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
Description
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://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://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
United States
