Dan O’Brien

President & COO @TheFuturumGroup

[Dan O’Brien @danOBtech]

@TBU12345678 @zephyr_z9 TOELY too

[Dan O’Brien @danOBtech]

The market still does not appreciate the amount of time it takes to get from NVDA rev rec to first production tokens at end customer

[CoreWeave @CoreWeave]

The rumors are true 👀

Proud of the CoreWeave engineering team and our partners (like @Dell) who are the first to have a fully working @nvidia Vera Rubin NVL72, achieving yet another major milestone in bringing next-generation AI infrastructure online.

Stay tuned, there is so much more to come...

[Dan O’Brien @danOBtech]

The set up is there across AI server, storage, and networking, with increased enterprise and sovereign AI adoption, the company is well positioned. I’m eager to see what $HPE can deliver after the bell.

[Schwab Network @SchwabNetwork]

Futurum president @danOBtech talks about why he's expecting strong results from $HPE after the stock hit a 52-week high.

He discusses the high expectations heading into earnings, key margin trends, and whether AI demand and industry scarcity can translate into greater possibility.

@TomWhite_S discusses an example options trade.

For more market news, tune into: https://t.co/te3jPYn6vB

[Dan O’Brien @danOBtech]

@StockSavvyShay Congrats to you and your family, Shay!

[Dan O’Brien @danOBtech]

I wonder if the Amazon distinction from AWS is important here?

Recall Amazon moved AI models/chips reporting to be outside of AWS and direct to CEO, Amazon has broad portfolio of uses for custom silicon beyond datacenters, ie fleet of delivery vehicles, robotics, satellite, and edge device plays etc.

[Dan O’Brien @danOBtech]

@PatrickMoorhead @danielnewmanUV In an world consumed by AI, nothing beats the gift of proprietary data

[The Futurum Group @TheFuturumGroup]

Better decisions require better signal.

@TheFuturumGroup has entered into a definitive agreement to acquire @ETRnews, a planned combination designed to strengthen how organizations validate strategy, understand market movement, and act on decision-grade intelligence.

ETR’s longitudinal enterprise technology spending data is expected to add new depth to Futurum’s intelligence, advisory, subscription research, custom research, and strategic content capabilities.

Explore what this planned acquisition means for technology leaders, investors, and enterprise teams 👉 https://t.co/vEPa2WtAn7

#TheFuturumGroup #ETR #MarketIntelligence

[Daniel Newman @danielnewmanUV]

Wall Street already runs on ETR's signal. Today, Futurum signed a definitive agreement to acquire the dataset institutional investors trust to read enterprise tech spend.

Here is why it matters.

→ 9,000+ enterprise IT decision-makers feeding real spending intent, not vendor-sourced guesses

→ $2 Trillion in tracked technology spend that hedge funds and institutions use to call the print before the print

→ The earliest read on who is winning and losing budget across every major name in tech

→ Now sitting on the Futurum Intelligence Platform, paired with our analysts, our coverage, and our reach

The legacy research firms tell you what happened last quarter. This data tells you what is happening right now.

Research built on evidence. This is what AI-native looks like when it has the data to back it up.

Futurum and ETR. Subject to customary closing conditions.

[Dan O’Brien @danOBtech]

I share your view, we need so much more equipment and, in turn, fab capacity to put a dent in the current demand gap, never mind how that gap grows as we move out 2-3 years, even with known new capacity coming online.

I'm more curious to see if semicap margins start reflecting the downstream value they are creating; it feels like hyperscaler margins have started shifting to semi margins (NVDA, MU etc.), the semicaps have a good argument to raise their margins as their customers are doing so much better.

[Dan O’Brien @danOBtech]

@PhilipJohnston @nvidia @Starcloud_ @GavinSBaker https://t.co/4nJpl8oLQk

[Shay Boloor @StockSavvyShay]

One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.

So far we’ve covered:
• Everything you need to know about SpaceX IPO
• Why $MELI is one of best opportunities in market
• How $TE fits into power bottleneck behind the AI buildout
• Why I own $IREN & why market may be underestimating its $NVDA alignment & hard-to-replicate power footprint
• Earnings reactions from $PLTR, $DOCN, $AMD, $ARM, $DDOG, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA & $NVDA

I plan to keep posting 6 to 8 videos per week, so let me know which earnings or companies you want me to cover next.

[The Futurum Group @TheFuturumGroup]

The next major compute category may not be on Earth. 🛰️

As AI infrastructure demand increases, hyperscalers and governments are running into physical constraints across power, cooling, permitting, and grid capacity. Orbital computing is quickly becoming a serious conversation for the future of AI infrastructure.

🎙️ Join @BrendanBurkeX, Research Director at @TheFuturumGroup, and @smithksa, VP & Practice Lead, for a live discussion examining findings from Futurum’s latest report, 𝘖𝘳𝘣𝘪𝘵𝘢𝘭 𝘊𝘰𝘮𝘱𝘶𝘵𝘪𝘯𝘨 𝘊𝘢𝘯 𝘙𝘦𝘢𝘤𝘩 $1 𝘛𝘳𝘪𝘭𝘭𝘪𝘰𝘯 𝘈𝘥𝘥��𝘦𝘴𝘴𝘢𝘣𝘭𝘦 𝘔𝘢𝘳𝘬𝘦𝘵 𝘣𝘺 2030.

The discussion will cover:
• What orbital computing is
• How reduced launch costs are changing the path to commercial scale
• The roles SpaceX, hyperscalers, governments, and semiconductor vendors are playing in building this emerging ecosystem

📅 Live Webinar
Thursday, May 21
🕙 10:00 AM PDT

👉 Reserve your spot: https://t.co/csSDcteshZ

#Futurum #OrbitalComputing #AIInfrastructure #SpaceTech

[Futurum Equities @FuturumEquities]

Futurum Equities Research initiates AI semiconductor coverage today.

We anticipate $10T in AI infrastructure spend through 2030 as the semiconductor stack becomes the operating leverage layer of the AI economy.

[Six Five Media @TheSixFiveMedia]

🚨 Marc @Benioff is confirmed to open The Six Five Summit: AI Unleashed 2026.

We're thrilled to have the @salesforce Chair & CEO kicking off three days of executive conversations focused on the operational realities of AI. Marc will set the tone with his take on where enterprise AI is heading next and the realities of deploying AI within large organizations.

As the conversation shifts from pilots to production, AI Unleashed 2026 will explore what it actually takes to operationalize AI across infrastructure, cloud, edge, data, and enterprise workflows at scale.

No travel. No noise. Just the inside edge on your schedule, August 25-27. Registration is free. https://t.co/G5Z5HrEj2E

[Dan O’Brien @danOBtech]

@kellangrenier https://t.co/4nJpl8oLQk

[Dan O’Brien @danOBtech]

@PatrickMoorhead Preach!

[Dan O’Brien @danOBtech]

https://t.co/KrEuBbCD1o

[Dan O’Brien @danOBtech]

All eyes on CAPEX updates across the Mag7 with $AMZN $META $GOOGL $MSFT reporting after the bell. My preview on @SchwabNetwork ⬇️

[Dan O’Brien @danOBtech]

@edels0n @danielnewmanUV

[Dan O’Brien @danOBtech]

@nickpatience @LondonMarathon Congrats, Nick! And cheers to doing hard things