The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
The Six Five with Patrick Moorhead and Daniel Newman
Release Date: 09/01/2025
EP 288: OpenAI’s Valuation Debate, Marvell’s Network Bets, and the Next Bottlenecks for AI Growth
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: THE DECODE Big Funding Headline: OpenAI’s reported mega-round and valuation AWS “Circular deal” / Corporate venture logic AI build-out constraints Marvell Industry Analyst Day highlights Government “Tech Force” for AI Talent Google works to erode Nvidia’s software moat (TPU + PyTorch + Meta) Judge rules Tesla engaged in deceptive marketing for Autopilot and...
info_outline
EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure
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: The Decode US, Saudi tout new business deals at investment forum AMD, Cisco, and HUMAIN to form joint venture to deliver world-leading AI infrastructure Adobe, Qualcomm partner with Humain on generative AI for Middle East Qualcomm to open engineering hub in Saudi Arabia, part of a series of AI deals in kingdom Elon Musk’s xAI will be first customer for Nvidia-backed data center in Saudi Arabia Microsoft,...
info_outline
EP 287: The AI Cloud Shake-Up: AWS’s New Silicon, NVIDIA’s Strategy & Apple’s Innovation Question
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: THE DECODE AWS re:Invent - Recap AWS & Google Collaboration on Multicloud Networking AWS announces new capabilities for its AI agent builder ? Amazon previews 3 AI agents including “Kiro” that can code on its own for days ? Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap Amazon to let cloud clients customize AI models midway through training...
info_outline
The Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU Shortages
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 tech news stories that made headlines this week. The handpicked topics for this week are: : AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD’s 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility. : SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI...
info_outline
The Six Five Pod | EP 284: From TPUs to Trillion-Dollar Pay: Google's Ironwood Launch, AMD, Qualcomm, AWS Deal and the Race for AI Compute
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: OpenAI signs a 7-year, $38B cloud deal with AWS to secure massive GPU capacity and diversify beyond Microsoft. Announced Nov 3 (Pat) U.S. to block Nvidia’s scaled-down AI chips to China; Nvidia CEO says there are “no active discussions” to sell Blackwell there. Nov 7. (Dan) Microsoft’s UAE Nvidia AI chip deal: Microsoft secured U.S. government approval to ship 60,000...
info_outline
EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone Miss
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 tech news stories that made headlines this week. The handpicked topics for this week are: : Jensen Huang's keynote delivery. Nvidia's co-architecture approach to power systems, water systems, and manufacturing. Partnerships with Vertiv, Siemens, and GE Vernova for infrastructure development. Key partnership announcements from NVIDIA to build seven supercomputers, competing with AMD's dominance. Microsoft's $12-13 billion investment for 50/50 partnership structure. Renegotiation...
info_outline
EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster
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 tech news stories that made headlines this week. The handpicked topics for this week are: OpenAI launches a new browser called Atlas. AWS experiences significant outages affecting half of the Internet. Google announces a quantum breakthrough and deals with Anthropic. 800 public figures call for a superintelligence ban. Earnings Reports and Market Analysis: Tech’s latest earnings season begins. Hosts discuss , , , , and earnings. : Pat & Dan compare the new tool to...
info_outline
EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
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 tech news stories that made headlines this week. The handpicked topics for this week are: Discussion of recent market volatility triggered by comments from world leaders. The hosts analyze the impact of US-China tensions on rare earth elements and tech industries. Oracle's Financial Analyst Day 2025 and AI-focused announcements. Salesforce's Dreamforce event and the future of enterprise software. TSMC's strong performance and its implications for the AI and chip markets....
info_outline
EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
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 tech news stories that made headlines this week. The handpicked topics for this week are: OpenAI and AMD's $6 billion deal announcement. An analysis of the competitive landscape in the AI chip market. Hosts cover Cisco’s announcement of its Silicon One-based router for AI hyperscaler data centers and discuss Cisco's role in addressing network constraints in AI infrastructure. Intel's event in Arizona highlighting PC chips, server chips, and 18A process node. A look at...
info_outline
EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
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 tech news stories that made headlines this week. The handpicked topics for this week are: Recent AI deals going down, including Meta's $14 Billion infrastructure deal with CoreWeave and another deal between CoreWeave and OpenAI totaling $6 Billion. Hosts analyze Meta's investments in AI infrastructure and capacity expansion and discuss hyperscalers' efforts to build their own AI chips versus using merchant solutions. Microsoft appoints Judson Altoff as commercial...
info_outlineOn 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:
VMware Explore 2025 - Fly By (The Decode)
https://x.com/danielnewmanUV/status/1960376180127011283
https://x.com/danielnewmanUV/status/1960383797842600155
https://x.com/danielnewmanUV/status/1960383687196860601
https://x.com/danielnewmanUV/status/1960408530198126731
Meta + Google $10B Cloud Deal (The Decode)
Musk sues Apple & OpenAI for antitrust behavior (The Decode)
https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video
Meta Superintelligence Lab Exodus (The Decode)
https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/
Apple AI + Robotics Strategy (The Decode)
https://x.com/danielnewmanUV/status/1959793966054072516
https://x.com/danielnewmanUV/status/1960413825209131366
https://x.com/danielnewmanUV/status/1960413625216328059
https://x.com/danielnewmanUV/status/1960437517414764812
https://x.com/danielnewmanUV/status/1960496235355455849
Trump Tariff/Investment Updates (The Decode)
U.S. Gov’t $9.9B Intel Investment (The Decode)
https://x.com/PatrickMoorhead/status/1959975116273807796
https://x.com/danielnewmanUV/status/1960001853300605381
India hit with 50% Tariffs
https://x.com/PatrickMoorhead/status/1960678399086878841
https://x.com/PatrickMoorhead/status/1960678395962122407
Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger? (The Flip)
Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears)
https://www.schwab.com/learn/story/weekly-traders-outlook
Trump Removes Fed Governor Lisa Cook (Bulls and Bears)
https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html
NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears)
https://x.com/YahooFinance/status/1961160887265312923
https://x.com/danielnewmanUV/status/1960012616358629739
https://x.com/danielnewmanUV/status/1960478545291174235
https://x.com/danielnewmanUV/status/1960689856020939166
https://x.com/danielnewmanUV/status/1960699136790949991
https://x.com/PatrickMoorhead/status/1960808541721387388
https://x.com/PatrickMoorhead/status/1960814476967703014
https://x.com/danielnewmanUV/status/1960796280851993042
https://x.com/danielnewmanUV/status/1960806211525263448
https://x.com/danielnewmanUV/status/1960813452529680455
https://x.com/danielnewmanUV/status/1960802234679103882
https://x.com/danielnewmanUV/status/1960803494715384304
https://x.com/danielnewmanUV/status/1960804557912727996
https://x.com/danielnewmanUV/status/1960792380631568880
Dell Earnings (Bulls and Bears)
https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5
Pure Storage Earnings (Bulls and Bears)
https://x.com/danielnewmanUV/status/1961086131119731156
MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears)
Marvell Earnings (Bulls and Bears)
https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/
HP Earnings (Bulls and Bears)
https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html
https://x.com/PatrickMoorhead/status/1959932080160231572