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.

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:

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. Government Stakes Debate: Discussion of AI, quantum, rare earth minerals, and chip manufacturing.

1. Federal Reserve Rate Cut: Fed Chairman Powell's extensive data center commentary.

1. OpenAI Valuation: A trillion-dollar IPO valuation deemed "completely bonkers."

1. ServiceNow Earnings, Alphabet/Google Earnings, Meta Earnings: Unpacking tech's earnings season.

1. 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:

1. 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.

1. Earnings Reports and Market Analysis: Tech's latest earnings season begins. Hosts discuss IBM, Intel, Tesla, SAP, and T-Mobile earnings.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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:

1. 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.

1. Tech Industry Developments: Oracle's Financial Analyst Day 2025 and AI-focused announcements. Salesforce's Dreamforce event and the future of enterprise software.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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:

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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:

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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:

1. 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.

1. 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.

1. 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.

1. Microsoft's AI Strategy: Microsoft adds Anthropic to Copilot. Discussion on the benefits of model diversity in AI offerings.

1. 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.

1. Cloudera Event in New York: Patrick's insights from the Cloudera event and a discussion on hybrid multi-cloud fabrics and AI ecosystems.

1. 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.

1. 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:

1. 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.

1. 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.

1. 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.

1. Groq's Funding Round: Grok raises $750 million at a higher valuation & a brief overview of Groq's technology and market position.

1. IonQ's Market Performance: IonQ's stock price surged to nearly $70. The hosts discuss recent acquisitions and partnerships.

1. 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.

1. Federal Reserve's Interest Rate Decision: Analysis of the Fed's recent interest rate decision & a discussion on the potential economic impacts.

1. Elon Musk's Tesla Stock Purchase: Musk's billion-dollar purchase of Tesla stock & its impact on Tesla's stock price and market sentiment.

1. 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:

1. 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.

1. 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.

1. 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.

1. Chip Industry Dynamics: Analysis of Broadcom's potential chip development for OpenAI. Examination of Intel's organizational changes and market challenges.

1. 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.