John Furrier
Latest from John Furrier
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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. …
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 …
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 …