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 Financial Analyst Day Breakdown: 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's Strategic Repositioning: 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. Anthropic's Infrastructure Investment: 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. Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks. The Depreciation Debate: 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. Government Shutdown Resolution: 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. Cisco Earnings Analysis: 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. CoreWeave Market Position: 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. Applied Materials Performance: 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 subscribe to The Six Five Pod so you never miss an episode.
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) https://x.com/PatrickMoorhead/status/1985358316592079054?s=20 https://x.com/PatrickMoorhead/status/1985352179444863072?s=20 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) https://x.com/PatrickMoorhead/status/1986380431260815544?s=20 https://x.com/PatrickMoorhead/status/1985690392239513969?s=20 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) https://x.com/PatrickMoorhead/status/1986854566835748959?s=20 Kimi 2 Thinking costs $4.6M Dan https://x.com/PatrickMoorhead/status/1986930007554531470?s=20 Cheap MacBook (pat) https://x.com/PatrickMoorhead/status/1985774551318368696?s=20 Bulls & Bears Arm Earnings https://x.com/PatrickMoorhead/status/1986771536960008301 https://investors.arm.com/static-files/bde7f15e-4bc8-4524-a0e9-e016889b520d https://x.com/danielnewmanUV/status/1986203347439824919 AMD Earnings https://x.com/PatrickMoorhead/status/1985979219352908272 https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results https://x.com/danielnewmanUV/status/1985822986063266013 https://x.com/danielnewmanUV/status/1985835687309165063 https://x.com/danielnewmanUV/status/1985895752372289986 Qualcomm Earnings https://x.com/PatrickMoorhead/status/1986764581293977813 https://investor.qualcomm.com/news-events/press-releases/news-details/2025/Qualcomm-Earnngs-Release-Available-on-Companys-Investor-Relations-Website-c44bca3cf/default.aspx https://x.com/danielnewmanUV/status/1986185406744871045 Coherent Earnings https://x.com/PatrickMoorhead/status/1986774118985794034 https://www.coherent.com/news/press-releases/first-quarter-fiscal-year-2026-results https://x.com/danielnewmanUV/status/1986205975171190977 Lattice Semiconductor Earnings https://x.com/PatrickMoorhead/status/1985983349916143977 https://x.com/danielnewmanUV/status/1985475655241232529
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: Key Takeaways from NVIDIA GTC and Infrastructure Build-Out: 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. OpenAI and Microsoft Partnership Restructuring: 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. Qualcomm's AI Chip Launch: 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. DOE Supercomputer Partnerships: 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. AWS Anthropic Trainium Partnership: 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 Public Sector Event Highlights: 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. Government Stakes Debate: Discussion of AI, quantum, rare earth minerals, and chip manufacturing. Federal Reserve Rate Cut: Fed Chairman Powell's extensive data center commentary. OpenAI Valuation: A trillion-dollar IPO valuation deemed "completely bonkers." ServiceNow Earnings, Alphabet/Google Earnings, Meta Earnings: Unpacking tech's earnings season. Microsoft Azure: 40% Azure growth with $400 billion booked business. 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.
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: AI and Tech Industry Updates: 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 IBM, Intel, Tesla, SAP, and T-Mobile earnings. OpenAI's Atlas Browser: 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. AWS Outage and Infrastructure Resilience: 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. Quantum Computing Developments: 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. AI Ethics and Regulation: 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. Tech Earnings Deep Dive: 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. Industry Trends and Future Outlook: 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 subscribe to The Six Five Pod so you never miss an episode.
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: Market Turbulence and Geopolitical Tensions: 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. Tech Industry Developments: Oracle's Financial Analyst Day 2025 and AI-focused announcements. Salesforce's Dreamforce event and the future of enterprise software. Semiconductor Industry Insights: 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. AI Infrastructure and Cloud Competition: 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. Economic and Market Trends: 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. Industry Events and Announcements: 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. Future of Enterprise Software and AI: 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 subscribe to The Six Five Pod so you never miss an episode.
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: AI Investments and Market Dynamics: OpenAI and AMD's $6 billion deal announcement. NVIDIA's response to the AMD-OpenAI partnership. An analysis of the competitive landscape in the AI chip market. Cisco's AI Networking Advancements: 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 Technology Showcase: 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 IoT and Physical AI Aspirations: Qualcomm's acquisition of Arduino and its implications for IoT development. Hosts reflect on Qualcomm's strategy in expanding beyond mobile chips. IBM TechXchange Highlights: 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. Dell Technologies Analyst Meeting Insights: 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. Oracle's AI Business Economics: A discussion of a recent controversial report on Oracle's AI infrastructure profitability. Analysis of the challenges in accurately assessing AI infrastructure economics. Industry Updates and Future Events: 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 subscribe to The Six Five Pod so you never miss an episode.
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: AI Developments and Industry News: Recent AI deals going down, including Meta's $14 Billion infrastructure deal with CoreWeave and another deal between CoreWeave and OpenAI totaling $6 Billion. Hyperscaler Strategies and Investments: 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's Commercial Focus: 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. Chip Manufacturing and Policy: 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. Custom vs. Merchant AI Chips Debate: 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. Economic and Political Landscape: 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 subscribe to The Six Five Pod so you never miss an episode.
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: 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. 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. 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. Microsoft's AI Strategy: Microsoft adds Anthropic to Copilot. Discussion on the benefits of model diversity in AI offerings. 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. Cloudera Event in New York: 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. 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.
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 include: Intel's Resurgence and Nvidia Partnership: Discussion of Intel's 30% stock gain following the announcement of their partnership with Nvidia. Analysis of the strategic implications for both companies. Oracle, Silver Lake, and TikTok: The potential of a deal involving TikTok, Oracle, and Silver Lake. A discussion analyzing the data management and algorithm concerns. Microsoft and Nvidia's UK Investment: $40 billion investment announcement in the UK's AI infrastructure & how this will impact the UK's position in global AI development. Groq's Funding Round: Grok raises $750 million at a higher valuation & a brief overview of Groq's technology and market position. IonQ's Market Performance: IonQ's stock price surged to nearly $70. The hosts discuss recent acquisitions and partnerships. Meta's New VR/AR Glasses: Reactions to Meta's sleek new VR/XR glasses & a debate on the product's potential impact on mainstream AR/VR adoption. Federal Reserve's Interest Rate Decision: Analysis of the Fed's recent interest rate decision & a discussion on the potential economic impacts. Elon Musk's Tesla Stock Purchase: Musk's billion-dollar purchase of Tesla stock & its impact on Tesla's stock price and market sentiment. Google's $3 Trillion Valuation: 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 subscribe to The Six Five Pod so you never miss an episode.
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: Apple Event and AI Strategy: 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. Tech Earnings and Market Reactions: Breakdown of Oracle's earnings and stock surge. Analysis of Adobe's performance and AI revenue. Examination of Synopsys's challenges and future outlook. AI Industry Developments: 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. Chip Industry Dynamics: Analysis of Broadcom's potential chip development for OpenAI. Examination of Intel's organizational changes and market challenges. Future of AI and Device Integration: 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 subscribe to The Six Five Pod so you never miss an episode.
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: AI and Antitrust Developments: 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. Economic Data and Market Trends: 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. Tech Industry Dinner at Trump's: Mention of tech executives attending dinner with DJT. Brief discussion on the administration's commitment to AI leadership. Broadcom's Earnings and the AI Chip Market: 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. Nvidia's Customer Concentration: 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. Salesforce Earnings and AI Strategy: 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 subscribe to The Six Five Pod so you never miss an episode.
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) 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) https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI 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) https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/ 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 https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d Pure Storage Earnings (Bulls and Bears) https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html https://x.com/danielnewmanUV/status/1961086131119731156 MondoDB Stock soars on Atlas Cloud's AI Tailwind & Okta Stock Gains (Bulls and Bears) https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html Marvell Earnings (Bulls and Bears) https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/ 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
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: Intel and Government Investment: Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications. Chip Advancements: Discussion on China's progress in computer and chip manufacturing. Analysis of China's indigenous chip acceleration efforts. Market Dynamics and Economic Outlook: 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 Palo Alto Networks, Zoom, and Workday. 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 subscribe to The Six Five Pod so you never miss an episode.
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: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's 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 CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance. Industry Trends and Strategic Moves: 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 subscribe to The Six Five Pod so you never miss an episode.
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: Trump's tariff threats on semiconductors and chips. Apple's investment commitments in the US. Rumors about GPT-5 release and its potential impact. Intel Leadership Challenges: Trump's call for Intel CEO Lip-Bu Tan's removal. Analysis of Intel's missed opportunities in the US chip manufacturing push. Palantir's Meteoric Rise: Discussion of Palantir's market valuation and performance. Analysis of the company's government contracts and AI positioning. Other Tech Company Performances: Lattice Semiconductor's positive market reception. IonQ's progress in quantum computing. Astera's growth 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. Challenges for Chip Manufacturers: 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 subscribe to The Six Five Pod so you never miss an episode.
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 subscribe to The Six Five Pod so you never miss an episode.
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) https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race Pat speaks on Winning the AI Race Event and "Trump's AI Roadmap" (The Decode) https://x.com/PatrickMoorhead/status/1947644571627757683 https://x.com/PatrickMoorhead/status/1948044849858437209 https://x.com/PatrickMoorhead/status/1948045885939531813 https://x.com/PatrickMoorhead/status/1948063418696511930 https://x.com/PatrickMoorhead/status/1948057960636158019 https://x.com/danielnewmanUV/status/1948059191182045549 https://x.com/PatrickMoorhead/status/1948116469612527820 Pat on Yahoo Finance breaking the event down https://x.com/PatrickMoorhead/status/1948547645011525860 https://www.cnbc.com/2025/07/26/china-ai-action-plan.html US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode) https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/ https://x.com/PatrickMoorhead/status/1949535107288801287 https://x.com/danielnewmanUV/status/1949534884655145434 US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode) https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/ https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/ Trump announces 'massive trade' agreement with Japan (Bulls and Bears) https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us Earnings Season (Bulls and Bears) Tesla Earnings https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html https://x.com/danielnewmanUV/status/1948525488936484961 IBM Q2 Earnings https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html Alphabet Inc. - Q2 2025 https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html https://x.com/danielnewmanUV/status/1947371163526570418 https://x.com/danielnewmanUV/status/1947724737813107160 T-Mobile US - Q2 2025 Earnings https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html ServiceNow Q2 2025 https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html https://x.com/PatrickMoorhead/status/1947726458891141274 https://x.com/danielnewmanUV/status/1947712998501462422 Intel - Q2 2025 Earnings https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html TSMC - Trillion Dollar Market Cap (Bulls and Bears) https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor
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) https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk https://x.com/danielnewmanUV/status/1945509802211254661 https://x.com/PatrickMoorhead/status/1945089356022096361 https://x.com/PatrickMoorhead/status/1945049406199226857 https://x.com/PatrickMoorhead/status/1945049728141447261 https://x.com/danielnewmanUV/status/1944939965953011869 https://x.com/danielnewmanUV/status/1945084756619571695 https://x.com/danielnewmanUV/status/1945120959314141508 https://x.com/danielnewmanUV/status/1945317350573519001 https://x.com/danielnewmanUV/status/1945439985139691965 https://x.com/danielnewmanUV/status/1945509802211254661 https://x.com/PatrickMoorhead/status/1945504256821457108 https://x.com/PatrickMoorhead/status/1945582561066877304 National-Security Concerns Tie Up Trump's U.A.E. Chips Deal (The Decode) https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815 https://x.com/PatrickMoorhead/status/1945816740987797799 DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode) https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode) https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/ https://x.ai/news/government AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579 https://x.com/PatrickMoorhead/status/1945501932270850512 https://x.com/PatrickMoorhead/status/1945502428100505736 https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025 AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share AWS is Launching an AI Agent Marketplace With Anthropic (The Decode) https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/ Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode) https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/ Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears) https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/ CPI and PPI (Bulls and Bears) https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/ Trump Firing Powell? (Bulls and Bears) https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/ https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/ TSMC Earnings (Bulls and Bears) TSMC profit surges 61% to record high fueled by AI chip demand https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html https://x.com/FuturumEquities/status/1944741028952707502 https://x.com/danielnewmanUV/status/1944737452150673605 https://x.com/danielnewmanUV/status/1945790790556663909
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 https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/ https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html https://x.com/lindayaX/status/1942957094811951197 Apple/META/OpenAI Talent War & Exits https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000 https://x.com/danielnewmanUV/status/1942350275437813777 https://www.wired.com/story/openai-new-hires-scaling/ https://x.com/danielnewmanUV/status/1942721860166353287 https://www.investopedia.com/meta-platforms-enticed-apple-ai-executive-with-200m-pay-package-report-says-11769571 Samsung Galaxy Unpacked https://x.com/PatrickMoorhead/status/1942961894832152898 https://x.com/PatrickMoorhead/status/1942953058184437939 https://x.com/PatrickMoorhead/status/1942948447281455188 https://x.com/PatrickMoorhead/status/1942725650152055227 https://x.com/PatrickMoorhead/status/1942963639134375952 https://x.com/PatrickMoorhead/status/1942967272626323730 Groq EU Data Center https://x.com/danielnewmanUV/status/1942400094852222989 Capgemini $3.3B WNS Acquisition https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ (duplicate, but good for emphasis if you want!) Tredence Agentic AI Playbook https://www.prnewswire.com/news-releases/tredence-launches-agentic-ai-playbook-for-cdaos-to-scale-enterprise-modernization-302500398.html Apple Perplexity Deal https://thetechnologyexpress.com/apple-eyes-14b-deal-for-perplexity-ai-to-boost-search-and-challenge-google/ https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity https://finance.yahoo.com/news/dan-ives-says-apple-aapl-102802274.html Microsoft & Replit "Vibe Coding" https://techcrunch.com/2025/07/08/in-a-blow-to-google-cloud-replit-partners-with-microsoft/ The Flip – NVIDIA Dominance https://x.com/danielnewmanUV/status/1942947771738104164 https://x.com/danielnewmanUV/status/1942722398501101954 Bulls & Bears – Futurum Equities AI 15 https://x.com/danielnewmanUV/status/1942378588948623468 https://x.com/danielnewmanUV/status/1942947187278987621 https://futurumequities.com/ Bulls & Bears – NVIDIA Earnings & Trends https://x.com/YahooFinance/status/1942546161279041868 https://x.com/YahooFinance/status/1942422381894492183 https://x.com/danielnewmanUV/status/1942550986570227807 https://x.com/danielnewmanUV/status/1942642005127127268 https://x.com/danielnewmanUV/status/1942722398501101954 https://x.com/danielnewmanUV/status/1942947771738104164 https://finance.yahoo.com/video/nvidia-stock-why-investors-bullish-220000250.html?guccounter=2 Bulls & Bears – CoreWeave Updates https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html https://x.com/PatrickMoorhead/status/1941122315263283535 Bulls & Bears – SOFI Rapid Growth https://x.com/danielnewmanUV/status/1942367641123061833 https://x.com/SoFi/status/1942569679136120996 https://x.com/danielnewmanUV/status/1942617508743368921 Bulls & Bears – LangChain Unicorn Round https://techcrunch.com/2025/07/08/langchain-is-about-to-become-a-unicorn-sources-say/ Bulls & Bears – S&P 500 / Other https://x.com/TheTranscript_/status/1942219645743718797 https://www.youtube.com/watch?v=XhOwlEyJhOg https://www.youtube.com/watch?v=j_72m2LfLwM
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 https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model AI job losses and economic impacts https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/ https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/ Intel Foundry Updates https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/ Tesla robotaxis: Game-changing or overhyped? https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91 "Big Beautiful Bill" and economic growth https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html Oracle's $30 billion cloud deal https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html Robinhood and SoFi fintech success https://www.cnbc.com/2025/07/02/robinhood-stock-record.html https://x.com/danielnewmanUV/status/1940247427946357189 https://x.com/danielnewmanUV/status/1939795552738202064 https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314 https://x.com/danielnewmanUV/status/1939688148155412527 HPE-Juniper acquisition https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html