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John Furrier

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Palo Alto
As seen in: SiliconANGLE, LinkedIn, Medium, Forbes, Yahoo Finance, Business Wire, Flipboard, News Lanes, RealClear Defense, theCUBE Research, Powdersville Post
Cofounder Co-CEO SiliconANGLE theCUBE; Leading #Enterprise Analyst, events, media, cloud, reporting, digital TV; #SiliconValley #EnterpriseTech

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Articles

AMD's AI engine shifts into higher gear as data center revenue more than doubles, Helios ramps & market is confused

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By John Furrier Verified
| SiliconANGLE Verified
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.
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Obsidian Security raises $85M as AI agents create cybersecurity's next major attack surface

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By John Furrier Verified
| SiliconANGLE Verified
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.
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Rafay targets the AI infrastructure operating layer

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By John Furrier Verified
| SiliconANGLE Verified
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.
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