John @Furrier Newsletter

Home
Notes
Archive
About
Nvidia's High-Tech Odyssey: Merging Human Creativity and AI in a Bold New Era
Nvidia is going after the new Enterprise IT $$$$$
 • 
JohnFurrier.substack.com
Analysis: HPE buys Juniper Networks for $14 billion
Top Analysts Breakdown the Enterprise Megadeal
 • 
JohnFurrier.substack.com
A re:Invent exclusive: AWS CEO Adam Selipsky to reveal a new generative AI stack
An interview with AWS CEO Adam Selipsky, ahead of re:Invent, on the multifaceted impact of generative AI, the role of AI chips, the OpenAI fiasco, and…
 • 
JohnFurrier.substack.com
35. AI Cloud Collision, Investor Uncertainty, Supercloud 5
On this weeks edition of theCUBE Pod, John & Dave talk about the hypersacaler earnings, investor uncertainty around AI, and the exciting announcement of…
 • 
JohnFurrier.substack.com
1:07:36
Amazon Web Services (AWS) - Q3 2023 Earnings Analysis
AWS profit increases from cost-cutting as the cloud player pumps up its Gen AI narrative
 • 
JohnFurrier.substack.com
34. Broadcom & VMware in the Red Zone, Cloud AI Wars - Who Will Win?
On this weeks edition of theCUBE Pod, John & Dave talk about the Broadcom & VMware merge, and give an update on the cloud wars.
 • 
JohnFurrier.substack.com
56:08
33. Israel Conflict, SAS Championship Pro-AM
On this weeks edition of theCUBE Pod, John & Dave talk about the conflict Israel, John's experience at the SAS Championship pro-am event, and rants of…
 • 
JohnFurrier.substack.com
43:02
32. MGM Hack - To Pay or Not to Pay? Dell Hands Out Cash to Investors. Flexport Drama, More Layoffs
On this weeks edition of theCUBE Pod John & Dave riff on the current state of the economy, Dell's financial meeting in NYC, and the UK Antitrust…
 • 
JohnFurrier.substack.com
1:07:14
John @Furrier Newsletter
Enterprise Tech Analysis plus Silicon Valley Business and Technology Insights

John @Furrier Newsletter

AboutArchiveSitemap
© 2024 John Furrier
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture