Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

The Week Ahead In Technology for December 1, 2025: Cloud, AI chips, and software earnings drive the narrative. • AWS re:Invent sets the tone for cloud + gen AI strategy Amazon Web Services • Google–Meta TPU talks test Nvidia’s AI hardware lead Google Cloud NVIDIA • Key prints from...

PatrickMoorhead's profile picture

Patrick Moorhead

55,172 subscribers

18,078 görüntüleme • 6 ay önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

TARS AI was on the ground at Google Cloud Summit Nord in Düsseldorf, surrounded by builders, AI engineers, and cloud leaders. From autonomous agents to GenAI infrastructure, the takeaway was clear, the market is moving from pilots to large-scale deployment. For TARS AI, it was a sharp signal, growing demand for agent-first products and clear alignment on scaling AI systems for real-world adoption. Highlights, insights, and snapshots from the Google Cloud Summit 👇
0:35

TARS AI was on the ground at Google Cloud Summit Nord in Düsseldorf, surrounded by builders, AI engineers, and cloud leaders. From autonomous agents to GenAI infrastructure, the takeaway was clear, the market is moving from pilots to large-scale deployment. For TARS AI, it was a sharp signal, growing demand for agent-first products and clear alignment on scaling AI systems for real-world adoption. Highlights, insights, and snapshots from the Google Cloud Summit 👇

TARS AI 🤖

160,908 görüntüleme • 10 ay önce

The most anticipated earnings releases for the week of December 1, 2025, are Dollar Tree $DLTR, Salesforce $CRM, Snowflake $SNOW, Credo $CRDO, MongoDB $MDB, C3 AI $AI, Marvell Technology $MRVL, UiPath $PATH, Macy's 's $M, and 🦊 GitLab $GTLB. #mostanticipated #earningscalendar #earningswhispers #salesforce #snowflake #dollartree #credo #mongodb #marvell #c3ai #gitlab #macys #uipath #crowdstrike #docusign #rubrik #earningswhisper #earnings
3:02

The most anticipated earnings releases for the week of December 1, 2025, are Dollar Tree $DLTR, Salesforce $CRM, Snowflake $SNOW, Credo $CRDO, MongoDB $MDB, C3 AI $AI, Marvell Technology $MRVL, UiPath $PATH, Macy's 's $M, and 🦊 GitLab $GTLB. #mostanticipated #earningscalendar #earningswhispers #salesforce #snowflake #dollartree #credo #mongodb #marvell #c3ai #gitlab #macys #uipath #crowdstrike #docusign #rubrik #earningswhisper #earnings

Earnings Whispers

241,904 görüntüleme • 6 ay önce

AI has become the core growth engine for telecom operations, networks, and services. NVIDIA’s 2026 State of AI in Telecommunications Report shares data from over 1,000 global professionals on how companies are investing in, deploying, and benefiting from AI. Learn about the key use cases driving AI deployment and see how telcos are planning for growing AI traffic.
0:38

AI has become the core growth engine for telecom operations, networks, and services. NVIDIA’s 2026 State of AI in Telecommunications Report shares data from over 1,000 global professionals on how companies are investing in, deploying, and benefiting from AI. Learn about the key use cases driving AI deployment and see how telcos are planning for growing AI traffic.

NVIDIA

28,830 görüntüleme • 1 ay önce

🤝 Alphabet and NVIDIA are expanding their decade-long partnership to advance agentic AI, robotics, drug discovery, and more. This involves deep co-engineering with integrated platforms, open-source frameworks, and managed services. ✅ Google Cloud is one of the first to bring the NVIDIA Blackwell platform to the cloud. ✅ Google Distributed Cloud using NVIDIA Confidential Computing on #NVIDIABlackwell for enterprises to run Google Gemini on-premises. ✅ Integration of the NVIDIA AI platform across Vertex AI, Cluster Director and Google Kubernetes Engine. ✅ Bringing the NVIDIA Nemotron family of open models to Vertex AI Model Garden. Watch the full video to learn more ➡️
0:30

🤝 Alphabet and NVIDIA are expanding their decade-long partnership to advance agentic AI, robotics, drug discovery, and more. This involves deep co-engineering with integrated platforms, open-source frameworks, and managed services. ✅ Google Cloud is one of the first to bring the NVIDIA Blackwell platform to the cloud. ✅ Google Distributed Cloud using NVIDIA Confidential Computing on #NVIDIABlackwell for enterprises to run Google Gemini on-premises. ✅ Integration of the NVIDIA AI platform across Vertex AI, Cluster Director and Google Kubernetes Engine. ✅ Bringing the NVIDIA Nemotron family of open models to Vertex AI Model Garden. Watch the full video to learn more ➡️

NVIDIA Data Center

268,424 görüntüleme • 4 ay önce

What a week at #GoogleCloudNext in Las Vegas ✨ From sessions to showfloor demos to networking events, we were excited to partner with Google Cloud to advance how the AI ecosystem can build, deploy, and innovate in the cloud. Looking forward to working together to advance AI agents, physical AI, and beyond.
0:29

What a week at #GoogleCloudNext in Las Vegas ✨ From sessions to showfloor demos to networking events, we were excited to partner with Google Cloud to advance how the AI ecosystem can build, deploy, and innovate in the cloud. Looking forward to working together to advance AI agents, physical AI, and beyond.

NVIDIA

32,762 görüntüleme • 1 ay önce

The Week Ahead In Technology for April 20, 2026: I’ll be on the ground at Adobe Summit and Google Cloud Next, both in Las Vegas. Adobe is an agentic customer experience read. Google is the AI infrastructure and agent read: Gemini Enterprise, new infrastructure, the cloud backlog. Enterprise software earnings: $NOW, $IBM, $SAP. The read is whether AI agents are extensive booked revenue, not pilots. Semis: $INTC, $TXN, $LRCX. Lam is a clean WFE/HBM/advanced packaging print. Intel’s 18A under Lip-Bu Tan is the one to watch. Carry-over: Anthropic enterprise revenue ramp vs OpenAI, Section 232 phase two.
1:22

The Week Ahead In Technology for April 20, 2026: I’ll be on the ground at Adobe Summit and Google Cloud Next, both in Las Vegas. Adobe is an agentic customer experience read. Google is the AI infrastructure and agent read: Gemini Enterprise, new infrastructure, the cloud backlog. Enterprise software earnings: $NOW, $IBM, $SAP. The read is whether AI agents are extensive booked revenue, not pilots. Semis: $INTC, $TXN, $LRCX. Lam is a clean WFE/HBM/advanced packaging print. Intel’s 18A under Lip-Bu Tan is the one to watch. Carry-over: Anthropic enterprise revenue ramp vs OpenAI, Section 232 phase two.

Patrick Moorhead

21,994 görüntüleme • 1 ay önce

Project Genesis is the closest thing we’ve seen to the Manhattan Project for science since 1939, what will this mean for America's AI dominance? - AWS planning $50B in U.S. government AI infrastructure + a 2.2 GW Indiana megacenter. - Google’s Ironwood TPU lands 4× performance and million-token multimodal context. - Amazon deploying 500,000 Tranium 2 chips for Anthropic-scale workloads. - Google is now rivaling NVIDIA by letting companies like Meta train frontier models directly on Google Cloud instead of buying GPUs.
0:52

Project Genesis is the closest thing we’ve seen to the Manhattan Project for science since 1939, what will this mean for America's AI dominance? - AWS planning $50B in U.S. government AI infrastructure + a 2.2 GW Indiana megacenter. - Google’s Ironwood TPU lands 4× performance and million-token multimodal context. - Amazon deploying 500,000 Tranium 2 chips for Anthropic-scale workloads. - Google is now rivaling NVIDIA by letting companies like Meta train frontier models directly on Google Cloud instead of buying GPUs.

Peter H. Diamandis, MD

41,936 görüntüleme • 6 ay önce

How to Publish ollama to the Cloud? 🚀 Deploy Local AI to the Cloud - Gemma 2 🛠️ Using Cloud Run Google Cloud 🔐 Authenticate & Secure Access 🔗 Integrate with App 🎨 Create User Interface Chainlit Sub: Google Cloudtech Google for Developers Google Google AI Google DeepMind Google GoogleCloud_UKI Gus (🤖🧠+🐍+🥑🗣️) Sundar Pichai Jeffrey Morgan Dan Constantini
9:35

How to Publish ollama to the Cloud? 🚀 Deploy Local AI to the Cloud - Gemma 2 🛠️ Using Cloud Run Google Cloud 🔐 Authenticate & Secure Access 🔗 Integrate with App 🎨 Create User Interface Chainlit Sub: Google Cloudtech Google for Developers Google Google AI Google DeepMind Google GoogleCloud_UKI Gus (🤖🧠+🐍+🥑🗣️) Sundar Pichai Jeffrey Morgan Dan Constantini

Mervin Praison

12,628 görüntüleme • 1 yıl önce

This week, Google Cloud introduced Gemini Enterprise, which brings your work, data and people together in one AI-powered hub — allowing you to automate entire workflows, not just tasks.
0:35

This week, Google Cloud introduced Gemini Enterprise, which brings your work, data and people together in one AI-powered hub — allowing you to automate entire workflows, not just tasks.

Google

114,280 görüntüleme • 7 ay önce

Raiinmaker x Google marks a breakthrough in AI video model training. Over 450,000 contributors. 190+ countries. Real people. Real data. Real results. You can now train AI and generate beautiful, cinematic video all from your phone. It’s fast, it’s easy, it’s next-level. This is what the future looks like: Raiinmaker’s decentralized Video Intelligence platform Traiin Video, together with Google’s cutting-edge Veo technology = a new standard for ethical AI video training. Ethical AI. Human-powered. Built to win. Make AI Yours. Make it $RAIIN. Google Cloud Google Cloud Partners Google AI #GoogleCloudPartner #GoogleCloud
1:00

Raiinmaker x Google marks a breakthrough in AI video model training. Over 450,000 contributors. 190+ countries. Real people. Real data. Real results. You can now train AI and generate beautiful, cinematic video all from your phone. It’s fast, it’s easy, it’s next-level. This is what the future looks like: Raiinmaker’s decentralized Video Intelligence platform Traiin Video, together with Google’s cutting-edge Veo technology = a new standard for ethical AI video training. Ethical AI. Human-powered. Built to win. Make AI Yours. Make it $RAIIN. Google Cloud Google Cloud Partners Google AI #GoogleCloudPartner #GoogleCloud

Raiinmaker

299,999 görüntüleme • 10 ay önce

Jensen Huang calls $NBIS and $CRWV word class AI clouds Nebius: • $27B AI cloud deal with Meta • 5GW Partnership with Nvidia • $2B investment from Nvidia CoreWeave: • Multi billion dollar cloud deal with Anthropic • $21B cloud deal with Meta • $2B investment from Nvidia
0:46

Jensen Huang calls $NBIS and $CRWV word class AI clouds Nebius: • $27B AI cloud deal with Meta • 5GW Partnership with Nvidia • $2B investment from Nvidia CoreWeave: • Multi billion dollar cloud deal with Anthropic • $21B cloud deal with Meta • $2B investment from Nvidia

Small Cap Snipa

180,013 görüntüleme • 2 gün önce

Huawei Cloud and partners are set to ignite smart transformation at the Huawei Cloud AI Ecosystem Summit APAC 2025 in Malaysia. Themed Accelerate Intelligence, Ignite Smart ASEAN, the summit will spotlight how cloud and AI are powering innovation across the region.
0:32

Huawei Cloud and partners are set to ignite smart transformation at the Huawei Cloud AI Ecosystem Summit APAC 2025 in Malaysia. Themed Accelerate Intelligence, Ignite Smart ASEAN, the summit will spotlight how cloud and AI are powering innovation across the region.

Huawei

919,907 görüntüleme • 9 ay önce

Big news from @NVIDIA's Jensen Huang on the biggest stage in cloud about our super partnership: Announcing Google Distributed Cloud with Gemini and NVIDIA will bring state-of-the-art AI to the world's regulated industries and countries. #GoogleCloudNext
0:54

Big news from @NVIDIA's Jensen Huang on the biggest stage in cloud about our super partnership: Announcing Google Distributed Cloud with Gemini and NVIDIA will bring state-of-the-art AI to the world's regulated industries and countries. #GoogleCloudNext

Google Cloud

117,360 görüntüleme • 1 yıl önce

Dylan Patel explains that Nvidia’s biggest threat is the rise of custom silicon from companies like Google, Amazon, and Meta. He notes that Google’s TPUs are already fully utilized, Amazon is making millions of Trainium chips, and Anthropic will likely help adoption. Google could compete directly with Nvidia by selling TPUs on the open market, not just renting them through Cloud. He argues that if AI remains concentrated, custom silicon will win, but if open-source models spread widely, Nvidia benefits through its software ecosystem.
2:02

Dylan Patel explains that Nvidia’s biggest threat is the rise of custom silicon from companies like Google, Amazon, and Meta. He notes that Google’s TPUs are already fully utilized, Amazon is making millions of Trainium chips, and Anthropic will likely help adoption. Google could compete directly with Nvidia by selling TPUs on the open market, not just renting them through Cloud. He argues that if AI remains concentrated, custom silicon will win, but if open-source models spread widely, Nvidia benefits through its software ecosystem.

Wes Roth

74,608 görüntüleme • 9 ay önce

💬 Alphabet CEO: US and China need to talk 📦 Tencent stockpiles Nvidia chips ⏸️ Alibaba pulls cloud spinoff plan Annabelle Droulers looks at some of the key topics in AI this week. For all things AI:
0:59

💬 Alphabet CEO: US and China need to talk 📦 Tencent stockpiles Nvidia chips ⏸️ Alibaba pulls cloud spinoff plan Annabelle Droulers looks at some of the key topics in AI this week. For all things AI:

Bloomberg

30,033 görüntüleme • 2 yıl önce

Sat down with Kari Ann Briski, VP of Generative AI Software for Enterprise @ NVIDIA, to discuss NVIDIA’s Nemotron open models, how training data can be used for building agentic systems, and scaled AI enterprise adoption. Thank you to Kari NVIDIA AI Developer for taking the time!
10:17

Sat down with Kari Ann Briski, VP of Generative AI Software for Enterprise @ NVIDIA, to discuss NVIDIA’s Nemotron open models, how training data can be used for building agentic systems, and scaled AI enterprise adoption. Thank you to Kari NVIDIA AI Developer for taking the time!

amit

65,120 görüntüleme • 4 ay önce

Google is going all in on AI Agents. Here's the main AI Agents announcements from Google's Cloud Next Keynote:
36:06

Google is going all in on AI Agents. Here's the main AI Agents announcements from Google's Cloud Next Keynote:

Wes Roth

62,342 görüntüleme • 2 yıl önce

December is the month for giving So here are 9 new Recipes demoing how to use Weaviate AI Database and Amazon Web Services, Contextual AI, Chonkie, Parallel Web Systems, Google, Modaic, TwelveLabs (twelvelabs.io), and LlamaIndex 🦙 🧑‍🍳
0:30

December is the month for giving So here are 9 new Recipes demoing how to use Weaviate AI Database and Amazon Web Services, Contextual AI, Chonkie, Parallel Web Systems, Google, Modaic, TwelveLabs (twelvelabs.io), and LlamaIndex 🦙 🧑‍🍳

Erika Shorten

12,717 görüntüleme • 6 ay önce

Nvidia forecast quarterly revenue well above Wall Street estimates and CEO Jensen Huang touted blockbuster demand for its AI chips from giant cloud providers
1:26

Nvidia forecast quarterly revenue well above Wall Street estimates and CEO Jensen Huang touted blockbuster demand for its AI chips from giant cloud providers

Reuters

35,475 görüntüleme • 6 ay önce