Daniel Newman

Nvidia Corp. is turning former rival Groq into a customer, with Groq announcing Wednesday it will put Nvidia systems in its data centers, allowing GroqCloud customers to access Nvidia technology along…

Moor Insights & Strategy founder Patrick Moorhead and Futurum CEO Daniel Newman said AI is the biggest phenomenon in the history of technology, not just a hype cycle, following quarterly earnings repo…

A global memory supply shortage driven by surging AI demand caught nearly all experts off guard, according to a post on Grey Enlightenment. The shortage, which began in 2025 and continues into 2026, h…

The four largest hyperscalers—Alphabet, Amazon, Meta, and Microsoft—are on track to spend a combined ~$725 billion in capital expenditures in 2026, up 77% from 2025, as part of the largest infrastruct…