Behind the scenes outside of the @F1 US Grand Prix in Austin!

@PatrickMoorhead and @danielnewmanUV sat down with @HPE’s @AntonioNeri_HPE and @MercedesAMGF1's @TotoWolff_ plus Max Walker and Michael Taylor to discuss AI, tech, and performance.

Thanks to all our guests! Full

AI demand remains strong, but the market is looking more closely at where returns are showing up and how long today’s investment cycle can hold.

@TheFuturumGroup CEO @DanielNewman joined the 𝘉𝘭𝘰𝘰𝘮𝘣𝘦𝘳𝘨 𝘋𝘢𝘺𝘣𝘳𝘦𝘢𝘬: 𝘈𝘴𝘪𝘢 podcast to discuss @Meta’s latest into autonomy and robotics, and the continued demand for compute across hyperscalers and the broader AI infrastructure market.

The conversation moves beyond spending alone, looking at where AI ROI is beginning to emerge, why semiconductor and infrastructure companies remain central to the current cycle, and how persistent supply constraints continue to influence the market outlook.

Hear Daniel’s full perspective on what these signals mean for the AI market in the podcast conversation below.

#AI #BigTech #Semiconductors #FuturumGroup

Missed us live? Episode 61 is worth the replay.

@danielnewmanUV and @StockSavvyShay reacted to SpaceX, Tesla and Meta earnings, why AI stocks still sold off on yields, and your questions on dip buying, Google's 200-day, Nebius, Cipher and IREN.

What will define the next generation of SASE market leaders?

As the SASE market matures, enterprise buyers are prioritizing AI-driven security, platform consolidation, and measurable business outcomes. These evolving expectations are creating new opportunities for providers to their strategies with changing customer needs.

To better understand these shifts, @TheFuturumGroup and @G2dotcom are bringing together @fsmontenegro, VP and Practice Lead for Cybersecurity, and Lauren Worth, Security, Privacy, and GRC Software Analyst, alongside moderator @mitchellashley, VP and Practice Lead for DevOps and AppDev, for a live discussion on the evolving SASE landscape and what buyer signals reveal about market leadership.

Combining Futurum’s analyst expertise and Signal methodology with G2’s verified customer data, the discussion will examine the market forces influencing SASE adoption and the buyer priorities that will help determine future leadership.

𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟱 | 𝟭𝟮:𝟬𝟬 𝗣𝗠 𝗘𝗧

Be part of the discussion and hear expert perspectives on the future of SASE: 👉 bit.ly/4idatoX

#SASE #Cybersecurity #NetworkSecurity #FuturumResearch

The AI market is not showing signs of too much compute. It is still racing to secure more of it.

On @YahooFinance, @TheFuturumGroup CEO @danielnewmanUV pushed back on concerns that AI infrastructure is being overbuilt. He pointed to @SpaceX, @nvidia, and the major hyperscalers, y continues to attract strong demand and premium pricing.

As that investment continues, the focus is turning to how quickly companies can convert AI spending into revenue and productivity. For @Meta, Daniel said that means proving its agentic platform can drive paid usage and strengthen the advertising business. Across the broader economy, it means seeing AI contribute to stronger earnings and productivity beyond the technology sector.

▶️ Hear Daniel’s perspective on SpaceX, Meta, and what comes next for the AI trade.

#AI #SpaceX #NVIDIA #Meta #Futurum

Power availability will help determine how quickly edge and colocation infrastructure expands.

Futurum Research forecasts revenue growth from $16.9B in 2025 to $55.2B by 2031. Projected compound annual growth of 21.8% exceeds the 18.3% recorded between 2022 and 2025.

For outlook puts greater importance on credible delivery commitments. Grid connections, equipment lead times and construction schedules can determine when new capacity becomes operational. Procurement teams should assess these dependencies alongside price.

Explore what this forecast means for infrastructure investment and capacity planning: 👉 bit.ly/4zJlqWe

#EdgeComputing #Colocation #AIInfrastructure #FuturumResearch

The AI infrastructure story is still about scarcity, not oversupply.

@TheFuturumGroup CEO @danielnewmanUV pointed to @SpaceX and @CoreWeave as evidence that demand for AI capacity remains strong. SpaceX is investing aggressively to expand capacity, while CoreWeave’s backlog demand already absorbing much of its available capacity.

Daniel sees power and available compute as increasingly valuable assets. For providers that already have capacity and customers ready to use it, concerns about an AI infrastructure glut may be missing the bigger picture.

▶️ Hear Daniel’s perspective on SpaceX ($SPCX), CoreWeave ($CRWV), and the demand driving the AI infrastructure market.

#AI #SpaceX #CoreWeave #AIInfrastructure

"Boy, did SpaceX deliver and also gave a lot of visibility on whether or not this AI drawdown that we've seen across so many different infrastructure stocks is worth buying." -@StockSavvyShay

The next source of funding for enterprise AI may already be sitting in existing storage infrastructure. CTERA telemetry covering 16 petabytes of enterprise NAS data shows that 83.1% of storage capacity has not been modified in over a year, while only 4.4% represents the active resents an opportunity to reduce unnecessary storage costs and redirect spending toward AI initiatives.

In partnership with @CTERA, @TheFuturumGroup explores how organizations can free up infrastructure spending to support AI investment. The brief outlines four approaches to storage optimization and explains how smarter data management can reduce costs while improving resilience and infrastructure flexibility.

⏯️ Explore the key findings and use the link to download the full brief:
👉 bit.ly/3U2RNjL

#AIInfrastructure #DataStorage #EnterpriseAI #CTERA #Futurum

Concern about AI-driven job displacement is not evenly distributed across the technology workforce.

Futurum research finds a clear divide by gender, seniority and AI expertise. 24% of women say they are concerned about losing their job because of AI, compared with 9% of men.
among practitioners than among senior leaders. Respondents with greater AI expertise report some of the highest levels of concern about potential job displacement.

The data points to an important disconnect in how different groups across the technology workforce view AI’s impact on their own roles.

Explore the full research: 👉 bit.ly/3UhKdlb

#EnterpriseAI #AIWorkforce #FutureOfWork #FuturumResearch

Humanoid robots are capturing headlines. But where is the real opportunity in the $391 billion robotics market?

According to Futurum Research’s Robotics TAM Model, mobile ground robots are projected to account for $125 billion by 2035, driven by growing adoption in logistics, ial automation.

With some applications delivering payback in under two years, the business case for robotics is becoming an important factor in enterprise investment decisions.

Join @Smithksa, GM of Futurum Research, and @OABlanchard, Research Director and Practice Lead for Intelligent Devices, for a discussion exploring the market forces driving robotics adoption and the opportunities emerging across different segments.

Discover which robotics technologies are positioned for growth and where businesses should focus their investments.

🔗 Register for the webinar: 👉 bit.ly/4ivc3nn

#Robotics #PhysicalAI #Automation #FuturumResearch

Autonomous agents can only act reliably when they understand what enterprise data means. That requirement is exposing a gap in many AI architectures. Agentic AI adoption has leveled off at 47%, while more than 25% of technology leaders surveyed identify data integration as their partnership with @Teradata, @TheFuturumGroup explores how a governed context layer can help address that gap. The brief outlines a four-tier architecture that brings together distributed data, semantic models, runtime governance and operational memory. It also shows how Industry Knowledge Models can provide agents with verified domain context for more reliable decisions and execution.

⏯️ Explore the key findings and use the link to download the full brief:
👉 bit.ly/47ufm8g

#AgenticAI #EnterpriseAI #DataArchitecture #Teradata #Futurum

Two years ago Ondas did $7 million in revenue. Its target this year is $525 million to $550 million, and @StockSavvyShay says most of that is bought. He and @StockMarketNerd go deep on $ONDS and whether all those businesses can run as one company.

This week on The Six Five Pod Ep. 324: @Meta and @Google rejoined the frontier race with Muse Wonder and Gemini 4 Argon.
@Microsoft committed to Maia 300 as its future primary inference platform. @Apple and Meta teamed up on Muse Spark Open. And CPI, PPI, and a @CoreWeave debt to a midweek selloff.
@PatrickMoorhead and @danielnewmanUV cover it all.
$META $GOOGL $NVDA $MSFT $AMAT $AMD $AAPL $CRWV $ASML $TSM

Tune in:
00:00:00 - Intro
00:02:25 - Week Preview: Rates, New Models, Microsoft’s Chip, and Applied Materials’ EPIC
00:06:28 - Meta, Google and NVIDIA Advance Agent Models, With Reliability Still Uneven
00:12:20 - Microsoft’s Maia 300 Makes Custom Silicon Central to Its Inference Strategy
00:16:19 - Maia’s Memory, Third-Gen Silicon, and Microsoft’s Self-Funded Buildout
00:18:05 - Applied Materials’ EPIC Brings Chip R&D Teams Together to Shorten Development
00:25:01 - OCP: AMD, NVIDIA and Cisco Shift the AI Race to Rack-Scale Systems
00:32:30 - Apple and Meta Bring Large Open-Weight Agents to the Mac Desktop
00:42:25 - The Flip: Are AI Leaderboard Rankings Becoming More Useful to Vendors Than to Enterprise Buyers?
00:49:40 - CPI/PPI Revive Rate-Hike Fears and Pressure the AI Trade
00:55:12 - Anthropic’s Investor Event Puts Growth and Adjusted Profitability Under Scrutiny

Missed us live? Episode 60 is worth the replay.

@danielnewmanUV and @StockSavvyShay covered the AI selloff, CoreWeave's 14.5% bond yield, the energy behind CPI and PPI, what TSMC and ASML said about demand, and your questions on Rocket Lab, Qualcomm and Oracle.

Enterprise AI is shifting from assistance toward delegation. 64% of organizations are already piloting or deploying agentic AI, while only 11% describe their AI maturity as transformational. Closing that gap requires agents that can carry work across systems while maintaining cost control.

In partnership with @googlecloud, @TheFuturumGroup explores what it takes to support this new model of work. The brief outlines five requirements for a universal agent and looks at how persistent context, orchestration, model choice and built-in governance can help enterprises delegate outcomes instead of individual tasks.

⏯️ Explore the key findings and use the link to download the full brief:
👉 bit.ly/4hPsESN

#AgenticAI #EnterpriseAI #GoogleCloud #AITransformation #Futurum

The AI infrastructure buildout is not collapsing. It is becoming more selective.

From SemiCon West, @FuturumEquities’ @rolfbulk explained why higher borrowing costs could make new projects harder to finance, especially for smaller neoclouds. @CoreWeave ($CRWV), however, remains pute demand, a substantial backlog, and tangible assets including GPUs, power agreements, and data center capacity. Rolf expects consolidation across the sector, not collapse.

He also sees strong AI infrastructure growth continuing through 2027 and 2028. Memory remains one of the biggest constraints, with DRAM demand likely to stay well ahead of supply, supporting the outlook for @MicronTech ($MU) and @SKhynix ($SKHY) alongside continued strength from @nvidia ($NVDA).

▶️ Watch the segment for Rolf’s perspective on neocloud financing, AI infrastructure demand, and the memory bottleneck.

#AI #Semiconductors #NVIDIA #FuturumEquities