It has been one other busy week of rising enterprises and know-how, in addition to an Elon crazyland, which was merely ignorable, besides once we received bored with it.

This is all the things you’ll want to find out about what occurred this week – nicely, most of what you’ll want to know – from the tales at SiliconANGLE and past, with commentary:

X signifies circle

Musk is about to interchange the well-known Twitter Blue Chicken brand with an X brand.: FifthNearly nobody thinks that rebranding Twitter to X is a good suggestion. Anyway, does Microsoft or Meta appear to personal the location, or is it a social media model, or each? Can Elon make all of this work? Properly, expectations are all-time low, so something constructive may be seen as a win. However it’s superb how a lot it destroyed Twitter’s credibility, solely surpassed by how a lot it destroyed its personal. Twitter will in all probability survive, however truthfully, why would you achieve this a lot to make it much less palatable to the individuals who truly use it, not to mention the advertisers who help it? And why would folks need to belief that each one the issues Elon needs to get into the app are dependable or safe?

This is a file An interesting perspective from Esther Crawfordthe previous head of Twitter Blue, famously fell asleep on the workplace flooring after Elon took over. Clearly if it wasn’t the case earlier than, Twitter was messing round earlier than Musk arrived, however it additionally appears fairly clear that it did not assist issues.

The cloud outlook continues to be cloudy

DVR: As CEO Sundar Pichai (pictured) notes, Google Cloud is worthwhile once more whereas sustaining a 28% income progress price: Alphabet / Google: Robust progress within the cloud pushed by AI workloads is boosting Alphabet’s inventory

Chiller: Microsoft: Microsoft inventory drops as demand for cloud providers declines Oh, and oops, CEO Satya Nadella’s reference to Azure’s revenue wasn’t as clear as it seemed

and a blended image of the undertaking and past

Good, however not adequate: service now: Regardless of beating earnings expectations and elevating its full-year forecast, ServiceNow inventory fell

Meh: Seagate: Seagate shares fell barely amid a blended set of economic outcomes

Is digital promoting taking off? Extra metaver $e, for certain: meta: Meta inventory is rising on sturdy earnings and bullish sentiment

Plus: some excellent news for the meta: Research: Fb is probably not as politically polarized as we predict

Cyber ​​improve: defensibleAnd F5 And Checkpoint software program:

Marketable shares are rising on sturdy earnings and income strikes

F5 shares rise on earnings and income volatility

Verify Level shares rose barely because the dividend beat

A bag of potato chips Intel, NXB, Texas Devices And Samsung:

NXP shares rose because of stronger-than-expected second-quarter earnings

Texas Instruments warns of falling demand for chips and falling stocks

SamsungWorking revenue is down 95%, however officers are optimistic of a restoration later this yr

Intel is making a windfall regardless of going through “continued weak point,” sending its inventory increasedEarnings are good however there’s not a lot else to get too enthusiastic about right here despite the fact that shares are up.

whereas, AMD It continues to roll internationally: AMD builds $400 million chip design middle in India

Underexpenditure by cloud suppliers continues to permeate enterprise know-how suppliers: juniper: The poor outlook spooks Juniper’s traders and sends its shares plummeting

One other small shiny spot for Intel: Mobileye: Mobileye exceeds second-quarter forecasts regardless of elevated chip prices

Robust occasions for the automation pioneer: PEGASE techniques: Pegasystems inventory is crashing on misplaced earnings and misplaced income

AWS is making up for misplaced time on AI

Amazon Internet Providers has launched a slew of bulletins clearly meant to counter the notion that Microsoft is working away from the AI ​​recreation. These had been all from this week’s AWS Summit NYC, the place SiliconANGLE co-CEO and host of theCUBE John Furrier Make the rounds:

AWS expands Bedrock with new AI fashions and automation of advanced duties

Stability AI releases Steady Diffusion XL 1.0 text-to-image mannequin on Amazon Bedrock

AWS introduces new AI programs geared toward learners and specialists

AWS debuts new AI-powered information administration and analytics instruments

AWS supplies a generative AI service for creating scientific documentation

and a good TL; DR from analyst Zeus Cravala: Remaining ideas from AWS Summit NYC: It was all about generative AI

Adam Celebski: There’s not going to be one single AI model to rule them all The AWS CEO spoke to the Monetary Occasions and did not say a lot we’ve not heard earlier than, however it’s fascinating to listen to the place he stands versus Microsoft. He is proper that it is too quickly for Microsoft’s supposed management to be significant — particularly since, he factors out, he is betting on another person’s AI fashions. This is not the browser wars, it is a lot broader than that, and there would not be an enormous winner.

Elsewhere on the beat of synthetic intelligence

As massive language fashions get greater and larger, supercomputers are the subsequent battleground on the {hardware} entrance: Nvidia’s DGX Cloud platform is now reside, offering immediate entry to generative AI infrastructure

And after two deeper dives from David Strom on key developments in generative AI:

It will not be lengthy earlier than we’re all chatbot-oriented engineers

ChatGPT detectors nonetheless have hassle separating human texts from AI-generated texts

Huge tech is below hearth

Senators suggest creating a brand new company to manage huge tech I hate to be so skeptical, as a result of huge tech positively wants extra oversight in addition to introspection (not holding my breath for the latter). However this actually feels like one other try by folks on either side who have not been in a position to persuade the remainder of us within the center — not to mention the present businesses which can be truly wanting into these issues — that Google, Microsoft, Meta, and different “huge tech” corporations are the thief barons of the age. the speak. There are a lot of issues with huge tech that should be addressed, however the approaches of those two political wings appear to be extra provocative than providing precise options.

Recompilation, Shades of the ’90s: The European Union has launched an antitrust investigation into Microsoft Groups after a grievance from Slack

On the beat of cyber safety

David Strom investigates the resurgence of a critical cyber risk: The Qakbot banking Trojan is on the rise once more. This is what which means for defenders

PE digital roll up: Thales acquires cybersecurity supplier Imperva for $3.6 billion

Enterprise strikes

If they are not already, folks making different bets at Alphabet ought to positively be involved: Ruth Porat, Chief Monetary Officer of Alphabet, is taking up a brand new function overseeing its investments

Somebody to observe: Anjney Midha, Andreessen Horowitz’s new investment partner in artificial intelligence

the subsequent:

analysis theCUBE Podcast Is available in late Friday, for protection of this and different information of the week, from analysts John Fourier and Dave Vaillant.

Subsequent week’s earnings from (amongst different issues) Amazon, Apple, Arista, AMD, Commvault, Uber, Qualcomm, Informatica, Cloudflare And fortinet.

Picture: Google/Reside Streaming