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