John Furrier
Latest from John Furrier
Nvidia Corp.’s first AI infrastructure boom concentrated enormous amounts of compute. The next opportunity will be distributing it through high-speed network fabrics. Everyone knows that I love stories that connect Silicon Valley to Wall Street. Well, two important events this week did …
The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale
The first phase of the generative artificial intelligence infrastructure boom was defined by a race for graphics processing units. The next phase will be defined by what happens after those GPUs arrive. As the AI infrastructure buildout continues to advance rapidly the …
AI factories enter the execution era as Cisco and Nvidia push rack-scale systems into production
The artificial intelligence infrastructure market is crossing an important threshold. The conversation is shifting from acquiring graphics processing units to building complete AI factories that can generate tokens reliably, efficiently and at scale. This is the next bottleneck. GPUs may be the …
AMD’s AI engine shifts into higher gear as data center revenue more than doubles and Helios ramps – but market is confused
Advanced Micro Devices Inc. delivered another strong quarter Tuesday, beating Wall Street expectations as its artificial intelligence infrastructure business continued its rapid expansion. The company posted 107% year-over-year growth in data center revenue, reinforcing that AMD is becoming a formidable challenger in …
Obsidian Security raises $85M as AI agents create cybersecurity’s next major attack surface
Obsidian Security Inc. has raised an $85 million Series D funding round at a post-money valuation of $1.1 billion as enterprises increasingly look to secure autonomous artificial intelligence agents accessing cloud applications, Chief Executive Hasan Imam said today in an exclusive interview …
Rafay Systems targets the operating layer of the AI infrastructure boom
The AI infrastructure market is moving through a critical transition. The first phase was about acquiring graphics processing units and standing up capacity. The next phase is about turning that expensive hardware into a secure, reliable and profitable cloud service. That is …
Why the next battle for technology IPOs begins years before companies go public
When most people think about the New York Stock Exchange, they think about listing day. The opening bell. CNBC. The trading floor. The moment a private company becomes public. What they don’t see are the years leading up to that moment. Increasingly, …
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 …
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 …
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 …