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  • Info
81. Election Reset on Tech, Debunking Activists Slamming Jassy, Enterprise AI About to Boom
November 8, 2024
Dave Vellante
Co-Founder & Co-CEO SiliconANGLE Media, Inc.
HOST
George Gilbert
Principal Analyst, Data & AI SiliconANGLE & theCUBE
HOST
In this episode, Dave Vellante and Johnny discuss the impact of the recent election on the tech industry, leading to a sense of certainty in the country and a relief rally on Wall Street. The CHIPS Act, private equity, M&A, and IPOs are expected to boom post-election. The conversation also covers topics like a potential US sovereign investment fund, the role of AI in growth, and the need for structural changes to compete globally. Cloud computing giants like AWS, Microsoft, and Oracle are mentioned as driving innovation and growth.

Dell's Tech Summit r... Read more
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