John Furrier
Latest from John Furrier
ANALYSIS
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 the race to power enterprise AI. The Santa Clara, California-based chipmaker reported second-quarter ...
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 with theCUBE with me at our NYSE Wired studio in NYC. The round ...
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 where Rafay Systems Inc. sees its opportunity. In my recent conversation with Haseeb ...
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, that’s where the real competition is taking place. As artificial intelligence companies remain ...
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 47,000 Nvidia GB300 graphics processing units across a 300-megawatt artificial intelligence data center ...
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 reserved the ticker symbol “ORNN” on the New York Stock Exchange. The reservation ...
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 too broadly and cutting too deeply across the enterprise for leaders to wait ...
The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital
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 chips and the juice, you’re winning. But as the market matures from experimental ...
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 — one thing is clear: this AI cycle isn’t another wave like cloud ...
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 recent gathering served as a high-signal indicator that the “experimental” phase of digital ...