Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
The Six Five with Patrick Moorhead and Daniel Newman
Release Date: 02/04/2025
EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode) Pat on Yahoo Finance breaking the event down US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode) https://x.com/PatrickMoorhead/status/1949535107288801287 US, China hold new talks on...
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The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode) National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode) DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode) Trump Touts Billions in Investments to Create AI Hub in Pennsylvania Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI...
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EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: X and xAI News Apple/META/OpenAI Talent War & Exits Samsung Galaxy Unpacked Groq EU Data Center Capgemini $3.3B WNS Acquisition (duplicate, but good for emphasis if you want!) Tredence Agentic AI Playbook Apple Perplexity Deal Microsoft & Replit “Vibe Coding” The Flip – NVIDIA Dominance Bulls & Bears – Futurum Equities AI 15 Bulls &...
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EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: Amazon’s 1 million robot milestone AI job losses and economic impacts Intel Foundry Updates Tesla robotaxis: Game-changing or overhyped? "Big Beautiful Bill" and economic growth Oracle's $30 billion cloud deal Robinhood and SoFi fintech success HPE-Juniper acquisition
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EP 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race
The Six Five with Patrick Moorhead and Daniel Newman
Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked topics include: Intro: Recent events, including HPE Discover and the Six Five Summit ...
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EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
The Six Five with Patrick Moorhead and Daniel Newman
The girls are fighting! From Microsoft's reorganization signaling the potential end of SaaS, the (un)surprising public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance, Pat and Dan cover it all! The handpicked topics for this week are: : Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the . and its impact on AI infrastructure. : Overview of current market trends, including S&P 500 reaching 6,000. Examination of Tesla stock fluctuations. Analysis of Broadcom and HPE earnings reports. :...
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EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch
The Six Five with Patrick Moorhead and Daniel Newman
It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include: : Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China. Key highlights for growth in the gaming, automotive, and networking segments. : Discussion of Pure...
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EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
The Six Five with Patrick Moorhead and Daniel Newman
In this episode, and sit down with , President and Chief Product Officer at , to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are: : Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure. ...
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EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
The Six Five with Patrick Moorhead and Daniel Newman
Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are: : Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE. : Qualcomm's unexpected announcement...
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EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
The Six Five with Patrick Moorhead and Daniel Newman
This week on The Six Five Podcast, and are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are: : Discussion of the first trade deal between the UK and US. Analysis of tariff reductions and remaining trade barriers, and the implications for tech companies and services taxes. : @AMD's...
info_outlineOn this episode of the Six Five Webcast: Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents.
Their discussion covers:
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The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success.
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The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic.
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Details about Project Stargate, a massive $500 billion endeavor by leading tech firms aimed at pioneering advanced AI models to ensure US competitiveness on the global stage.
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The emergence of China's DeepSeek AI as a significant rival to the dominance of US-based AI initiatives.