Daniel is a visionary leader setting out to shift the high tech research and analysis business by delivering next generation insights, speed, and intelligence to the marketplace. He is the Founder of BroadSuite Consulting and The Futurum Group. An experienced C-Level Executive who is passionate about strategy and is frequently featured on Yahoo Finance, Bloomberg, and other broadcast programming. He previously served as the co-founder and CEO of EC3, and CEO of United Visual, parent company to United Visual Systems, United Visual Productions, and United GlobalComm; a family of companies focused on Visual Communications and Audio Visual Technologies.
Recent Videos
The Six Five Pod | EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone Miss
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's GTC conference, where Jensen Huang delivered his strongest keynote yet, announcing $500 billion in AI chip bookings and seven new supercomputers. The duo explores OpenAI's restructuring deal with Microsoft, Qualcomm's ambitious entry into data center AI chips, and Amazon's massive job cuts amid AI automation. They debate whether government equity stakes in critical tech industries represent smart capitalism or creeping socialism, examining investments in Intel, quantum computing, and rare earth materials. The earnings segment covers the Mag Seven's capex surge, with Meta, Google, Microsoft, and Amazon all increasing AI infrastructure spending despite market concerns. ServiceNow's continued Rule of 50 performance and Apple's disappointing iPhone numbers round out a packed discussion on AI infrastructure buildout, energy constraints, and the race for technological supremacy.
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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 to Google Chrome. The hosts analyze earnings from IBM, Intel, Tesla, SAP, and T-Mobile, offering insights on AI investments, market performance, and industry trends. They debate the impact of AI on various sectors and explore the challenges of quantum computing adoption. The episode provides a comprehensive overview of current tech industry developments, blending expert analysis with engaging banter between the hosts.
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 impressive growth projections and AI infrastructure plans. The hosts also delve into OpenAI's partnerships with Broadcom and other tech giants, exploring the implications for the AI cloud market. They touch on Apple's latest chip announcements and debate Oracle's potential to challenge the top cloud providers. The episode concludes with insights on TSMC's strong earnings and its impact on the semiconductor industry, as well as a brief discussion on ASML's performance. Throughout, the hosts provide candid analysis and occasional humor, offering listeners a comprehensive overview of the week's most significant tech news.
