John @Furrier Newsletter
JohnFurrier.substack.comEnterprise Tech Analysis plus Silicon Valley Business and Technology Insights
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 83 | Founded | 7 years ago | Last Issue | 11 days ago |
| Active | |||||
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johnfurrier.substack.comLatest Issues
The Great AI Land Grab: Who Owns the Next Computing Stack?
The artificial-intelligence boom got another dose of adrenaline this week, but the more interesting story wasn’t simply that Nvidia delivered another huge quarter. Nor was it that Salesforce, supposedly sitting near the epicenter of the com...
NVIDIA’s Next $100 Billion Opportunity: Taking the AI Factory to the Edge
Nvidia Corp.’s first AI infrastructure boom concentrated enormous amounts of compute. The next opportunity will be distributing it through high-speed network fabrics.
Everyone knows that I love stories that connect Silicon Valley to Wall S...
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. In...
The Token Economy - State of AI
Gigawatt factories in the Texas scrub. Thirty trillion tokens a day. A $30 billion storage company, a search engine built for machines, and a continent trying to buy its independence one GPU at a time. Three years after ChatGPT, the art...
Beyond the $7.8B in deals: Why Wall Street is suddenly watching Argentum AI
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 un...
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Cofounder Co-CEO SiliconANGLE Media Inc..... Vist: https://t.co/GhCxrQUHp1 (news & reporting) https://t.co/D2HAwKyVzJ (video feed) Follow @theCUBE (people feed)
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