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.

The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings 09/01/2025

EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility 08/25/2025

EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts 08/18/2025

EP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption 08/11/2025

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. /episode/index/show/sixfive/id/37643140

EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution 07/28/2025

The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals 07/21/2025

EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets 07/14/2025

EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge 07/07/2025

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. /episode/index/show/sixfive/id/37200100

EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries 06/09/2025

EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch 06/02/2025

EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech 05/26/2025

EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption 05/19/2025

EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM 05/12/2025

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. /episode/index/show/sixfive/id/36422395

EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week 04/21/2025

EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are: : Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions. : The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets. : Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations. : Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies. : The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&A activity, within the context of the current economic climate. Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption. For more background on each topic, please click on the links above. Be sure to so you never miss an episode. /episode/index/show/sixfive/id/36226295