86. CFOs as AI Leaders, Intel Foundry Spin, Databricks Valuation, AI Bubble or Not?

In this episode of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante take a look at the evolving role of CFOs as leaders in AI-driven business transformations, highlighting how financial strategies are aligning with innovative AI models to optimize productivity and growth. New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://lnkd.in/ge_TNsSX Apple Podcasts: https://lnkd.in/gGYj5sUQ YouTube: https://lnkd.in/g5NaFcRu They also explore enterprise technology trends, with a focus on breaking down siloed systems to integrate cloud-compatible solutions. The conversation tackles the AI market's strong growth amid bubble concerns, Intel's challenges in revitalizing its foundry strategy, and the future of content creation powered by AI. Read more about the current episode of theCUBE Pod https://siliconangle.com/2024/12/23/cfo-ai-leaders-thecubepod/ This Week in Enterprise: Databricks raises a cool $10B as the boom in AI models rages on The bottomless pit of funding for all things artificial intelligence remains… bottomless. Case in point: This week Databricks raised more money than God. That’s going to be one monster IPO next year (maybe) if the economy holds up. Meanwhile, Perplexity raised $500 million for its AI search and immediately bought AI startup Carbon. And continuing the AI funding bubble boom, Sandbox AQ raised $300 million. But the business is real, as AI is expected to drive enterprise tech upside next year. The bubble boom in AI models is continuing too, as Google, OpenAI, Nvidia, Meta and others all released new models and ways to use and access them. Salesforce also beefed up its just recently introduced AI agent platform Agentforce. But OpenAI faces legal headwinds as Elon Musk and Meta both opposed its plans to create a for-profit company. Neobank Chime filed confidentially for an initial public offering next year, following ServiceTitan’s IPO last week. Is a thawing in the works this winter? Dave Vellante and David Floyer have a plan to revive Intel’s chip foundry business, but it’s going to take a lot of cooperation by some powerful companies and the government. Cyber consolidation keeps chugging along, as Arctic Wolf bought BlackBerry’s Cylance unit and Cisco bought SnapAttack. Elsewhere in technology, TikTok’s bid to survive in the U.S. will go to the Supreme Court next month. Your guess as to what the Supremes will do is as good as mine. Meanwhile, TikTok's future in the U.S. will hinge on a Supreme Court decision, and industry veterans Dave Vellante and David Floyer propose a bold revival for Intel's chip foundry business. Check out the full article https://siliconangle.com/2024/12/20/databricks-raises-cool-10b-boom-ai-models-rages/ For daily news for CIOs, check out our parent publication at https://siliconangle.com/ To see John and Dave in action, follow theCUBE's live event coverage at https://www.thecube.net/ Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu People mentioned in this podcast: Brian J. Baumann, director of Capital Markets at NYSE Jerry Chen, general partner at Greylock Partners Lori Beer, global CIO of JPMorgan Chase Karen Walker, CFO of Sysdig George Gilbert, senior analyst at theCUBE Research Ginni Rometty, co-chairman of OneTen, former CEO of IBM Elon Musk, CEO of Tesla Pat Gelsinger, former CEO of Intel Matt Garman, CEO of AWS David Floyer, analyst emeritus at theCUBE Research Ben Bajarin, principal analyst and CEO of Creative Strategies Patrick Moorhead, founder, chief analyst and CEO of Moor Insights & Strategy Pete Sonsini, general partner at New Enterprise Associates Andy Konwinski, co-founder of Laude Ventures, Databricks and Perplexity Peter McKay, CEO of Snyk Donald Trump, 45th U.S. president Bill Tai, venture capitalist, athlete, adjunct professor Morris Chang, Taiwanese-American businessman Jensen Huang, founder and CEO of Nvidia Joe Biden, 46th United States president Barack Obama, 44th U.S. president Milton Friedman, American economist and statistician Ken Olson, co-founder of Digital Equipment Corporation Alan Shugart, American engineer and entrepreneur Doug Cutting, software designer Kara Swisher, journalist Walt Mossberg, American journalist Analisa Goodin, CEO of Catch+Release Sanjeev Mohan, principal at SanjMo Tony Baer, principal at dbInsight Doug Henschen, VP and principal analyst at Constellation Research Brad Shimmin, chief analyst for AI platforms, analytics and data management at Omdia, a TechTarget company Carl Olofson, VP at IDC Erik Bradley, chief strategist and director of research at ETR #theCUBE #theCUBEPod #theCUBEResearch #AI #CFOs #Intel