The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) 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.
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EP 288: OpenAI’s Valuation Debate, Marvell’s Network Bets, and the Next Bottlenecks for AI Growth
12/22/2025
EP 288: OpenAI’s Valuation Debate, Marvell’s Network Bets, and the Next Bottlenecks for AI Growth
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 full self-driving features Tesla tests autonomous vehicles without safety drivers in Austin, Tx Adobe Firefly now supports prompt-based video editing, adds more third-party models Google’s Opal for vibe coding comes to Gemini THE FLIP OpenAI - Tulip Bubble and Canary in the Coal mine or The Real AI Deal? BULLS & BEARS AI infrastructure stocks tumble on debt fears: Oracle, Broadcom, CoreWeave selloff Recent Fed rate cut & speculation of another coming soon: Oracle earnings (Q2) — CapEx reality check Micron crushes earnings as AI data center demand tightens memory supply Broadcom earnings (Q4) — custom silicon tension Databricks raises $4B at $134B valuation as its AI business heats up Smartphone Prices Set to Jump 6.9% as AI Data Centers Devour Memory Chips: The shortage of DRAM chips used in both AI servers and smartphones could threaten to cut smartphone shipments by 2.1%. To cope, some manufacturers may downgrade cameras, displays, and audio or reuse older components. Adobe Earnings Synopsys Earnings
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EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure
12/08/2025
EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure
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, Nvidia to invest in Anthropic as Claude maker commits $30 billion to Azure Microsoft Ignite - Announcements Google Gemini 3 Launch Yann LeCun Leaving Meta Pat & Dan interview with Yann LeCun at last year’s Davos: Cloudflare resolves outage that caused widespread internet disruptions, taking down X, ChatGPT for some users OpenText World 2025 - Recap Supercompute 2025 - Recap The Flip: Can Google unseat OpenAI as the new benchmark of AI? (The Flip) Bulls & Bears Delayed September report shows U.S. added 119,000 jobs, more than expected; unemployment rate at 4.4% Fed minutes show divide over October rate cut and cast doubt about December Lenovo Earnings NVIDIA Earnings Amazon Raises $15 Billion in First US Bond Sale in Three Years Databricks in talk to raise at $130B valuation
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EP 287: The AI Cloud Shake-Up: AWS’s New Silicon, NVIDIA’s Strategy & Apple’s Innovation Question
12/05/2025
EP 287: The AI Cloud Shake-Up: AWS’s New Silicon, NVIDIA’s Strategy & Apple’s Innovation Question
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 for $100,000 a year Nvidia News NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design 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 Microsoft denies report of lowering targets for AI software sales growth Original The Information article: Marvell to acquire Celestial AI for as much as $5.5 billion 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) THE FLIP The Flip: Is the Trump Administration’s Pivot to Robotics a Smart Next Move After AI? BULLS AND BEARS November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports Marvell Earnings Salesforce Earnings HPE Earnings Dell Earnings Pure Storage Earnings Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI
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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
11/17/2025
The Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU Shortages
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 infrastructure investments. Hosts discuss the potential of ARM-based AI chip development. : New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals. : Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks. : Patrick argues there’s a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability. : Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market’s mixed response with AI sector concerns overshadowing the reopening. : Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory. Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections. : Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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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
11/11/2025
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
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 Nvidia AI chips to the UAE, with a broader $9.7 billion contract for AI cloud services. (Dan) Google makes Ironwood TPUs generally available and adds new Axion Arm VMs for inference-heavy workloads. Announced Nov 6 (Pat) Kimi 2 Thinking costs $4.6M Dan Cheap MacBook (pat) Bulls & Bears Arm Earnings AMD Earnings Qualcomm Earnings Coherent Earnings Lattice Semiconductor Earnings
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EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone Miss
11/03/2025
EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone Miss
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 allowing OpenAI conversion to a for-profit entity. Microsoft's potential 27% ownership stake valued at approximately $270 billion. Sam Altman's equity position and IPO preparation for a potential trillion-dollar valuation. : AI 200 and AI 250 announcement driving 20% stock price surge. Strong Wall Street reaction despite limited technical details available. Credible entry into the data center market with scale-up methodology. 2027 timeline for scale-up technologies, including NVLink adoption. : AMD's billion-dollar partnership for two additional supercomputers. Continued dominance in high-performance computing with 64-bit precision. U.S. Secretary of Energy Chris Wright's recent recognition from both NVIDIA’s Jensen Huang and AMD’s Lisa Su. Highlights of government investments towards winning science across multiple domains. : A one-million Trainium chips commitment from Anthropic. Validation of AWS's custom silicon strategy. Recognition that all available chips are selling in the current market. Multi-generation improvement trajectory similar to Google's TPU. : Google's military and government sector transformation under Google Cloud CEO, Thomas Kurian. Impressive Gemini for Government agent demonstrations. Seven-minute agent creation showcasing platform capabilities. On-premise GDC deployment with Lockheed Martin for air-gapped AI. : Discussion of AI, quantum, rare earth minerals, and chip manufacturing. Fed Chairman Powell's extensive data center commentary. : A trillion-dollar IPO valuation deemed "completely bonkers.” , : Unpacking tech’s earnings season. 40% Azure growth with $400 billion booked business. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster
10/27/2025
EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster
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 existing browser capabilities and reflect on its potential impact on Google's market dominance. They discuss the broader integration of AI-powered features in the browsing experience. : A look at the impact on various services and applications. The hosts underscore the importance of redundancy and multi-cloud strategies, and break down AWS's handling of the situation and communication. : Looking at Google's Quantum Echoes algorithm breakthrough on the Willow chip. Plus, the potential applications in drug discovery and material science, and government interest in quantum investments. : Public figures are urging for a superintelligence ban. Pat & Dan debate the feasibility and necessity of AI regulation, along with the societal implications of advanced AI development. : IBM's enterprise AI and modernization focus. Intel's foundry progress and market performance. Tesla's narrative shift from cars to AI and robotics. SAP's cloud transition and AI integration, and T-Mobile's operational success and leadership changes. : A high-level recap on AI integration in enterprise solutions, quantum computing's potential impact on various industries, and the evolving narrative around tech companies beyond traditional metrics. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
10/20/2025
EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
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. Plus, an analysis of ASML's earnings and its role in the semiconductor supply chain. : The hosts debate Oracle's potential to challenge major cloud providers in the AI era, spurring a discussion of AI-driven growth in cloud and infrastructure markets. Examination of market reactions to geopolitical events and major tech announcements. Pat and Dan speculate on the sustainability of AI-driven growth and potential bubbles. Coverage of multiple tech events, including the Dell Analyst Summit, Oracle World, and Salesforce’s Dreamforce. Hosts unpack the key announcements and their potential impact on the tech landscape. Predictions on the consolidation of AI platforms and agents in enterprise software and a discussion on the challenges and opportunities in integrating AI into business processes. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
10/13/2025
EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
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 the strategic importance of Intel Foundry and its competitive positioning. Qualcomm's acquisition of Arduino and its implications for IoT development. Hosts reflect on Qualcomm's strategy in expanding beyond mobile chips. IBM shared its focus on orchestration and agents in IBM's AI strategy and highlighted partnerships with Anthropic and other AI companies. The Flip - AI Bubble Debate: A simulated debate on whether the current AI investment trend is a bubble with an analysis of market valuations, capex trends, and potential risks. : Hosts talk Dell's increased revenue and EPS forecasts, particularly in the data center segment, plus their strategy shifts in the PC market and enterprise AI adoption. A discussion of a recent controversial report on Oracle's AI infrastructure profitability. Analysis of the challenges in accurately assessing AI infrastructure economics. xAI's $20 billion raise and NVIDIA's investment. Applied Materials' revenue takes a hit due to new export restriction rules. Upcoming tech events and conferences. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
10/06/2025
EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
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 CEO to emphasize AI in business applications. This move is interpreted as Microsoft's strategy to lead in enterprise software transformation. A discussion on the feasibility of achieving 50% local chip manufacturing in the US and an analysis of the administration's efforts to increase domestic semiconductor production. Patrick argues for going all-in on merchant infrastructure for time-to-market advantages. Daniel counters, advocating for hyperscalers to develop custom chips for long-term control and profitability. A discussion on the recent US government shutdown and its immediate impacts. Hosts analyze the recent job market data, including its reliability and the potential effects of AI on employment. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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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
09/29/2025
EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint
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: : 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. : 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. : 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. : Microsoft adds Anthropic to Copilot. Discussion on the benefits of model diversity in AI offerings. : 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. : Patrick's insights from the Cloudera event and a discussion on hybrid multi-cloud fabrics and AI ecosystems. 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. : 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 so you never miss an episode.
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EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates
09/22/2025
EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates
On this episode of The Six Five Pod, hosts and discuss the tech news stories that made headlines this week. The handpicked topics for this week include: : Discussion of Intel's 30% stock gain following the announcement of their partnership with Nvidia. Analysis of the strategic implications for both companies. : The potential of a deal involving TikTok, Oracle, and Silver Lake. A discussion analyzing the data management and algorithm concerns. : $40 billion investment announcement in the UK’s AI infrastructure & how this will impact the UK's position in global AI development. : Grok raises $750 million at a higher valuation & a brief overview of Groq's technology and market position. : IonQ's stock price surged to nearly $70. The hosts discuss recent acquisitions and partnerships. : Reactions to Meta's sleek new VR/XR glasses & a debate on the product’s potential impact on mainstream AR/VR adoption. : Analysis of the Fed's recent interest rate decision & a discussion on the potential economic impacts. : Musk's billion-dollar purchase of Tesla stock & its impact on Tesla's stock price and market sentiment. : Google reaches $3 trillion market cap – a look at their market position and where Google's AI capabilities come into play. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge
09/15/2025
EP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge
On this episode of The Six Five Pod, hosts and discuss the tech news stories that made headlines this week. The handpicked topics for this week are: : Analysis of Apple's recent product launch event and a debate on Apple's apparent pivot away from a focus on AI. Comparison of Apple's strategy to competitors in the AI space. : Breakdown of Oracle's earnings and stock surge. Analysis of Adobe's performance and AI revenue. Examination of Synopsys's challenges and future outlook. : OpenAI and Microsoft's evolving partnership structure. ASML's investment in Mistral AI and the European tech landscape. Discussion on Apple's strategy to maintain user trust while lagging in AI. Debate on the long-term implications of Apple's current approach. : Analysis of Broadcom's potential chip development for OpenAI. Examination of Intel's organizational changes and market challenges. : Speculation on the evolution of AI assistants and device ecosystems. Discussion on the potential impact of AI on job markets and company strategies. A comparison of tech company valuations and growth potential and an analysis of market reactions to earnings reports and future projections. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy
09/08/2025
EP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy
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: Analysis of the recent antitrust ruling regarding Google's search monopoly. Discussion on the impact of Generative AI on the competitive landscape. Examination of data sharing requirements and their implications. : Discussion on recent unemployment data released in the latest jobs report. Pat & Dan share skepticism about the accuracy of economic indicators. Analysis of interest rates and their impact on the housing market. Mention of tech executives attending dinner with DJT. Brief discussion on the administration's commitment to AI leadership. : A breakdown of Broadcom's strong financial performance. Exploration of Broadcom's position in the custom AI chip market. Predictions for Broadcom's future growth and market potential. A debate on the risks of Nvidia's revenue depending on a concentration of a few key customers. Analysis of the sustainability of Nvidia's growth in the AI chip market. Discussion on potential threats from custom chip development by major tech companies. An overview of Salesforce's recent earnings report. Examination of Salesforce's AI initiatives and market reaction. Concerns about the future of SaaS in light of AI advancements. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
09/01/2025
The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
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: VMware Explore 2025 - Fly By (The Decode) Meta + Google $10B Cloud Deal (The Decode) Musk sues Apple & OpenAI for antitrust behavior (The Decode) Meta Superintelligence Lab Exodus (The Decode) Apple AI + Robotics Strategy (The Decode) Trump Tariff/Investment Updates (The Decode) U.S. Gov’t $9.9B Intel Investment (The Decode) India hit with 50% Tariffs 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) Trump Removes Fed Governor Lisa Cook (Bulls and Bears) NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears) Dell Earnings (Bulls and Bears) Pure Storage Earnings (Bulls and Bears) MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears) Marvell Earnings (Bulls and Bears) HP Earnings (Bulls and Bears)
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EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
08/25/2025
EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
On this episode of The Six Five Pod, hosts and discuss the tech news stories that made headlines this week. The handpicked topics for this week are: : Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications. : Discussion on China's progress in computer and chip manufacturing. Analysis of China's indigenous chip acceleration efforts. : Examination of current market conditions and Fed Chair Powell's comments. Insights on potential interest rate cuts and their economic impact. Tech Earnings and Company Performance: Analysis of recent earnings from , , and . Discussion on challenges and opportunities in the SaaS market. Nvidia's Upcoming Earnings Report: Predictions and expectations for Nvidia's financial performance. Long-term outlook on Nvidia's market position and growth potential. AI and Cybersecurity Trends: Exploration of AI's role in enhancing cybersecurity measures. Discussion on Palo Alto Networks' position in securing AI infrastructure. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
08/18/2025
EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are: AI and Technology Industry Updates: , , and , plus recent controversy with Apple's App Store. Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations on inflation trends and their impact on various sectors. Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages. Company Earnings and Performance Reviews: Analysis of and business model. , particularly in AI-related revenues. Examination of highlight its PC market share and challenges in the data center segment. earnings and the impact of China-related guidance. : Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption
08/11/2025
EP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption
In this week's episode, hosts Daniel Newman and Patrick Moorhead dissect a whirlwind of tech news! From Palantir, Lip-Bu, Trump, and tariffs to the latest in GPT-5, they break down the key announcements and market shifts that are shaping the industry: Tech Industry News and Analysis: Rumors about release and its potential impact. : Trump's call for Intel CEO Lip-Bu Tan’s removal. Analysis of Intel's missed opportunities in the US chip manufacturing push. : Discussion of Palantir's market valuation and performance. Analysis of the company's government contracts and AI positioning. Other Tech Company Performances: progress in quantum computing. and dependence on Nvidia. Impact of AI on Knowledge Work: How advancements in AI, particularly with the release of GPT-5, could significantly impact knowledge-based industries and consulting firms. : Various challenges faced by chip manufacturers, including Super Micro's underperformance and the potential impact on competitors like Dell and HPE in the AI server market. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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The Six Five Pod | EP 270: Silicon Strategies: Intel's 14A Gambit and the Future of Chip Manufacturing
08/04/2025
The Six Five Pod | EP 270: Silicon Strategies: Intel's 14A Gambit and the Future of Chip Manufacturing
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news and earnings reports. They discuss Intel's foundry strategy, NVIDIA's chip sales to China, and recent earnings from major tech companies like Amazon, Microsoft, Meta, and Apple. Get their analysis of market trends, geopolitical factors affecting the tech sector, and the competitive landscape among industry giants. This week’s handpicked topics include: Discussion of the EU's 40 billion Euro AI chip purchase agreement with the U.S.: A quick analysis of the practicality and implications of this deal. (The Decode) Palo Alto Networks Acquisition of CyberArk: A look at their potential $25 billion acquisition of CyberArk and the strategic importance of identity management in cybersecurity. (The Decode) NVIDIA Updates: Concerns about potential backdoors in NVIDIA’s H20 chips and an analysis of the insatiable global demand for NVIDIA’s AI chips. (The Decode) Microsoft & OpenAI’s Ongoing Relationship Challenges: Commentary on Satya Nadella & Sam Altman’s respective strategies (The Decode) The Flip - Intel's 14A Foundry Strategy: A simulated debate on Intel's approach to 14A Foundry development, including a discussion of geopolitical implications and competition in the semiconductor industry. Bulls & Bears Tech Earnings Roundup - Analysis of recent earnings reports from major tech companies: - Amazon's impressive growth and future potential - Microsoft's strong performance, particularly in Azure - Meta's success in leveraging AI for platform stickiness - Apple's steady performance and potential AI developments - Arm's strategic shift towards chip production - Qualcomm's challenges in market perception despite solid performance Market Reactions and Future Outlook: Market responses to earnings reports and strategic moves, and speculation on future developments in AI, robotics, and data center technologies. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution
07/28/2025
EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution
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 tariff truce extension, easing path for Trump-Xi meeting (The Decode) Trump announces ‘massive trade’ agreement with Japan (Bulls and Bears) Earnings Season (Bulls and Bears) Tesla Earnings IBM Q2 Earnings Alphabet Inc. - Q2 2025 T-Mobile US - Q2 2025 Earnings ServiceNow Q2 2025 Intel - Q2 2025 Earnings TSMC - Trillion Dollar Market Cap (Bulls and Bears)
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The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals
07/21/2025
The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals
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 (The Decode) AWS New York Summit Keynote (The Decode) AWS KIro Announcement - Jason video AWS is Launching an AI Agent Marketplace With Anthropic (The Decode) Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode) Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears) CPI and PPI (Bulls and Bears) Trump Firing Powell? (Bulls and Bears) TSMC Earnings (Bulls and Bears) TSMC profit surges 61% to record high fueled by AI chip demand
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EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets
07/14/2025
EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets
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 & Bears – NVIDIA Earnings & Trends Bulls & Bears – CoreWeave Updates Bulls & Bears – SOFI Rapid Growth Bulls & Bears – LangChain Unicorn Round Bulls & Bears – S&P 500 / Other
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EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge
07/07/2025
EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge
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
06/30/2025
EP 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race
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 Amazon's Announcement About Workforce Reduction: This aligns with broader industry trends, where AI and automation are reshaping workforce needs across various sectors & spans Amazon's diverse operations, including physical AI and robotics in warehouses, autonomous delivery systems, and white-collar knowledge work. (The Decode) Microsoft and OpenAI’s Partnership: Examining the complex relationship between Microsoft and OpenAI, and the definition and implications of “AGI,” Artificial General Intelligence. (The Decode) Intel's Strategic Moves: Analysis of Lip Bu Tan’s recent shifts at Intel, including its automotive division shutdown. Plus, speculation on Intel's future focus and strategy. (The Decode) Fair Use and AI Training: A debate on the use of copyrighted material for AI training. (The Flip) Market Performance and Earnings: A review of Micron's recent earnings and market performance, and a look at the overall market trends and AI-related stocks. (Bulls & Bears) NVIDIA's Market Performance: NVIDIA stock climbs to all-time highs & the factors contributing to their success in the AI market. (Bulls & Bears) AI and Market Competition: Multiple winners in the AI chip market and an analysis of potential market share for companies like AMD, NVIDIA, Broadcom, and Marvell. (Bulls & Bears) For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
06/09/2025
EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
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. : Global Foundries' $16 billion investment in US chip production Broadcom's Tomahawk 6 chip and its significance for AI infrastructure.HPE's AI revenue growth and enterprise market share. : Discussion on the impact of political relationships on tech companies. Analysis of supply chain issues and their effect on earnings. Speculation on the future of physical devices and AI integration. Discussion on the potential impact of AI on job markets. Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch
06/02/2025
EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch
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 Storage's revenue beat and ARR growth slowdown. Insights on the company's pivot towards AI-ready data solutions. : Analysis of Synopsys' earnings and the potential impact of new China restrictions. The company's suspension of guidance due to uncertainty in the Chinese market. and Earnings Comparison: Contrasting HP's challenges in the consumer PC market with Dell's strong AI-driven growth. Plus a discussion on Dell's significant $12 billion AI-related orders and backlog. : Overview of Coherent's investor day presentation and financial projections. - Discussion of the company's strategy in optical connectivity for AI and data centers. : Patrick argues for the potential of US-manufactured iPhones while Daniel counters with challenges in supply chain, workforce, and cost considerations in this segment of “The Flip.” Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
05/26/2025
EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
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. Comprehensive end-to-end development cycle offerings from Microsoft with a focus on Agentic Web and AI augmentation. Advancements in AI-assisted code development and security measures. : Launch of AI mode in search and upgrades to various AI tools. Introduction of real-time translation in meetings. Discussion on Google's competitiveness in the AI space. : Analysis of bond yields and auctions. Impact of potential new tariffs on EU trade. Discussion on Apple's manufacturing strategy and potential shift to US production. : Strong results from Palo Alto Networks and Snowflake. Lenovo's impressive growth, particularly evident in infrastructure solutions. Expectations for NVIDIA’s upcoming earnings report. Indications of strong AI demand and stable CapEx spending. Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend. The Six Five Summit Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action. 👉 Register now: For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
05/19/2025
EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
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 of data center solutions. Analysis of Qualcomm's intellectual property and potential in the data center market. Comparison with competitors like AMD, Intel, and NVIDIA. : Stock rallies for tech companies involved in Middle Eastern partnerships. Notable gains for Supermicro, NVIDIA, AMD, and Palantir. Pat & Dan’s analysis of market valuations and investor sentiment. : Cisco's success in monetizing AI-related products and services. Double-digit revenue growth and exceeded AI revenue targets. Leadership changes and positioning for the "Age of AI.” : Debate on AI replacing most information workers. Arguments for AI's potential to automate various job functions and counterpoints highlighting the limitations and current challenges of AI implementation. Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend. The Six Five Summit Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action. 👉 Register now: For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
05/12/2025
EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
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 strong quarterly results, particularly in the datacenter and gaming sectors. @ARM's record-breaking quarter with $1 billion in revenue and Coherent, Lattice, and Astera Labs' recent performances and future prospects. : @ServiceNow's Knowledge conference highlights and strategic direction. @IBMTechnology’s insights and the company's positioning in the AI market. : Reversal of AI diffusion laws and potential implications. Debate on the effectiveness of technology export controls. : Quick overview of tech stock performance and market reactions to earnings reports. : Teaser of high-profile speakers and AI-focused content. For a deeper dive into each topic, please click on the links above. Be sure to so you never miss an episode.
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EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
05/05/2025
EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome’s search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are: : Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on consumer choice and competition. : Analysis of the judgment against Apple's in the Epic lawsuit regarding app payment services. Insight into the judge's strong stance against Apple's non-compliance and the possible pursuit of criminal charges against its executives. and : Overview of NVIDIA and IBM's significant investment announcements at the White House and a discussion on what these investments could mean for U.S. tech infrastructure and global competitiveness. : Exploration of Taiwan's decision to keep TSMC's leading-edge chip production local and the potential geopolitical and economic impact of this ruling for global semiconductor supply chains. : Insights into Intel's Foundry Day announcements, including updates on 18A variants, plus a look into Intel's strategy to attract major fabless customers and how this could affect the semiconductor industry. : Announcement of the upcoming Six Five Summit, "AI Unleashed 2025" from June 16-19. The opening keynote will be delivered by Michael Dell, along with a lineup of other prominent speakers. Visit www.SixFiveMedia.com/summit for more information on the virtual event! For a more on each topic, please click on the links above. Be sure to so you never miss an episode.
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