John Furrier

@furrier

Cofounder Co-CEO SiliconANGLE theCUBE; Leading #Enterprise Analyst, events, media, cloud, reporting, digital TV; #SiliconValley #EnterpriseTech

Palo Alto, California

SiliconAngle.com

Joined March 2007

Replies Articles Media

John Furrier
@furrier
Aug 23
AI Chip War for Dummies The AI chip war is getting framed the wrong way. Everyone wants to talk about this chip vs that chip or performance and token speed. That’s not where the real fight is. The real AI architecture war is about data movement. I’ve been asked so many times
Made with AI
John Furrier
@furrier
Aug 22
Neoclouds going supernova. AI data center builder Nscale reportedly seeking $3B IPO on the @NYSE expect full @theCUBE and @NYSEWired coverage. The AI Infra IPOs are lining up for takeoff. siliconangle.com/2026/08/21/ai-… via @SiliconANGLE
siliconangle.com
AI data center builder Nscale reportedly seeking $3B IPO - SiliconANGLE
AI data center builder Nscale reportedly seeking $3B IPO - SiliconANGLE
John Furrier
@furrier
Aug 10
If you're in a service industry and are not taking advantage of the leverage of AI you're toast. This is the key to services business going forward.
Sarbjeet Johal
@sarbjeetjohal
Aug 10
Consensus multiples for IT services are now about a third of what they were in the beginning of 2025 - @a16z. My POV: every pivot has a dip... reskilling and redeploying will take a while. Besides, many enterprises (certainly parts of all enterprises) are in wait-and-watch
John Furrier
@furrier
Aug 7
A great historical run through many waves
Jeff Dean
@JeffDean
Aug 5
Tomorrow will be my last day at Google after 27 years, and watching it grow from 25 people to 190,000+ has been an amazing journey. Below is a note I shared with many people internally at Google today. An excerpt is: It has been an absolute pleasure to work with you and to help
John Furrier
@furrier
Jul 25
the @IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But
00:00