Daniel Newman

Analyst, Futurum Group · Person · Tech

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Daniel Newman - Analyst, Futurum Group. Tracked across 9 mentions in podcasts and expert conversations analyzed by Sonic.

What Daniel Newman has said

According to Daniel Newman, the upgrade cycle for AI hardware is accelerating, with new technology waves arriving approximately every six months.

neutral·Jared Blickery

Daniel Newman of Futurum Group believes the Consumer Electronics Show (CES) has effectively become a showcase for the semiconductor industry rather than consumer electronics.

bullish·Jared Blickery

The Futurum Group forecasts the AI infrastructure market will reach $2.7 trillion by 2030.

bullish·Daniel Newman

According to Daniel Newman, the upgrade cycle for AI hardware is accelerating, with new technology waves arriving approximately every six months.

Expert perspectiveJared BlickeryApr 20

Daniel Newman of Futurum Group believes the Consumer Electronics Show (CES) has effectively become a showcase for the semiconductor industry rather than consumer electronics.

Expert perspectiveJared BlickeryApr 20

The Futurum Group forecasts the AI infrastructure market will reach $2.7 trillion by 2030.

Expert perspectiveDaniel NewmanMay 21

SpaceX has stated that it believes its Total Addressable Market (TAM) is more than $25 trillion.

Expert perspectiveDaniel NewmanMay 21

Anthropic has experienced issues with having enough compute capacity for its customers over the last few quarters.

Expert perspectiveDaniel NewmanMay 21

Dario Amadei of Anthropic stated that the company's next model, Mythos, has the potential to identify significant cybersecurity vulnerabilities in infrastructure.

Expert perspectiveDaniel NewmanMay 21

According to Sundar Pichai at Google I/O, Google is processing 3 quadrillion tokens per month.

Official sourceDaniel NewmanMay 21

NVIDIA's gross margin has returned to the 75% level.

Expert perspectiveDaniel NewmanMay 21

NVIDIA CEO Jensen Huang has indicated a potential order book of $20 billion for the company's CPU products.

Official sourceDaniel NewmanMay 21

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