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 memory supercycle is here — and the AI funding frenzy is pouring fuel on it

INFRA By JOHN FURRIER7 MONTHS AGO

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 …

The $380B orchestration bet: Understanding the ‘coding wedge’ as AI labs move beyond the model layer

AI By JOHN FURRIER7 MONTHS AGO

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 …

The SaaSpocalypse mispricing: Why markets are getting the AI-software shakeout wrong

AI By JOHN FURRIER7 MONTHS AGO

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 …

Retail 2026: When AI becomes the operating system

AI By JOHN FURRIER8 MONTHS AGO

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 — …

Seeking the Holy Grail: Why AI performance is now a systems problem

AI By JOHN FURRIER9 MONTHS AGO

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 …

Nvidia and the AI factory era: What we’ve been watching all along

AI By JOHN FURRIER9 MONTHS AGO

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 …

Nvidia at CES: Alpamayo signals the real arrival of physical AI

AI By JOHN FURRIER9 MONTHS AGO

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, …

Exclusive: AWS CEO Matt Garman declares a new era: Agents are the new cloud

AI By JOHN FURRIER10 MONTHS AGO

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 …

AWS unveils EKS capabilities to reinvent Kubernetes operations as AI workloads surge

CLOUD By JOHN FURRIER10 MONTHS AGO

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 …

Qualcomm’s AI200 turns up the heat on Nvidia — and puts inference economics in the spotlight

INFRA By JOHN FURRIER11 MONTHS AGO

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 …

John Furrier

Latest from John Furrier

The memory supercycle is here — and the AI funding frenzy is pouring fuel on it

The $380B orchestration bet: Understanding the ‘coding wedge’ as AI labs move beyond the model layer

The SaaSpocalypse mispricing: Why markets are getting the AI-software shakeout wrong

Retail 2026: When AI becomes the operating system

Seeking the Holy Grail: Why AI performance is now a systems problem

Nvidia and the AI factory era: What we’ve been watching all along

Nvidia at CES: Alpamayo signals the real arrival of physical AI

Qualcomm’s AI200 turns up the heat on Nvidia — and puts inference economics in the spotlight

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