Breaking Analysis: How chasing AI Shifts Tech Spending Patterns

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In this week's Breaking Analysis, Dave Vellante, theCUBE Research chief analyst, talks about the escalating battles in the AI sector. Major developments include Google's reorganization to enhance its focus on AI, the release of Meta Llama 3 and Taiwan Semiconductor's expansion to double its manufacturing capacity for Nvidia high-end chips.

Other significant events include Samsung securing a $6.4 billion portion of the CHIPS Act money, Microsoft's unveiling of VASA-1, which generates lifelike talking heads from photos, and Mistral AI’s successful fundraising of over half a billion dollars at more than double its previous valuation. Amidst these developments, there's a noticeable shift in tech spending patterns, with enterprises diverting funds towards AI initiatives, reflecting a growing demand for domain-specific AI solutions.

Vellante’s analysis also looks at survey data from ETR, revealing how spending on AI platforms has evolved since early 2022, with new players such as OpenAI, Meta Llama and Anthropic emerging to compete with established cloud giants like AWS and Google.

Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.

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