Robert Hof

Robert Hof is editor in chief of SiliconANGLE. Email: robhof@siliconangle.com

Latest from Robert Hof

China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play

AI By ROBERT HOF8 MONTHS AGO

It was another light week for news as 2026 kicks off — let’s wish for a Happy New Year! — but once again there was plenty of artificial intelligence news, especially on the dealmaking front. China’s AI boom only seems to be …

Place your bets for 2026’s big AI winners: Nvidia, OpenAI or Google?

AI By ROBERT HOF8 MONTHS AGO

It was a light holiday week, but AI never sleeps. I’m going to leave it short and sweet, since you all have better things to do today, just a few bullet points on the big enterprise and emerging tech news: * As …

Investors can’t get enough of OpenAI and Databricks — Oracle, not so much

AI By ROBERT HOF9 MONTHS AGO

The artificial intelligence money scramble continues all the way into the end of the year, as OpenAI may raise $10 billion from Amazon, perhaps part of as much as $100 billion from a range of investors, at a valuation of $750 billion. …

Disney does a dubious deal with OpenAI, even as trust in AI wanes

AI By AMZN,IBM,CFLT,ORCL,AVGO,ADBE,SNPS,META9 MONTHS AGO

Artificial intelligence has now conquered the most hard-ass copyright defender of all — Disney — as the media giant did a $1 billion deal with OpenAI this week to allow use of a bunch of characters in its Sora video creation model. Disney …

At re:Invent, AWS strikes back in AI with new chips, models — and a story

AI By ROBERT HOF9 MONTHS AGO

This week was all about AWS re:Invent, the biggest cloud conference of the year — which also makes it by definition, these days, one of the biggest AI conferences of the year. The headlines from our 20 or so stories plus more …

Uh-oh, accounting concerns circle the AI boom

AI By ROBERT HOF9 MONTHS AGO

As investors start to care about returns from all the spending on artificial intelligence, accounting is becoming a big topic of concern. In his Breaking Analysis this week, Dave Vellante makes the case that GPUs have plenty of legs, quelling most concerns …

AI wars: Microsoft pitches the agent superstore, Google models ace tests and OpenAI looks over its shoulder

AI By ROBERT HOF10 MONTHS AGO

Those were sighs of relief you heard from investors after Nvidia reported better-than-expected earnings, putting off for awhile longer worries about an AI bubble. But they quickly turned into sighs of resignation. Nvidia’s stock ended up declining 3% on Thursday as enthusiasm …

Amazingly, AI companies are still short of data centers — but not money to build them

AI By ROBERT HOF10 MONTHS AGO

Data centers must be the most boring buildings in the world to look at, but it’s hard to keep our eyes off them these days. Anthropic said this week it’s going to spend $50 billion on data centers just in the U.S. …

Despite big AI infrastructure deals, investors get nervous about the payoff

AI By ROBERT HOF10 MONTHS AGO

Big artificial intelligence infrastructure deals are multiplying as everyone scrambles for compute capacity. Amazon Web Services did a $38 billion deal to provide OpenAI with compute and a $5.5 billion deal with Cipher Mining to hedge its bets, while Microsoft is spending …

Rising AI tide lifts all cloud boats, but investors get more choosy

AI By ROBERT HOF10 MONTHS AGO

Nvidia kept pressing its advantage in AI chips this week at its first Washington, D.C.-based conference, marshaling a lot of friends in support of all its technologies, from HPE and Nokia to Samsung, which is teaming up to build an AI Megafactory for chip …

Robert Hof

Latest from Robert Hof

China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play

Place your bets for 2026’s big AI winners: Nvidia, OpenAI or Google?

Investors can’t get enough of OpenAI and Databricks — Oracle, not so much

Disney does a dubious deal with OpenAI, even as trust in AI wanes

At re:Invent, AWS strikes back in AI with new chips, models — and a story

Uh-oh, accounting concerns circle the AI boom

AI wars: Microsoft pitches the agent superstore, Google models ace tests and OpenAI looks over its shoulder

Amazingly, AI companies are still short of data centers — but not money to build them

Despite big AI infrastructure deals, investors get nervous about the payoff

Rising AI tide lifts all cloud boats, but investors get more choosy

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