Author: Daniel Newman

May 27, 2026

Futurum Group Enters Definitive Agreement to Acquire Aptiviti Inc., Parent of Enterprise Technology Research (ETR), Bringing Wall Street’s Premier Predictive Data into its Futurum Intelligence Platform™

Futurum Group, a leading technology advisory, research, and intelligence firm, today announced the signing of a definitive agreement to acquire Aptiviti, Inc., the parent company of Enterprise Technology Research (ETR)....
Five Layers of the AI Cake
May 4, 2026

Five Layers of the AI Cake

In our latest Market Brief, Five Layers of the AI Cake, completed in partnership with NVIDIA, Futurum Research examines AI as a five-layer infrastructure stack and explores what policymakers, investors,...
From Proof of Concept to Inference ROI Overcoming the Five Failure Modes of Production AI with Nebius Token Factory
March 24, 2026

From Proof of Concept to Inference ROI: Overcoming the Five Failure Modes of Production AI with Nebius Token Factory

In our latest report, From Proof of Concept to Inference ROI: Overcoming the Five Failure Modes of Production AI with Nebius Token Factory, completed in partnership with Nebius, Futurum Research...
Arm at the Center of the AI & Data Center Revolution
February 10, 2026

Arm at the Center of the AI & Data Center Revolution

In Arm at the Center of the AI & Data Center Revolution, Futurum Research examines how Arm’s scalable IP, partner ecosystem, and software enablement are positioning it as a unifying...
TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance
December 18, 2025

TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance

In our latest Analyst Insight Report, TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance, completed in partnership with TMTG, The Futurum Group covers the critical...
The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster
October 27, 2025

The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat...
The Six Five Pod EP 281 Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
October 20, 2025

The Six Five Pod | EP 281: Inside the Week in Tech – Oracle, Salesforce, TSMC & the AI Cloud Race

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's...
The Six Five Pod | EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
October 13, 2025

The Six Five Pod | EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution’s Key Players

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss AMD's groundbreaking deal with OpenAI, Cisco's advancements in AI networking, Intel's foundry progress, and Qualcomm's...
QumulusAI USD.AI Financing Model for AI Infrastructure Capital
October 9, 2025

Could QumulusAI–USD.AI Financing Model Be a New Model for AI Infrastructure Capital

Ray Wang and Daniel Newman at Futurum share their insights on how QumulusAI USD.AI financing uses tokenized GPU collateral and stablecoin liquidity to fund up to 70% of deployments, enabling...
How MediaTek is Driving AI Innovation at the Edge - Six Five Media
October 7, 2025

How MediaTek is Driving AI Innovation at the Edge – Six Five Media

PD Rajput, Associate Vice President at MediaTek, joins hosts to share insights on how edge AI, custom silicon, and advanced device capabilities are transforming client computing across Chromebooks and personal...
The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
October 6, 2025

The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussMeta's $14 billion infrastructure deal with Core Weave, OpenAI's $6 billion agreement, and the ongoing debate...
The Six Five Pod | EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint
September 29, 2025

The Six Five Pod | EP 278: The Foundation of Future AI: From Micron’s Memory Surge to Marvell’s XPU and Nvidia’s $100 Billion Blueprint

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's $100 billion investment in OpenAI, Oracle's leadership changes, Microsoft's addition of Anthropic to Copilot,...

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