast from MWC24 in Barcelona. During the podcast, the duo discussed the intricate world of silicon and its relevance in technological advancement, including AI.   The analysis ranged from the evolution of clustered systems to exploring the future of cloud operations and telco economics. Furrier and Vellante talked about some of the high-profile interviews that took place at MWC24, including with Charlie Kawwas, president of Broadcom, and Rami Rahim, CEO of Juniper Networks. Other landmark interviews included Antonio Neri, president and CEO at HPE, who discussed the future of AI networking, and Michael Dell, chairman and CEO of Dell Technologies.   “We are witnessing a historic moment in the computer industry, where AI is driving massive disruptive enablement around how data centers are going to be built in the future, cloud operations,” Furrier said. “It's going to influence user experiences we've never seen before.”   For the latest theCUBE Pod coverage, check. [Watch the full episode]( AI funding race persists despite growing challenges It was a bit of a turbulent week, as investors continued pouring money into artificial intelligence companies such as Glean even as it’s not yet apparent when the AI money gusher will arrive — assuming it will. [Read more]( siliconangle.com [The unplanned genius of Broadcom’s route to AI dominance]( In this week’s Analysis]( we extract key nuggets from our sit down at MWC 2024 with Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group, as we unpack the contrarian business technology model of Broadcom, which is perhaps the most unique company in the technology business, according to Dave Vellante, chief analyst at theCUBE Research.  Broadcom doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises, according to Vellante. The company focuses its R&D on serving customers in these markets with major engineering investments to achieve a dominant position in each of its target sectors. Sometimes, the company lucks out with this strategy and catches a wave "accidentally by design," Vellante added.   “Broadcom is one of the only companies, other than Nvidia, which makes chips for both internal connectivity for high-performance AI workloads and silicon for high-speed switching at distances,” he said. “The history of this business shows that open is going to win the innovation game. The relevance to Broadcom is this open philosophy is ingrained in the company's DNA.”   Check out the latest Breaking Analysis. [Get the free report]( [Top News: Editor's Picks]( Anthropic debuts Claude 3 with 'near-human' capabilities Anthropic PBC this week introduced a new family of large language models, the Claude 3 series, that it says can outperform GPT-4 and Google LLC’s Gemini Ultra. [Read more]( siliconangle.com Nutanix CEO sees opportunity in VMware's turmoil Since hitting a low of just over $14 a share in mid-2022, Nutanix Inc.’s stock price trajectory has been mostly up and to the right. All this is an opportunity for Nutanix, which competes head-to-head with VMware for virtualization dollars. [Read more]( siliconangle.com [TheCUBE has you covered when it comes to the latest tech events]( Join theCUBE for exclusive news and insightful analysis live from upcoming tech events. It all starts on Mar. 8 with the WiDS Worldwide Conference. Next up are Supercloud 6 on Mar. 12 and KubeCon EU from Mar. 20-22. Then, in April and May, don't miss Google Cloud Next from Apr. 9-11, Red Hat Summit from May 6-8 and the RSA Conference from May 6-9.*   *Broadcast dates and times are subject to change.   [Women in Data Science Worldwide Conference: Mar. 8](   Come aboard with theCUBE as we collaborate with Stanford University on Mar. 8 for an exclusive live stream directly from the in Data Science Worldwide Conference](. Delve into the wisdom shared by top technologists, analysts and data scientists as they celebrate women's contributions and leadership in the industry. Be sure to tune in for captivating discussions spanning digital economies, sustainability, artificial intelligence and the exciting frontier of space exploration.   [Stay connected with theCUBE's live coverage!](   [Supercloud 6: Mar. 12](   Circle Mar. 12 on your calendar for [Supercloud 6]( hosted by theCUBE.  In an era where artificial intelligence is revolutionizing industries and redefining human capabilities, "Supercloud 6: AI Innovators" will gather pioneers, startups, thought leaders and other experts to delve into the heart of generative AI and machine learning, providing a window into the cutting edge of AI opportunities and challenges likely to define enterprise and consumer technologies for decades to come. .   [Register today!](   [KubeCon EU: Mar. 20-22](   Tune in from Mar. 20-22 as theCUBE goes live, delivering unparalleled coverage of + CloudNativeCon EU 2024]( straight from the vibrant city of Paris. Join us for captivating discussions between top industry figures and the insightful analysts from theCUBE Research as they explore the forefront of cloud-native computing. Dive deep into the ever-evolving world of enterprise computing technology innovation and gain valuable firsthand insights.   [Mark your calendar!](   [Google Cloud Next: Apr. 9-11](   Join theCUBE from Apr. 9-11 for exclusive coverage of [Google Cloud Next]( Immerse yourself in the cutting-edge world of Google's innovative generative AI designed for enterprises, and explore its revolutionary strategies for safeguarding data amidst automation. Gain firsthand insights into how Google's relentless research and development initiatives are revolutionizing the realm of enterprise solutions.   [Don’t miss it!](   [Red Hat Summit: May 6-8](   Immerse yourself in theCUBE's live analysis at Hat Summit]( taking place in Denver from May 6-8! Delve into the convergence of cloud-native solutions and groundbreaking AI developments within the vibrant Red Hat community. Over three days, experience our comprehensive coverage featuring the insights of theCUBE Research analysts as they engage in exclusive discussions with leaders in modern open-source software, generative AI and computer engineering.   [Tune in for more!](   [RSA Conference: May 6-9](   Come along with theCUBE from May 6-9 for real-time coverage of the Conference]( in San Francisco. Experience firsthand reporting and exclusive interviews with a diverse array of data protection specialists, developers, analysts and investors as they delve into the latest developments and innovations within the cybersecurity realm. Discover the forefront of modern data protection as AI demonstrates its dual potential amid an ever-expanding threat landscape.   [Join theCUBE for more!]( [Follow all theCUBE's upcoming broadcasts!]( Join theCUBE at Stanford for WiDS 2024 Join theCUBE and Stanford University for live coverage at the Women in Data Science Worldwide Conference, March 8. We're bringing together technologists, analysts and renowned data scientists to speak on the achievements of women in leadership. [Read more]( www.thecube.net 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.ccsend.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](