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

https://www.reuters.com/world/middle-east/saudi-crown-prince-seeks-burnish-image-with-corporate-americas-top-executives-2025-11-19/

AMD, Cisco, and HUMAIN to form joint venture to deliver world-leading AI infrastructure

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m11/amd-cisco-and-humain-to-form-joint-venture-to-deliver-world-leading-ai-infrastructure.html

Adobe, Qualcomm partner with Humain on generative AI for Middle East

https://www.reuters.com/world/middle-east/adobe-qualcomm-partner-with-humain-generative-ai-middle-east-2025-11-19/

Qualcomm to open engineering hub in Saudi Arabia, part of a series of AI deals in kingdom

https://finance.yahoo.com/news/qualcomm-to-open-engineering-hub-in-saudi-arabia-part-of-a-series-of-ai-deals-in-kingdom-180008935.html

Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia

https://www.cnbc.com/2025/11/19/musks-xai-will-be-customer-for-nvidia-data-center-in-saudi-arabia.html

Microsoft, Nvidia to invest in Anthropic as Claude maker commits $30 billion to Azure

https://finance.yahoo.com/news/anthropic-commits-30-billion-microsoft-150718625.html

https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/

https://x.com/danielnewmanUV/status/1990802932602999149

https://x.com/danielnewmanUV/status/1990822426884682020

https://x.com/danielnewmanUV/status/1990865570242187267

Microsoft Ignite - Announcements

https://azure.microsoft.com/en-us/blog/azure-at-microsoft-ignite-2025-all-the-intelligent-cloud-news-explained/

https://x.com/PatrickMoorhead/status/1990845768178282745

https://x.com/PatrickMoorhead/status/1990859751006351461

https://x.com/PatrickMoorhead/status/1990861596558774469

https://x.com/danielnewmanUV/status/1990848107223933309?s=20

Google Gemini 3 Launch

https://blog.google/products/gemini/gemini-3/

https://x.com/danielnewmanUV/status/1990875878549512251

https://x.com/PatrickMoorhead/status/1991150119891223015

Yann LeCun Leaving Meta

https://www.businessinsider.com/meta-ai-yann-lecun-llm-world-model-intelligence-criticism-2025-11

Pat & Dan interview with Yann LeCun at last year's Davos: https://youtu.be/0gmDufvWlWE

Cloudflare resolves outage that caused widespread internet disruptions, taking down X, ChatGPT for some users

https://www.yahoo.com/news/article/cloudflare-resolves-outage-that-caused-widespread-internet-disruptions-taking-down-x-chatgpt-for-some-users-141316666.html

OpenText World 2025 - Recap

https://x.com/PatrickMoorhead/status/1990806348393554203

https://x.com/danielnewmanUV/status/1990805006661136469

Supercompute 2025 - Recap

https://x.com/danielnewmanUV/status/1991231108646678537?s=20

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%

https://www.cnbc.com/2025/11/20/jobs-report-september-2025.html

Fed minutes show divide over October rate cut and cast doubt about December

https://www.cnbc.com/2025/11/19/fed-minutes-october-2025.html

Lenovo Earnings

https://news.lenovo.com/pressroom/press-releases/q2-fy-2025-26/

NVIDIA Earnings

https://www.cnn.com/2025/11/19/tech/nvidia-earnings-ai-bubble-fears

https://x.com/danielnewmanUV/status/1990526850171613211

https://x.com/danielnewmanUV/status/1990538832295702574

https://x.com/danielnewmanUV/status/1991156846900515130

https://x.com/PatrickMoorhead/status/1991544029675135247?s=20

https://x.com/PatrickMoorhead/status/1991540564794220778?s=20

Amazon Raises $15 Billion in First US Bond Sale in Three Years

https://finance.yahoo.com/news/amazon-kicks-off-first-us-132051192.html

Databricks in talk to raise at $130B valuation

https://techcrunch.com/2025/11/18/databricks-reportedly-in-talks-to-raise-funding-at-a-130b-valuation/