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☆ Futurum's Daniel Newman: I'd put money into Microsoft or Nvidia, not Apple
▼ + stars: | 2024-05-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFuturum's Daniel Newman: I'd put money into Microsoft or Nvidia, not AppleDaniel Newman, CEO of The Futurum Group, joins 'Power Lunch' to discuss his expectations from Apple's earnings report.

Persons: Futurum's Daniel Newman, I'd, Apple Daniel Newman Organizations: Microsoft, Nvidia, Apple

☆ Samsung's memory business will get a lift when AI PCs hit the shelves, advisory firm says
▼ + stars: | 2024-04-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSamsung's memory business will get a lift when AI PCs hit the shelves, advisory firm saysOlivier Blanchard, research director at The Futurum Group, discusses Samsung's results and says the company "had a pretty rough 2023, so it's good to see them climb out of it, and climb out of it pretty quickly."

Persons: Olivier Blanchard

☆ 'It's all upside' for TSMC and other chipmakers over the next decade, advisory firm says
▼ + stars: | 2024-04-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'It's all upside' for TSMC and other chipmakers over the next decade, advisory firm saysOlivier Blanchard, research director at The Futurum Group, says "it's a good time to be a chip manufacturer, and it's a really good time to be TSMC," and discusses how a Trump presidency might affect the Taiwanese chip giant's outlook.

Persons: Olivier Blanchard, Trump

☆ Google partners with Bayer on new AI product for radiologists
▼ + stars: | 2024-04-09 | by ( Ashley Capoot | In | ) www.cnbc.com time to read: +4 min

"That whole process flow is designed to help radiologists get through their task with assistance more quickly," Kurian said in an interview. Google Cloud and Bayer are not the only companies exploring AI applications for medical imaging. Google Cloud has been working with Bayer on the radiology platform for around five years. The foundation was built using existing Google Cloud solutions like Vertex AI, Healthcare API and BigQuery, and Kurian said the platform's data is encrypted. Google Cloud and Bayer are exploring a number of different pricing models for the platform, he said.

Persons: Thomas Kurian, radiologists, Kurian, Keith Kirkpatrick, there's, Kirkpatrick, Bayer, Guido Mathews, Mathews Organizations: Google, Bayer, Tuesday, CNBC, Radiological Society of North, American College of Radiology's, Google Cloud, Philips, Amazon Web Services, GE HealthCare Locations: U.S, Radiological Society of North America, Netherlands

☆ Global distribution of semiconductor supply will enable more predictability - Strategist
▼ + stars: | 2024-04-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGlobal distribution of semiconductor supply will enable more predictability - StrategistCory Johnson of The Futurum Group discusses TSMC winning $6.6 biliion in U.S. subsidies for chip production in Arizona, and what this means for the wider semiconductor industry.

Persons: Cory Johnson Locations: Arizona

☆ Underestimating China in the AI 'multi-decade arms race' would be a mistake: Analyst
▼ + stars: | 2024-04-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUnderestimating China in the AI 'multi-decade arms race' would be a mistake: AnalystDaniel Newman of the Futurum Group says that with the semiconductor export restrictions imposed on China, the country has shown the "ability to innovate against the odds", and he worries about greater retaliation against U.S. tech companies and chipmakers.

Persons: Daniel Newman Organizations: Futurum, U.S Locations: China

A significant chunk of that money was strategic, in that it came from tech companies rather than venture capitalists or other institutions. The company has refocused much of its product development on generative AI, and its newly rebranded Gemini model, adding features into search, documents, maps and elsewhere. Alphabet and Nvidia are also investors in Runway ML, a generative AI company known for its video-editing and visual effects tools. Microsoft has invested in many of the techniques underpinning generative AI through its Microsoft Research division. Apple researchers recently published details of their work on MM1, a family of small AI models that can take both text and visual input.

Persons: Satya Nadella, Sam Altman, Justin Sullivan, Claude, Fred Havemeyer, Havemeyer, that's, Anthropic, Gemini Ai, Michael M, It's, Amy Hood, dealmaking Daniel Newman, Mustafa Suleyman, Newman, Lina Khan Organizations: Getty, Getty Images Tech, aren't, GPT, Microsoft, Meta, Apple, Nvidia, Google, Web Services, Amazon, Santiago, AMD, Runway ML, Mistral, Big Tech, Microsoft Research, Baidu, Futurum, Anthropic, Federal Trade Commission Locations: San Francisco, Macquarie, Anthropic, New York City, Mistral, U.S, China

☆ Futurum Group's Daniel Newman on Nvidia's momentum, headwinds and GTC 2024
▼ + stars: | 2024-03-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFuturum Group's Daniel Newman on Nvidia's momentum, headwinds and GTC 2024The Futurum Group CEO Daniel Newman and CNBC's Steve Kovach join 'Power Lunch' to discuss Nvidia's room to continue to run and its upcoming event.

Persons: Group's Daniel Newman, Daniel Newman, Steve Kovach Organizations: Futurum

☆ There's going to be a catchup trade for Big Tech, says Futurum CEO Daniel Newman
▼ + stars: | 2024-02-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's going to be a catchup trade for Big Tech, says Futurum CEO Daniel NewmanDaniel Newman, The Futurum Group CEO, joins 'Power Lunch' to discuss the big week for Big Tech.

Persons: Daniel Newman Daniel Newman Organizations: Big Tech, Futurum

☆ Premarket stocks: Is Nvidia too big to fail?
▼ + stars: | 2024-02-21 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +7 min

Investors expect Nvidia to report earnings of $4.59 a share and $20.378 billion in revenue, up from just $6.05 billion a year before. Too big to fail: For the time being, Nvidia is the “most sophisticated and deployed” chipmaker in the world, and its output is one of national importance, said Newman. Capital One wants to be the biggest credit card company in America. If approved by regulators and shareholders, Capital One’s (COF) acquisition will create the biggest US credit card company by loan volume. Compared to other major credit card issuers, Capital One has historically catered to customers with credit scores in the 600s range, which is considered subprime.

Persons: “, ”, Daniel Newman, Newman, Jensen Huang, ” What’s, Sam Altman, Pat Gelsinger, Elisabeth Buchwald, Biden, Richard Fairbank, Fairbank, Samantha Delouya, Dow, Dow hasn’t Organizations: CNN Business, Bell, New York CNN, Nvidia, Wall, Microsoft, Apple, Investors, Intel, AMD, Discover Financial Services, Capital, Discover, Mastercard, Consumer Financial, Bureau, Walgreens, Dow Jones, Alliance, Dow Jones Industrial, Dow Jones Indices, Dow, Tesla Locations: New York, California, United States, China, Dubai, America

☆ Arm has a very clear AI story that will lead to growth, Futurum Group CEO says
▼ + stars: | 2024-02-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArm has a very clear AI story that will lead to growth, Futurum Group CEO saysDaniel Newman, CEO of the Futurum Group, says Arm's earnings is a validation of its ecosystem and AI story.

Persons: Daniel Newman Organizations: Futurum

☆ People want to know if AI is going to drive the next wave of growth, says Futurum CEO Daniel Newman
▼ + stars: | 2024-01-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPeople want to know if AI is going to drive the next wave of growth, says Futurum CEO Daniel NewmanFuturum CEO Daniel Newman joins 'Power Lunch' to discuss Microsoft and Google ahead of the companies reporting earnings.

Persons: Daniel Newman Organizations: Microsoft, Google

☆ Taiwan's TSMC is 'perfectly positioned' to benefit from AI, analyst says
▼ + stars: | 2024-01-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTaiwan's TSMC is 'perfectly positioned' to benefit from AI, analyst saysDaniel Newman, CEO and principal analyst at Futurum Research, says "there's an insatiable appetite for low-power, high-performing chips that are going to be able to enable [artificial intelligence] on devices."

Persons: Daniel Newman Organizations: Futurum Research

☆ Bitcoin Group: taking steps against money-laundering, terrorist financing
▼ + stars: | 2023-11-29 | by ( ) www.reuters.com time to read: +1 min

Bitcoin coins are seen at a stand during the Bitcoin Conference 2023, in Miami Beach, Florida, U.S., May 19, 2023. REUTERS/Marco Bello/File Photo Acquire Licensing RightsBERLIN, Nov 29 (Reuters) - Germany's Bitcoin Group (ADE.DE) said on Wednesday it was taking measures to improve its internal control system, after the financial regulator BaFin ordered its subsidiary futurum bank to remedy shortcomings on money-laundering and terrorist financing. "The Bitcoin Group expressly points out that there are currently no indications of violations of money laundering and terrorist financing laws within the Group," the company said in a statement. On Tuesday, BaFin identified "severe deficits" at futurum bank involving its internal security measures, its fulfillment of due diligence obligations and its system for reporting suspicious activity. "We are actively working with BaFin to quickly address the criticized weaknesses in our internal processes, which have not kept pace with the company's growth in recent years," Bitcoin Group Chief Executive Marco Bodewein said in the statement.

Persons: Marco Bello, BaFin, Marco Bodewein, Rachel More, Madeline Chambers, Miranda Murray Organizations: REUTERS, Rights, Thomson Locations: Miami Beach , Florida, U.S, futurum

☆ Amazon announces Q, an AI chatbot for businesses
▼ + stars: | 2023-11-28 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Amazon on Tuesday announced a new chatbot called Q for people to use at work. The Copilot for Microsoft 365 and Duet AI for Google Workspace for business workers both cost $30 per person per month. As a result, with Q, people can discuss information that's stored in Microsoft 365, Dropbox, Salesforce and Zendesk, along with AWS' S3 data-storage service. Administrators will be able to determine whether Q can answer people's questions about general topics, said Deepak Singh, an AWS vice president. WATCH: The market now sees Amazon as more of a cloud and generative AI company, says Needham's Laura Martin

Persons: James Bond, Salesforce's Slack, Adam Selipsky, Selipsky, Steven Dickens, Q, Deepak Singh, Needham's Laura Martin Organizations: Amazon Web Services, Microsoft, Google, Star Trek, Futurum, AWS Locations: Las Vegas

☆ How Arm is gaining chip dominance with its architecture in Apple, Nvidia, AMD, Amazon, Qualcomm and more
▼ + stars: | 2023-11-09 | by ( Katie Tarasov | ) www.cnbc.com time to read: +8 min

Arm's big break came in 1993, when Apple launched its early handheld Newton device on the Arm610 processor. Arm's big break came in 1993 when Apple released its handheld Newton device on the Arm610 processor. Apple moved to its own Arm-based processors in Mac computers in 2020, breaking away from the Intel x86 processors that had powered them for 15 years. Qualcomm is another major customer making its latest PC processors using Arm, although that relationship is strained. This simplification is also making Arm the choice for non-chip companies like Apple, Amazon, Google and Microsoft designing their own custom silicon.

Persons: Haas, Richard Grisenthwaite, I've, Grisenthwaite, Japan's SoftBank, Grace Hopper Superchip, Grace Hopper, they're, Cash, SoftBank, Softbank, Rene Haas, CNBC's Katie Tarasov, Katie Brigham Arm, It's, Daniel Newman, Newman, O'Donnell, Apple, Nuvia, Arm's Grisenthwaite, They've, " O'Donnell, Max Thurlow Organizations: Apple, Acorn Computers, Texas, Nokia, Nvidia, Google, Samsung, Qualcomm, Futurum, Intel, Amazon, AMD, Cruise, Microsoft, Arm Holdings Locations: Cambridge, NXP, U.S, Arizona , California, North Carolina, Texas, Norway, Sweden, France, India, San Jose , California, IoT, England, China

☆ Intel's 'constant challenge' is more competition in the AI chip space, analyst says
▼ + stars: | 2023-10-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel's 'constant challenge' is more competition in the AI chip space, analyst saysDaniel Newman, CEO and principal analyst of Futurum Research, says, however, that he's "not as bearish on Intel as some."

Persons: Daniel Newman Organizations: Futurum, Intel

☆ We're only seeing the tip of the AI iceberg, says Builder.ai CEO Sachin Dev Duggal
▼ + stars: | 2023-10-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're only seeing the tip of the AI iceberg, says Builder.ai CEO Sachin Dev DuggalBuilder.ai CEO Sachin Dev Duggal and Futurum Group’s Daniel Newman join 'Power Lunch' to discuss the future of cloud 2.0

Persons: Sachin Dev Duggal, Futurum Group’s Daniel Newman

☆ Charlie Munger trashed crypto, warned AI hype seems overblown, and talked poker and donuts at a private event. Here's an inside look at his Zoomtopia keynote.
▼ + stars: | 2023-10-11 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +6 min

Charlie Munger panned crypto, warned about AI hype, and trumpeted Zoom at Zoomtopia last week. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. AdvertisementAdvertisementCharlie Munger trashed cryptocurrencies, warned the AI buzz seems overblown, and praised Zoom for keeping him connected during his closing keynote at Zoomtopia on October 4. Craig Durr, research director at The Futurum Group:"Munger shared his seasoned perspective on crypto and AI – both of which he was skeptical about. He said communications help drive business, and business success is about focus and consistency.

Persons: Charlie Munger, Warren Buffett's, —, Eric Yuan, hasn't, Zoom, Tobi Tungl, Craig Durr, Munger, Eric Yuen, Mark Friedler, Warren Buffett, Eric Kunnen, Charlie, Melody Brue, doesn't, Eric, David Maldow Organizations: Service, Berkshire Hathaway's, CTI, Grand Valley State University, Moor Locations: Zoomtopia, cryptocurrencies, Grand

☆ How GlobalFoundries aims to remain world’s third-biggest semiconductor foundry
▼ + stars: | 2023-10-01 | by ( Katie Tarasov | ) www.cnbc.com time to read: +10 min

Based in upstate New York, GlobalFoundries isn't a household name because it's manufacturing semiconductors that are designed and sold by other companies. "Look at every electronic device in your house, and I would bet you money that every one of those devices has at least one GlobalFoundries chip in it," Thomas Caulfield, GlobalFoundries CEO, told CNBC. GlobalFoundries chips are inside everything from smartphones and cars to smart speakers and Bluetooth-enabled dishwashers. Although GlobalFoundries' chips are considered legacy nodes, the process and resources needed are still incredibly complex. GlobalFoundries' Fab 8 in Malta, New York, where Equipment Engineering Manager Chris Belfi led CNBC's Katie Tarasov on a tour on September 5, 2023.

Persons: GlobalFoundries, it's, Thomas Caulfield, They're, GlobalFoundries isn't, Caulfield, Abu, Moorhead, Jerry Sanders, Katie Tarasov, Carlos Waters, Daniel Newman, couldn't, TSMC, China's, STMicroelectronics, Hui Peng Koh, that's, Chris Belfi Organizations: HK GM LMT, GlobalFoundries, CNBC, Bluetooth, Nvidia, Taiwan Semiconductor Manufacturing Company, Devices, AMD, Chartered Semiconductor, Nasdaq, Futurum, U.S, Semiconductor Manufacturing International, Samsung, fabs, United Microelectronics, we've, Upstate Locations: New York, China, U.S, Singapore, Germany, France, Malta , New York, Dresden, Malta, Vermont, South Korea, Taiwan, TSMC, Crolles, Chengdu, Upstate New York, Europe, Koh, Arizona, Asia

☆ Apple's new iPhones may not allay macro concerns, says Futurum's Daniel Newman
▼ + stars: | 2023-09-12 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's new iPhones may not allay macro concerns, says Futurum's Daniel NewmanDaniel Newman, The Futurum Group CEO, joins 'Power Lunch' to discuss Apple's latest product launch as investors watch for innovation and China concerns.

Persons: Futurum's Daniel Newman Daniel Newman Organizations: Futurum Locations: China

☆ Qualcomm focuses on AI and auto as Nvidia takes over as world’s biggest fabless chip company
▼ + stars: | 2023-09-05 | by ( Katie Tarasov | ) www.cnbc.com time to read: +7 min

Until last month, Qualcomm was also the world's biggest fabless chip company. But Qualcomm CEO Cristiano Amon is betting that one day, generative AI will be in high demand off the cloud, too. Qualcomm modems are inside all iPhone models currently being made, including the next model set to come out next week. Today, Qualcomm has more than 140,000 patents. The other lawsuit came from Apple, which sued Qualcomm for roughly $1 billion for charging royalties for technologies Apple said Qualcomm had "nothing to do with."

Persons: Cristiano Amon, Amon, Chris Patrick, Irwin Jacobs, Jacobs, Nobody, Jay Goldberg, Patrick, it's, Daniel Newman, Newman, It's, Donald Trump, Stacy Rasgon, Qualcomm's Amon, CNBC it's Organizations: Qualcomm, Nvidia, Amazon Web Services, CNBC, Apple, Quality Communications, D2D, Futurum, Federal Trade Commission, Broadcom, Bernstein Research, GM, BMW, Samsung, Taiwan Semiconductor Manufacturing Co, Intel Locations: San Diego, China, Taiwan, Asia, That's, U.S, Arizona

☆ How to find water when you're lost in the desert
▼ + stars: | 2023-08-21 | by ( Jenny Mcgrath | ) www.businessinsider.com time to read: +3 min

Containers can help collect moisture that forms overnight. That's why it's important to know, ahead of time, where the most likely water sources in a desert may be hiding. Prickly pear Opuntia basilaris in bloom in spring in the desert in Joshua Tree National Park California. Education Images/UIG via Getty ImagesThe University of Nevada, Reno, suggests wearing leather or rubber gloves and using tongs to harvest a prickly pear cactus. In reality, you're probably not in a situation where you're going to go through all that work, so if you find a prickly pear just be extra careful while harvesting and peeling the skin.

Organizations: Service, Phoenix, Getty, The, of Nevada, Independent Locations: Wall, Silicon, Joshua Tree, Park California, Reno

☆ Apple sees sales slump continuing, shares drop 2% despite beating sales expectations
▼ + stars: | 2023-08-03 | by ( Stephen Nellis | ) www.reuters.com time to read: +5 min

Executives said iPhone sales would improve in the fourth quarter, but did not say how much. Weaker iPhone sales were balanced by strong sales in the services segment that contains Apple TV+ and by sales in China that grew 8% year over year. That sales forecast is below analyst expectations of roughly flat fiscal fourth-quarter sales of $90.19 billion, according to Refinitiv data. Apple said iPhone sales were $39.67 billion, below analyst expectations of $39.91 billion, according to Refinitiv data. Mac and iPad sales were $6.84 billion and $5.79 billion, respectively, compared with analyst estimates of $6.62 billion and $6.41 billion, according to Refinitiv data.

Persons: Joshua Roberts, Luca Maestri, Daniel Newman, Maestri, Tim Cook, We've, We're, Cook, Apple, Jeremy Goldman, Stephen Nellis, Yuvraj Malik, Peter Henderson, Matthew Lewis Organizations: Apple Inc, REUTERS, Wall, Apple, Android, Futurum, Reuters, Research, Major League Soccer, Apple Watch, Thomson Locations: Washington , U.S, China, CHINA, San Francisco, Bengaluru

☆ Intel will be slower to 'come of age' in the AI race, says analyst
▼ + stars: | 2023-07-25 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel will be slower to 'come of age' in the AI race, says analystDaniel Newman of Futurum Research shares his expectations of Nvidia and Intel's earnings results.

Persons: Daniel Newman Organizations: Intel, Futurum Research, Nvidia

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