Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI
The Six Five with Patrick Moorhead and Daniel Newman
Release Date: 02/14/2025
Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: MWC Wrap-Up Salesforce Agentforce 2dx ...
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Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: TSMC & Broadcom Eye Control Of Intel? Lenovo...
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Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Cisco Gets AI Lift, All-In On DPUs DOGE & Tech...
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Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Qualcomm Q1FY25 Earnings Arm Q3FY25 Earnings ...
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Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media
The Six Five with Patrick Moorhead and Daniel Newman
Want to know more about Coherent’s quarterly results? Get the details directly from CEO, , Hosts and share a conversation on the evolving dynamics at Coherent and their vision for the future in tech. Tune in as they cover 👇 Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success Building a winning culture: Jim emphasizes the critical role of cultural...
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IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five Webcast - Infrastructure Matters, hosts , , and discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek. Their discussion covers: The factors contributing to IBM's current upswing and what it indicates about their strategic direction. Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery. An in-depth look into the DeepSeek technology, its implications,...
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Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five Webcast: Infrastructure Matters, hosts , , and share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents. Their discussion covers: The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success. The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic. Details about Project Stargate, a...
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Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance
The Six Five with Patrick Moorhead and Daniel Newman
Mainframes are not only here to stay—they’re leading the way! This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪 But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨💻👩💻 is joined by subject matter experts from various companies including , , , and , for a conversation on how organizations are...
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Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media
The Six Five with Patrick Moorhead and Daniel Newman
The rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact? Six Five Media host met with two industry leaders: , Chief Sustainability Officer, and , Chief Architect of and a Hewlett Packard Enterprise Fellow, both from to discuss this critical topic. Tune in as they discuss ⤵️ • The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis • Holistic strategies for reducing the carbon footprint of AI deployments, including innovative data center designs and optimized...
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Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: DeepSeek Panic or Joy? Azure...
info_outlineLeading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
Cisco Gets AI Lift, All-In On DPUs
https://x.com/danielnewmanUV/status/1889786849536926064
https://x.com/PatrickMoorhead/status/1890121941169893739
https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx
https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/
DOGE & Tech Impact
https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/
https://x.com/PatrickMoorhead/status/1890028722193076526
https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump
https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/
https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450
Lattice Semi Q4FY24 Earnings
https://x.com/danielnewmanUV/status/1889057474327777571
https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html
Elon Makes A Play For OpenAI
https://x.com/danielnewmanUV/status/1888954766950281579
https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html
https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/
https://www.bbc.com/news/articles/cpdx75zgg88o
CAPEX Spending Still On A Tear (Told Ya')
https://x.com/danielnewmanUV/status/1888254807216881959
Intel Rising, But Why?
https://x.com/PatrickMoorhead/status/1890054026332418390
https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html
https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/
https://x.com/danielnewmanUV/status/1890141617539150324
JD Vance Lays Out US AI Case In Paris; Will EU Ever Change?
https://x.com/PatrickMoorhead/status/1889304155350618414
https://x.com/PatrickMoorhead/status/1889290891916927315
https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.