Nvidia's second quarter outlook also reflected a boom in AI infrastructure investment. Nvidia projected revenue in the second quarter of $11 billion.
Generative AI "favors companies that have a tremendous amount of data," said Palo Alto Networks CEO Nikesh Arora.
If a startup has two choices of hiring someone awesome or firing an underperformer it's more important to fire, says Uri Levine, a two-time unicorn builder with Waze & Moovit and author of "Fall in Love with the Problem, Not the Solution."
OpenAI President and Co-Founder Greg Brockman, speaking at Microsoft Build, said "the technology is getting better and better, but the value is going into specific domains and understand how they work there."
Generative AI will have a tremendous impact on workers and likely impact 40 of the working hours across industries, but that doesn't mean 40% of jobs will go away, said Accenture CTO Paul Daugherty, who was the 1,000th guest on Constellation Research's DisrupTV.
Microsoft's pitch for Microsoft Fabric: Convince enterprises to go with one integrated analytics platform instead of integrating multiple vendors and services.
For those legacy customers, who are using the ServiceNow platform, Cloud Observability is a no-brainer add-on.
The APEX updates, announced at Dell Technologies World in Las Vegas, came as Chairman and CEO Michael Dell and co-chief operating officer Chuck Whitten walked through the company's portfolio, innovation and customers including the likes of Hyundai.
