John Furrier
Latest from John Furrier
BREAKING ANALYSIS
Qualcomm’s AI200 turns up the heat on Nvidia — and puts inference economics in the spotlight
Qualcomm Inc. shares spiked as much as 20% early today after the company unveiled new data center artificial intelligence accelerators, the AI200 and AI250, aimed squarely at Nvidia Corp.’s inference stronghold with its graphics processing units. According to today’s reporting, AI200 is slated to ship in 2026, with AI250 following in 2027, and both will ...
ANALYSIS
IBM and Groq join forces to accelerate agentic AI: Making real-time intelligence an enterprise reality
The future of agentic artificial intelligence — intelligent systems that act autonomously on behalf of humans — is coming into focus, and two companies are shaping how it takes form inside the enterprise. IBM Corp. and Groq Inc. today announced a strategic partnership that brings together IBM’s watsonx Orchestrate, the company’s enterprise-grade agent orchestration and ...
ANALYSIS
Meta and Oracle embrace Nvidia’s Spectrum-X: Ethernet enters the mega AI factory era
At this year’s Open Compute Project Summit, Nvidia Corp. took another major step toward redefining the data center as a mega artificial intelligence factory. The company announced that Meta Platforms Inc. and Oracle Corp. will adopt its Spectrum-X Ethernet networking platform, a purpose-built system designed for AI workloads that connects millions of graphics processing units ...
TheCUBE Pod quick take: Washington’s deregulation drumbeat meets Wall Street’s AI fever
Inside a week when stablecoins are rising, Intel sounded the alarm — and Figma prepared to shut down Broad Street. Minutes after the closing bell echoed through the New York Stock Exchange, I tried to sum up an extraordinary stretch at the NYSE CUBE Studios. In one frenetic week we covered President Trump’s AI Action Plan, Tom Lee’s crypto ...
‘The bottom turtle’: Amazon’s storage workhorse is getting an AI upgrade
When Mai-Lan Tomsen Bukovec joined Amazon Web Services more than a decade ago, the company’s Simple Storage Service, better known as S3, was a humble online bucket for photos, logs and the occasional startup backup. Today it houses exabytes of corporate treasure, and Bukovec (pictured), now vice president for data and analytics, is busy teaching ...
Exclusive with Amazon Bedrock chief Atul Deo: AWS’ big bet on cheaper AI — and a new breed of software agent
Atul Deo’s goal is to make artificial-intelligence software both cheaper and smarter at the same time. The up-and-coming executive, head of Amazon Bedrock and generative artificial intelligence for Amazon Web Services Inc., has only six months to show it can be done before the company’s blockbuster annual re:Invent conference in December. “The AI space is moving ...
Exclusive: Amazon Web Services CEO Matt Garman bets on an agentic future
From a glass-lined conference room high above Amazon’s campus, Matt Garman firmly emphasizes one word: “speed.” With a full year under his belt, the new chief executive of Amazon Web Services Inc. (pictured) has just finished what we called a “halftime huddle” — two days of video exclusive meetings and interviews with top AWS lieutenants ...
AWS DC Summit 2025: The cloud becomes strategic national infrastructure for the AI era
At this year’s AWS DC Summit, one thing was clear: AI, cloud infrastructure and public-private partnerships are no longer future ambitions — they are national priorities happening now. TheCUBE Research’s Scott Hebner and I had a chance to interview the top leaders and ecosystem partners to extract the signal. The game is about capital spending ...
ANALYSIS
Iceberg and the future of data intelligence
As data becomes the lifeblood of modern enterprises, the expectations placed on data platforms are evolving at an unprecedented pace. No longer confined to powering dashboards or historical reports, today’s data ecosystems must fuel real-time decision-making, intelligent applications and AI agents that continuously learn and adapt. The new requirements for modern data platforms In this ...
The next frontier in enterprise AI: What to watch at Snowflake and Databricks summits
As we enter the artificial intelligence summit season, two pivotal events, Snowflake Summit and Databricks’ Data+AI Summit offer a rare lens into how the battle for the future of enterprise AI is unfolding. These are not just product showcases. They are directional signals that will shape how businesses organize around data, logic and automation over ...