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The Midterms Hit AI: Data Center Pushback, a Market Whipsaw, and Earnings That Tell a Different Story
A midterm election that put data centers on the ballot, followed by one of the sharpest two-day market swings in recent memory, changed the AI conversation this week, even as earnings from AMD, Arm, Lattice, and Coherent pointed to demand that hasn't slowed. Patrick Moorhead and Daniel Newman unpack what the election results could mean for the AI buildout, why the market reacted the way it did, and what the week's earnings actually showed.
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The Six Five Pod | EP 254: Unpacking GTC: Nvidia’s AI Dominance and the Hyperscaler Challenge
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 Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lip-Bu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.