John Furrier

John Furrier is founder, co-CEO, of SiliconANGLE Media consisiting of SiliconANGLE.com. theCUBE.net, theCUBEresearch.com, and our AI Video Media Cloud. The combination of all these brands creates a new media company covering the intersection of computer science and social science. Furrier's vision is of a future that uses technology and data to create quality content and user experiences while creating and growing quality communities.

Simply put: To extract the signal from the noise! Our motto: we cover everything "where Computer Science meets Social Science". Furrier lives in Palo Alto, California.

Latest from John Furrier

The AI factory is becoming the computer and it’s changing the semiconductor race

INFRA By JOHN FURRIER1 WEEK AGO

The next phase of artificial intelligence infrastructure will not be defined by a single graphics processing unit, chip architecture or model. Compute, memory, networking, packaging, power and software are converging into a new systems architecture with sovereignty emerging as a consequence of …

The Transformation Edge: Why AI is forcing the CFO and CHRO to rewrite the enterprise together

AI By JOHN FURRIER1 WEEK AGO

There was a time when the org chart told you how the company worked. Finance managed capital. Human resources managed people. Information technology managed systems. Operations managed workflows. AI is blowing that model apart, creating a new discipline of “workforce economics,” where …

Nvidia’s next multibillion-dollar market: Breaking the AI factory out of the data center

INFRA By JOHN FURRIER1 MONTH AGO

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

INFRA By JOHN FURRIER1 MONTH AGO

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

INFRA By JOHN FURRIER1 MONTH AGO

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

AI By JOHN FURRIER2 MONTHS AGO

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

AI By JOHN FURRIER2 MONTHS AGO

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

AI By JOHN FURRIER2 MONTHS AGO

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

EMERGING TECH By JOHN FURRIER2 MONTHS AGO

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

INFRA By JOHN FURRIER3 MONTHS AGO

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 …

John Furrier

Latest from John Furrier

The AI factory is becoming the computer and it’s changing the semiconductor race

The Transformation Edge: Why AI is forcing the CFO and CHRO to rewrite the enterprise together

Nvidia’s next multibillion-dollar market: Breaking the AI factory out of the data center

The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale

AI factories enter the execution era as Cisco and Nvidia push rack-scale systems into production

AMD’s AI engine shifts into higher gear as data center revenue more than doubles and Helios ramps – but market is confused

Why the next battle for technology IPOs begins years before companies go public

Beyond the $7.8B in deals: Why Wall Street is suddenly watching Argentum AI

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