The Six Five Pod

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat to Google Chrome. The hosts analyze earnings from IBM, Intel, Tesla, SAP, and T-Mobile, offering insights on AI investments, market performance, and industry trends. They debate the impact of AI on various sectors and explore the challenges of quantum computing adoption. The episode provides a comprehensive overview of current tech industry developments, blending expert analysis with engaging banter between the hosts.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's impressive growth projections and AI infrastructure plans. The hosts also delve into OpenAI's partnerships with Broadcom and other tech giants, exploring the implications for the AI cloud market. They touch on Apple's latest chip announcements and debate Oracle's potential to challenge the top cloud providers. The episode concludes with insights on TSMC's strong earnings and its impact on the semiconductor industry, as well as a brief discussion on ASML's performance. Throughout, the hosts provide candid analysis and occasional humor, offering listeners a comprehensive overview of the week's most significant tech news.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss AMD's groundbreaking deal with OpenAI, Cisco's advancements in AI networking, Intel's foundry progress, and Qualcomm's strategic acquisition of Arduino. The hosts also explore IBM's Tech Exchange event, debating whether we're in an AI bubble, and analyze Dell's ambitious growth forecasts. With insights on Oracle's AI economics, XAI's funding round, and the rise of AI utility companies, this episode offers a comprehensive look at the rapidly evolving AI landscape and its impact on the tech industry.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussMeta's $14 billion infrastructure deal with Core Weave, OpenAI's $6 billion agreement, and the ongoing debate about custom chips versus merchant silicon for AI. The hosts explore Microsoft's strategic move in appointing Judson Altoff as commercial CEO and the implications for enterprise AI adoption. They also touch on the US government shutdown, its impact on various sectors, and the challenges in interpreting economic data. Throughout the episode, Newman and Moorhead offer insightful analysis on AI's influence on job markets, the future of chip manufacturing, and the broader economic landscape.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussNvidia's $100 billion investment in OpenAI, Oracle's leadership changes, Microsoft's addition of Anthropic to Copilot, and Intel's potential partnerships with Apple and TSMC. The hosts also analyze Qualcomm's Snapdragon Summit announcements, including advancements in AI and PC performance. They debate the merits of Apple and TSMC investing in Intel, and examine recent market trends and earnings reports from companies like Micron and Marvell. Throughout the episode, Patrick and Daniel offer insightful commentary on the evolving landscape of AI, semiconductors, and tech industry dynamics.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent partnership between Intel and Nvidia, analyzing its implications for the tech industry. They explore the strategic benefits for both companies, potential impacts on competitors like AMD and ARM, and the broader context of geopolitical tensions affecting chip manufacturing. The hosts also touch on Meta's new AR glasses, the Federal Reserve's interest rate decision, and Elon Musk's recent Tesla stock purchase. Throughout the episode, they offer insights on market trends, company valuations, and the evolving landscape of AI and quantum computing, highlighting notable developments from companies like IonQ and Google.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Apple's recent product launch event, focusing on the new iPhone Air and Apple Watch features. The hosts discuss Apple's apparent shift away from AI, contrasting it with other tech giants' AI-focused strategies. They also analyze recent developments in the chip industry, including Intel's leadership changes and ASML's investment in Mistral AI. The podcast concludes with a brief overview of recent earnings reports from major tech companies like Oracle, Adobe, and Synopsys, highlighting the impact of AI on their financial performance and market valuations.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the impact of AI on job markets. The hosts analyze earnings reports from Salesforce, HPE, and Broadcom, offering insights into their AI strategies and market positions. They debate the concentration risk for Nvidia with its top customers and explore the economic implications of recent unemployment data. Throughout the episode, Newman and Moorhead provide expert commentary on the evolving AI landscape, its effects on various tech companies, and the broader economic outlook.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance. The hosts debate whether enterprise AI is a bubble or the start of something big, offering insights on market valuations and growth projections. They also analyze earnings from Pure Storage, Marvell, and HP, highlighting the impact of AI on various tech sectors. Throughout the episode, Patrick and Daniel provide candid commentary on industry trends, market reactions, and the challenges facing tech companies in the rapidly evolving AI landscape.