Recent Videos

Intel’s Telco Commitment: AI in the Network and the Path to 6G
At MWC 2026, Intel’s Kevork Kechichian and Cristina Rodriguez join Patrick Moorhead and Daniel Newman to discuss Intel’s renewed telco commitment, the evolving role of CPU in AI-driven networks, and how operators can prepare for 6G without forcing a hardware reset.
The Six Five Pod | EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race
AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon’s expanded role, AMD’s $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded.
The Rise of Companion Silicon: Rethinking AI Architecture from Edge to Cloud
Patrick Moorhead and Daniel Newman break down the week’s biggest AI signals, from $650B in hyperscaler CapEx and Anthropic’s breakout momentum to the SaaS repricing debate and a Flip segment on how fast AI can realistically disrupt white-collar work.

