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EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint

The Six Five with Patrick Moorhead and Daniel Newman

Release Date: 09/29/2025

EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple’s AI Gamble show art EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple’s AI Gamble

The Six Five with Patrick Moorhead and Daniel Newman

Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts and come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it’s not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple’s ongoing AI challenges and the strategy behind its latest collaboration with Google’s Gemini. They...

info_outline EP 289: Infrastructure, Capital, and the Reality of AI Scale show art EP 289: Infrastructure, Capital, and the Reality of AI Scale

The Six Five with Patrick Moorhead and Daniel Newman

and explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are increasingly determining who can scale intelligent systems, featuring an exclusive “Off The Record” conversation with , GM of the Infrastructure fund at a16z (). Follow the hosts:    Follow the guest:    Follow on X:   Follow on LinkedIn:    THE DECODE Enterprise AI moves from pilots to production AI memory and infrastructure supply pressures Data center stocks and power bottlenecks in focus AI capex boom meets power-grid...

info_outline EP 288: OpenAI’s Valuation Debate, Marvell’s Network Bets, and the Next Bottlenecks for AI Growth show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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....

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More Episodes

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:

 

  1. AI and Infrastructure Investments: Nvidia and OpenAI announce a major AI infrastructure investment. $100 billion phased investment from Nvidia to OpenAI. Pat & Dan discuss the strategic implications and industry reactions.

 

  1. Oracle Leadership Changes: New co-CEOs appointed –nClay Magouyrk and Mike Sicilia. Safra Catz becomes Oracle executive vice chair. Hosts analyze this leadership transition and its potential impact.

 

  1. TikTok Developments: Executive order to push final decision on TikTok to mid-December. Potential spin-out authorized, contingent on Chinese agreement. Oracle and Silver Lake are potential key players in the deal.

 

  1. Microsoft's AI Strategy: Microsoft adds Anthropic to Copilot. Discussion on the benefits of model diversity in AI offerings.

 

  1. Qualcomm Snapdragon Summit Highlights: Introduction of X2 Elite and X2 Elite Extreme chips, focusing on AI capabilities and performance improvements. Plus, a look at Qualcomm's strategic positioning beyond smartphones.

 

  1. Cloudera Event in New York: Patrick's insights from the Cloudera event and a discussion on hybrid multi-cloud fabrics and AI ecosystems.

 

  1. The Flip: Should Apple or TSMC Invest in Intel? Hosts debate this topic with arguments for and against potential investments in Intel. Plus, an analysis of the geopolitical and technological implications.

 

  1. Market Trends and Earnings: Federal Reserve Chair Powell's comments on stock valuations and a discussion on Micron's earnings and the impact of AI on memory demand. Marvell's special presentation and stock performance.


For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.