Daniel Newman

AI agents are consuming far more tokens than human users, according to OpenRouter data cited by analyst Daniel Newman. Agents reportedly overtook humans in token usage in February and grew fourteenfold by August, now using roughly five times more than people, with projections pointing to a tenfold gap. The surge is driven by cached prompts as automated agents run continuously, raising questions about compute costs and infrastructure demand.

Futurum analyst Daniel Newman Bulk discussed Micron and the broader memory chip sector in a Bloomberg interview. The comments come amid renewed attention on semiconductor stocks, with memory demand, pricing trends and AI-driven data center orders in focus for investors tracking the chip industry.