Articles

  • 4 days ago | futurumgroup.com | Daniel Newman

    Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week’s tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are:Tariff and Trade Policy Whipsaw: Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions.

  • 1 week ago | futurumgroup.com | Daniel Newman

    The future of AI isn’t just about the models; it’s about the fiber, platforms, and systems that power them.⚡At Google Cloud Next 2025, Patrick Moorhead and Daniel Newman are joined by Mark Lohmeyer, VP & GM Compute and ML Infrastructure at Google Cloud, to explore the crucial infrastructure driving the AI revolution and how Google Cloud is designing for the next generation of AI workloads.

  • 1 week ago | futurumgroup.com | Daniel Newman

    The future of cloud is being driven by REAL business outcomes. ☁️At Google Cloud Next 2025, hosts Patrick Moorhead and Daniel Newman are joined by Hayete Gallot, President, Customer Experience at Google Cloud, to share how the company is structuring its approach to empowering businesses to effectively leverage AI.

  • 1 week ago | futurumgroup.com | Daniel Newman

    “Is this Armageddon or just another Monday morning?” That’s the question on everyone’s mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what’s really happening.

  • 2 weeks ago | futurumgroup.com | Daniel Newman

    Is the mainframe still the undisputed king of reliability and security? 🤔While the cloud and AI may dominate the headlines, the mainframe remains the backbone of the global economy, processing trillions of transactions daily.

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Daniel Newman
Daniel Newman @danielnewmanUV
22 Apr 25

TD Cowen loves the data center demand is dying and AI is dead talk track. Maybe next they can do a piece on Google, which can soon be rebuked like the ones on Microsoft and now Amazon. $AMZN $MSFT $GOOGL

The Transcript
The Transcript @TheTranscript_

$AMZN AWS VP of Global Data Centers on speculations of AWS going on pause on certain Colo deals: "This is routine capacity management & there haven’t been any recent fundamental changes in our expansion plans." https://t.co/2jKTr2pdw7

Daniel Newman
Daniel Newman @danielnewmanUV
22 Apr 25

RT @danielnewmanUV: The topic of canceled datacenter contracts is only part of the right question for investors. The one that investors sh…

Daniel Newman
Daniel Newman @danielnewmanUV
22 Apr 25

RT @danielnewmanUV: Google is correct👇🏻 Dumb time to harm our innovators. $GOOGL