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

Oracle’s new AI bet: Make the AI database the center of agentic workloads

AI By JOHN FURRIER5 MONTHS AGO

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

AI By JOHN FURRIER5 MONTHS AGO

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

AI By JOHN FURRIER6 MONTHS AGO

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

CLOUD By JOHN FURRIER6 MONTHS AGO

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 …

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 FURRIER8 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 FURRIER8 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 …

John Furrier

Latest from John Furrier

Oracle’s new AI bet: Make the AI database the center of agentic workloads

The $1T infrastructure war: How Nvidia is replatforming the agentic era

GTC preview: Inside the AI factory — The $1T infrastructure war under the hood of the AI economy

Figma’s orchestration bet: Why MCP network effects redefine software defensibility

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

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