Dan Salmon
US Internet
Dan Salmon leads the US Internet research team. He joined New Street Research in 2022, and prior to that spent 18 years at BMO Capital Markets and led the US Internet & Media research team. Dan graduated from Princeton University and lives in New York City with his wife and three children. When it’s time to unplug from the Internet, Dan can usually be found lakeside at the family cottage in Canada.
Lead Analyst
Research
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AWS & GCP AI Revenues: Lower near-term, higher long-term for bothMarch 30, 2026 — Dan Salmon
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Updated AWS/GCP AI Infra Pricing: GPUs higher at AWS, TPU v7 “Ironwood” pricing revealedMarch 27, 2026 — Dan Salmon
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Ads Expert Call Recap: TTD & PUB/OMC in Focus (+ read throughs for GOOGL, AMZN, CRTO, RAMP)March 26, 2026 — Dan Salmon
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AI Ads Expert Call Recap: +ve for GOOGL/META/AMZN/RDDT/PINS, Mixed for ChatGPT, TTD/AdTechMarch 25, 2026 — Dan Salmon
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GOOGL Newfront Insights: Y’all know me, still the same OG (+ read throughs for AMZN, TTD, RAMP)March 24, 2026 — Dan Salmon