John Furrier
Latest from John Furrier
Beyond the $7.8B in deals: Why Wall Street is suddenly watching Argentum AI
Is Argentum AI building the financing layer for the AI infrastructure boom? Yesterday, Barron’s reported that Argentum AI, the infrastructure startup led by Andrew Sobko and backed by Supermicro, had signed about $7.8 billion in agreements tied to the deployment of roughly 47,000 Nvidia GB300 graphics processing units across a 300-megawatt artificial intelligence datacenter buildout. ...
Startup pioneers early-stage ticker reservation model aimed at reviving the public-company mindset
A venture-backed startup is introducing a new milestone to the startup playbook: reserving a stock ticker symbol years before an initial public offering. Ornn AI Inc., a company focused on bringing transparency to artificial intelligence compute markets, announced today that it has reserved the ticker symbol “ORNN” on the New York Stock Exchange. The reservation ...
The AI-era CFO: Why standing still is the riskiest move
The AI-era CFO can no longer assume that waiting is the safest decision in business — protect the capital, study the market and let someone else absorb the early risk. That traditional playbook is becoming dangerous. AI is changing too quickly, spreading too broadly and cutting too deeply across the enterprise for leaders to wait ...
The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital
The artificial intelligence arms race has spent the last two years obsessed with a duopoly of constraints: the desperate hunt for Nvidia Corp. silicon and the grueling wait for grid-scale megawatts. In the Valley, the mantra was simple: If you have the chips and the juice, you’re winning. But as the market matures from experimental ...
The Transformation Edge: Why the modern CFO is becoming the enterprise’s AI co-architect
There are moments in tech when the stack shifts. And then there are moments when everything shifts. This is the latter. After three decades in Silicon Valley — and now building a bridge between Palo Alto and the New York Stock Exchange — one thing is clear: this AI cycle isn’t another wave like cloud ...
The NewFi inflection point: ICME and NYSE Wired bridge the gap between tokenization and Wall Street
In a symbolic convergence of Wall Street gravity and crypto-native disruption, the Internet Capital Market Exchange, or ICME, partnered with NYSE Wired and theCUBE communities to host the inaugural NewFi Summit directly on the trading floor of the New York Stock Exchange. The recent gathering served as a high-signal indicator that the “experimental” phase of digital ...
ANALYSIS
Nutanix .NEXT 2026: The great replatforming has begun
Analyst thesis: Enterprise IT is moving from infrastructure decisions to platform outcomes — and the control plane is the new battleground. This brief was prepared by theCUBE Research based on pre-conference analysis, public announcements and primary source interviews. Forward-looking statements reflect analyst opinion and market observation, not guarantees of future performance. It is intended for enterprise ...
The $100B question: AI’s appetite for compute is rewriting the rules of tech
We’re hitting a pivotal moment in artificial intelligence right now. The latest financial disclosures from the front lines of the AI arms race — OpenAI Group PBC and Anthropic PBC — don’t just give us a peek under the hood; they expose the core tension shaping the entire industry. The smartest machines ever built are also the ...
Resolight.ai launches to change the AI interconnect game
There’s a narrative forming in artificial intelligence infrastructure — and most people are still looking in the wrong place. Everyone’s focused on graphics processing units. More compute. Bigger clusters. Faster chips. That’s where the headlines are. But the real constraint in AI factories isn’t compute. It’s movement. Inside every modern AI system, data is constantly in ...
Oracle’s new AI bet: Make the AI database the center of agentic workloads
In the race to define enterprise artificial intelligence, most of the industry is looking up the stack — chasing smarter models, bigger benchmarks and more capable generative AI systems. In some ways, Oracle Corp. is looking in a different direction. At its latest showcase during the Oracle AI World Tour London 2026, the company made ...