Newman: Data Center Buildout & NVDA Demand Show No Signs of A.I. Bubble

Futurum CEO, Daniel Newman, pounds the table in favor of the A.I. trade. He maintains that we're not in an A.I. bubble but instead some parts of the tech trade may just be overheated. Nvidia (NVDA) is the company he expects to hold A.I. leadership as the company generates overwhelming amounts of revenue amid data center buildout. On chatbots, Daniel doesn't consider them the high point of A.I., though he believes they will be the backbone to innovation.

Trading 360

17 Dec 2025

SHARE

Schwab Network's Newsletters

Daily insights for every investor

ON AIR
11:00 pm
Market Overtime
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
2:00 am
Trading 360
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
5:00 am
Market Overtime
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Market Overtime
REPLAY
7:30 am
Market Overtime
REPLAY
8:00 am
Market Overtime
REPLAY
8:30 am
Market On Close
REPLAY
10:00 am
Trading 360
REPLAY
11:00 am
Fast Market
REPLAY
12:00 pm
Next Gen Investing
REPLAY
1:00 pm
Market Overtime
REPLAY
1:30 pm
The Wrap
REPLAY
3:00 pm
Market Overtime
REPLAY
3:30 pm
Market Overtime
REPLAY
4:00 pm
Market Overtime
REPLAY
4:30 pm
Market On Close
REPLAY
6:00 pm
Trading 360
REPLAY
7:00 pm
Fast Market
REPLAY
8:00 pm
Next Gen Investing
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
The Wrap
REPLAY
ON AIR
11:00 pm
Market Overtime
REPLAY
11:30 pm
Market Overtime
REPLAY