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:

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.