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Daniel Newman is the founder, principal and/or CEO of Futurum Research, Broadsuite Media Group and V3B.
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Aug 2025 — Mar 2026
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Oracle Will Deploy 50,000 AMD AI Chips Starting in 2026
CNBCnewsneutralOct 17, 2025
Oracle will deploy 50,000 AMD Instinct MI450 chips starting in 2026, signaling a broader shift in enterprise cloud toward diversifying AI chip suppliers away from Nvidia's market dominance.
“Analyst commenting on Oracle's need to prove value beyond AI infrastructure capacity in enterprise market.”
AI Chips/HardwareAI InfrastructureAI CompetitionEnterprise AI
Zuck's AI Empire Just Entered Digestion Mode
CNBCnewscautiousAug 22, 2025
Meta paused hiring for its new AI division after spending billions to acquire top researchers, reflecting broader concerns that AI investments are accelerating unsustainably despite analyst disagreement over bubble risks.
“CEO views Meta's hiring freeze as natural resting point after nine-figure acquisition spending”
AI InvestmentFoundation ModelsAI StartupsAI Competition
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OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO
CNBCcautiousMar 23, 2026
“Stated OpenAI has realized 'the market doesn't necessarily appreciate the reckless approach to growth and spending' and must show fiscal responsibility.”