John Furrier
Latest from John Furrier
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 — ...
The SaaSpocalypse mispricing: Why markets are getting the AI-software shakeout wrong
Everyone’s suddenly talking about a “SaaSpocalypse,” but that framing of artificial intelligence disrupting software-as-a-service misses the point. What’s playing out isn’t collapse, it’s a reshuffle — AI is changing how work gets done, and investors are struggling to separate real disruption from headline noise. Last week’s $285 billion software selloff was a fundamental miscalculation about ...
Retail 2026: When AI becomes the operating system
As the National Retail Federation’s annual conference takes over New York this week, the conversations we’re having across SiliconANGLE, theCUBE, theCUBE Research and NYSE Wired all point to the same conclusion: Retail is entering a once-in-a-generation transformation. The signals are everywhere — from store floors to supply chains to boardrooms — and they tell a ...
Seeking the Holy Grail: Why AI performance is now a systems problem
A recent independent study conducted by SiliconData reveals key architecture points for the next generation of artificial intelligence infrastructure. The most important takeaway from a recent independent performance study analyzed by theCUBE Research and the NYSE Wired team is it’s not about any single graphics processing unit or accelerator generation. It’s about the system wrapped around the ...
ANALYSIS
Nvidia and the AI factory era: What we’ve been watching all along
For the last several years on theCUBE, I’ve been using a phrase that at first sounded abstract and now feels obvious: AI factories. Not data centers. Not GPU clusters. Factories. At the time, it was shorthand for something deeper: a shift from computing as infrastructure to computing as production. Raw data goes in. Intelligence comes ...
ANALYSIS
Nvidia at CES: Alpamayo signals the real arrival of physical AI
At CES 2026, Nvidia Corp. announced Alpamayo, a new open family of AI models, simulation tools and datasets aimed at one of the hardest problems in technology: making autonomous vehicles safe in the real world, not just in demos. On the surface, Alpamayo looks like another AI platform announcement. In reality, it’s a continuation — ...
Exclusive: AWS CEO Matt Garman declares a new era: Agents are the new cloud
After 13 years covering Amazon Web Services Inc. up close — including watching more than a decade of reinvention from the front row — I’ve learned to feel when the ground is shifting. And this year, that feeling is unmistakable. AWS re:Invent 2025 opens with a charge in the air as more than 60,000 attendees ...
AWS unveils EKS capabilities to reinvent Kubernetes operations as AI workloads surge
In major move signaling how Amazon Web Services Inc. intends to redefine Kubernetes operations for the artificial intelligence era, AWS today announced Amazon EKS Capabilities, a fully managed suite of Kubernetes-native tools that integrate popular open-source tooling directly into the EKS control plane. The launch marks one of the company’s most aggressive steps toward reducing ...
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 ...