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
Release Date: 12/05/2025
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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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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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...
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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:
THE DECODE
AWS re:Invent - Recap
https://x.com/PatrickMoorhead/status/1995522287374848501
https://x.com/PatrickMoorhead/status/1995887913088024903
https://x.com/PatrickMoorhead/status/1995892836135567462
https://x.com/PatrickMoorhead/status/1995894725002609067
https://x.com/PatrickMoorhead/status/1995899055176909140
https://x.com/PatrickMoorhead/status/1995891537520341282
https://x.com/danielnewmanUV/status/1995526650596032958
https://x.com/danielnewmanUV/status/1995886428111466567
https://x.com/danielnewmanUV/status/1995886972917956992
https://x.com/danielnewmanUV/status/1995890114850160839
https://x.com/danielnewmanUV/status/1995890899575050436
https://x.com/danielnewmanUV/status/1995891581241754056
https://x.com/FuturumEquities/status/1995889087304401066
AWS & Google Collaboration on Multicloud Networking
https://x.com/PatrickMoorhead/status/1995490114013987115
https://x.com/PatrickMoorhead/status/1995495191374131705
https://x.com/PatrickMoorhead/status/1995495197141295182
AWS announces new capabilities for its AI agent builder
https://techcrunch.com/2025/12/02/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 for $100,000 a year
Nvidia News
NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design
https://x.com/PatrickMoorhead/status/1995485878186308079
Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations
Apple Design Executive Alan Dye Poached by Meta in Major Coup
https://x.com/PatrickMoorhead/status/1996331399926988944?s=20
Microsoft denies report of lowering targets for AI software sales growth
Original The Information article: https://www.theinformation.com/articles/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-products?utm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter
https://x.com/PatrickMoorhead/status/1996268011041472937?s=20
https://x.com/danielnewmanUV/status/1996286385695981617?s=20
Marvell to acquire Celestial AI for as much as $5.5 billion
https://www.cnbc.com/2025/12/02/mrvl-earnings-q3-2026-acquires-celestial-ai.html
Why Intel’s Onshore Chip Production Is So Important for U.S. Industrial Policy
MIS & TFG analysts at HPE Discover in Barcelona (Dave, Will Townsend, Ryan Shrout)
https://www.linkedin.com/feed/update/urn:li:activity:7402028871396790272/
THE FLIP
The Flip: Is the Trump Administration’s Pivot to Robotics a Smart Next Move After AI?
https://x.com/danielnewmanUV/status/1996221671028777041?s=20
BULLS AND BEARS
November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports https://www.cnbc.com/2025/12/03/adp-jobs-report-november-2025-private-payrolls-unexpectedly-fell-by-32000-.html
Marvell Earnings
https://x.com/danielnewmanUV/status/1995989717943537943?s=20
https://x.com/PatrickMoorhead/status/1996616081000087747?s=20
Salesforce Earnings
https://www.cnbc.com/2025/12/03/salesforce-crm-q3-earnings-report-2026.html
https://x.com/danielnewmanUV/status/1996328491659542667?s=20
https://x.com/PatrickMoorhead/status/1996620195062837565?s=20
HPE Earnings
https://finance.yahoo.com/news/hpe-forecasts-weak-quarterly-revenue-211059252.html
Dell Earnings
Pure Storage Earnings
https://www.nasdaq.com/articles/pstg-q3-earnings-lag-despite-solid-revenues-stock-upbeat-view
https://x.com/PatrickMoorhead/status/1996623201607020695?s=20
Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI
https://x.com/danielnewmanUV/status/1996044632871010316?s=20