Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include:

1. NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver?

2. AI Chip Showdown: NVIDIA's dominance isn't going unchallenged. Hyperscalers are building their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive.

3. Google's Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&A, or is it a regulatory minefield?

4. MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction?

5. SoftBank's AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech?

Watch the full episode and 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:

ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/ 

Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html 

TSMC's rumored joint venture in the U.S. 

https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/

Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html 

Adobe's record revenue but cautious guidance 

https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html

AI trade and recession risks

https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715

Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

MWC Wrap-Up

https://x.com/PatrickMoorhead/status/1897644077958725984

https://x.com/PatrickMoorhead/status/1896980302494621856

https://x.com/PatrickMoorhead/status/1897271496063537479

https://x.com/PatrickMoorhead/status/1897260017260118242

https://x.com/PatrickMoorhead/status/1897275407956631987

https://x.com/PatrickMoorhead/status/1897315734075928768

https://x.com/PatrickMoorhead/status/1897324890929422364

https://x.com/PatrickMoorhead/status/1897327150585528503

https://x.com/danielnewmanUV/status/1897768085433495572

Salesforce Agentforce 2dx

https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/

https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/

https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html

https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/

Broadcom Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897318547245662290

https://x.com/danielnewmanUV/status/1897759473483288852

https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial

https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html

https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/

https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html

Marvell Q4FY25 Earnings

https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results

https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd

https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/

https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html

HPE Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897764313768825021

https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html

https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html

https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html

https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/

Tariffs Impact on Tech

https://x.com/PatrickMoorhead/status/1897209988910551359

https://x.com/danielnewmanUV/status/1896605525221245318

https://x.com/danielnewmanUV/status/1896662541390241929

https://x.com/danielnewmanUV/status/1896903202827579696

https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828

https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates

https://x.com/danielnewmanUV/status/1897768085433495572

TSMC and Intel

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

TSMC & Broadcom Eye Control Of Intel?

https://x.com/PatrickMoorhead/status/1890534596305199444

https://x.com/PatrickMoorhead/status/1890754946821222816

https://x.com/PatrickMoorhead/status/1890577982206460078

https://x.com/PatrickMoorhead/status/1890754949845274750

https://x.com/danielnewmanUV/status/1891189011835727903

https://x.com/danielnewmanUV/status/1891902924634140900

https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9

https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx

https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b

Lenovo Q3FY25 Earnings

https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis.

https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/

https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html

What HP Acquiring Humane Means for AI

https://x.com/danielnewmanUV/status/1891981440625369418

https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/

https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html

Groking Grok-3

https://x.com/danielnewmanUV/status/1891845938404012528

https://x.com/danielnewmanUV/status/1891988379631239487

https://x.com/PatrickMoorhead/status/1891829617800982706

https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/

https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670

Apple iPhone 16e And Its New Modem

https://x.com/danielnewmanUV/status/1892294426027823194

https://x.com/PatrickMoorhead/status/1892291469139996926

https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2

https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html

Microsoft Majorana 1 Quantum

https://x.com/danielnewmanUV/status/1892341026955596241

https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/

https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html

https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Cisco Gets AI Lift, All-In On DPUs

https://x.com/danielnewmanUV/status/1889786849536926064

https://x.com/PatrickMoorhead/status/1890121941169893739

https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx

https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches

https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/

DOGE & Tech Impact

https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/

https://x.com/PatrickMoorhead/status/1890028722193076526

https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump

https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html

https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/

https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450

Lattice Semi Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1889057474327777571

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024

https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html

Elon Makes A Play For OpenAI

https://x.com/danielnewmanUV/status/1888954766950281579

https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html

https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/

https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/

https://www.bbc.com/news/articles/cpdx75zgg88o

CAPEX Spending Still On A Tear (Told Ya')

https://x.com/danielnewmanUV/status/1888254807216881959

https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html

Intel Rising, But Why?

https://x.com/PatrickMoorhead/status/1890054026332418390

https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html

https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html

https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/

https://x.com/danielnewmanUV/status/1890141617539150324

JD Vance Lays Out US AI Case In Paris; Will EU Ever Change?

https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump

https://x.com/PatrickMoorhead/status/1889304155350618414

https://x.com/PatrickMoorhead/status/1889290891916927315

https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html

https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations

https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Qualcomm Q1FY25 Earnings

https://x.com/PatrickMoorhead/status/1887253686423863659

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1887256254361575534

https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results

https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected

Arm Q3FY25 Earnings

https://x.com/PatrickMoorhead/status/1887253686423863659

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1887254976025727414

https://newsroom.arm.com/news/arm-q3-fye25-results

https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973

AMD Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1886895779757088888

https://x.com/PatrickMoorhead/status/1886912623423230369

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1886892031294796102

https://x.com/danielnewmanUV/status/1886884498421268609

https://x.com/danielnewmanUV/status/1887116522285359533

https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial

https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html

Amazon Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1887609783471226935

https://x.com/danielnewmanUV/status/1887608976373915721

https://x.com/danielnewmanUV/status/1887615023725306222

Alphabet Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1886889370315317435

https://x.com/PatrickMoorhead/status/1887113807580828016

https://x.com/danielnewmanUV/status/1886839409112191189

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1886884498421268609

IBM Investor Day

https://x.com/danielnewmanUV/status/1886840970630873567

https://x.com/danielnewmanUV/status/1886841336592003541

https://x.com/danielnewmanUV/status/1886841702801187143

https://x.com/danielnewmanUV/status/1886842675468378178

https://x.com/danielnewmanUV/status/1886843221264707710

https://x.com/danielnewmanUV/status/1886844259132751968

https://x.com/danielnewmanUV/status/1886845332903866666

https://x.com/danielnewmanUV/status/1886846140424790053

https://x.com/danielnewmanUV/status/1886847808512167976

https://x.com/danielnewmanUV/status/1886850412361490904

https://x.com/danielnewmanUV/status/1886852003021668458

https://x.com/danielnewmanUV/status/1886840111746187533

https://x.com/danielnewmanUV/status/1886840111746187533

Coherent Q2FY25 Earnings

https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results

https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html

https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Want to know more about Coherent’s quarterly results? Get the details directly from Coherent CEO, Jim Anderson, Hosts Patrick Moorhead and Daniel Newman share a conversation on the evolving dynamics at Coherent and their vision for the future in tech.

Tune in as they cover 👇

• Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies

• The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success

• Building a winning culture: Jim emphasizes the critical role of cultural attributes in driving innovation and maintaining a competitive edge

On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek.

Their discussion covers:

• The factors contributing to IBM's current upswing and what it indicates about their strategic direction.

• Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery.

• An in-depth look into the DeepSeek technology, its implications, and why it's a topic of continuous interest.

On this episode of the Six Five Webcast: Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents.

Their discussion covers:

• The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success.

•  The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic.

• Details about Project Stargate, a massive $500 billion endeavor by leading tech firms aimed at pioneering advanced AI models to ensure US competitiveness on the global stage.

• The emergence of China's DeepSeek AI as a significant rival to the dominance of US-based AI initiatives.

Mainframes are not only here to stay—they’re leading the way!   

This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪

But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨‍💻👩‍💻

Diana Blass is joined by subject matter experts from various companies including Broadcom, Interskill, The Linux Foundation, and The Futurum Group, for a conversation on how organizations are investing heavily in training and development programs to bridge the skills gap.

Watch this episode of Six Five Connected for more on:

• Why mainframe skills are in high demand

• Open-source initiatives and hybrid cloud integrations keeping the technology at the forefront of innovation

• The evolution of mainframe technology and its importance in today's digital world

• Strategies shared by The Futurum Group to foresee industry trends and prepare the mainframe ecosystem for future challenges