John Furrier
Latest from John Furrier
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 ...
ANALYSIS
The $1T infrastructure war: How Nvidia is replatforming the agentic era
Every keynote from Nvidia Corp. Chief Executive Jensen Huang is a marathon. It’s a 2.5-hour firehose of product drops and partnerships designed to test the limits of even the most hardcore silicon fanboys. It’s high-octane, high-bandwidth and, frankly, a lot to process. But if you blinked around the two-hour mark, you missed one of the ...
GTC preview: Inside the AI factory — The $1T infrastructure war under the hood of the AI economy
Every year the artificial intelligence industry gathers at Nvidia Corp.’s GPU Technology Conference expecting to see faster graphics processing units, bigger models and the next wave of AI software innovation. And yes, that will all be there. But if you’ve been watching the conversations we’ve been having on theCUBE over the past few years, you ...
Figma’s orchestration bet: Why MCP network effects redefine software defensibility
Wall Street just repriced software-as-a-service. Again. Security stocks sold off after Anthropic PBC launched Claude Code Security. Investors reacted the way they’ve reacted all year: assuming artificial intelligence collapses categories, compresses multiples, ask questions later. CrowdStrike Holdings Inc., Cloudflare Inc. and others took the hit as the market tries to digest what agentic AI actually ...
The memory supercycle is here — and the AI funding frenzy is pouring fuel on it
It’s another week in which the funding frenzy in artificial intelligence continues unabated, as World Labs Inc. and Ineffable Intelligence Inc. each raised $1 billion — the latter even before it has a product. OpenAI Group PBC is reportedly raising $100 billion on an $850 billion valuation, and at least a half-dozen other startups raised ...
The $380B orchestration bet: Understanding the ‘coding wedge’ as AI labs move beyond the model layer
Wall Street blinked — and $285 billion vanished. Not because revenue collapsed. Not because guidance cratered. But because a handful of artificial intelligence labs signaled, unmistakably, that they’re no longer content supplying models to software-as-a-service companies. They want the whole stack. What has been called the “SaaSpocalypse” isn’t about software dying. It’s about control — ...