The Six Five Pod

This week, Patrick Moorhead and Daniel Newman unpack why today’s AI moment feels less like the endgame and more like Netflix’s DVD-by-mail phase—the very beginning of a transformation that will redefine the tech industry. They dig into soaring AI valuations and the growing debate over whether today’s leaders signal durable platforms or bubble dynamics, then shift to what really matters under the hood—AI infrastructure, with a sharp focus on networking and memory, informed by insights from Marvell’s Industry Analyst Day. This episode also breaks down recent market moves across major tech players, before closing with a forward-looking take on where AI is headed and what it will take to stay competitive as the pace of change continues to accelerate.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss a variety of hot topics in the tech world, particularly focusing on the recent AWS reInvent conference and the latest developments in AI, robotics, and the semiconductor industry.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss a variety of hot topics in the tech world, starting with a light-hearted discussion about our recent workouts and the ongoing banter about our fitness levels. We then transition into the significant news surrounding Saudi Arabia's massive investments in U.S. technology companies, including Nvidia, AMD, and Cisco, as they aim to diversify their economy beyond oil.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss MD's Financial Analyst Day projections to the ongoing AI infrastructure buildout. The duo debates GPU depreciation schedules—four versus six years—examining what's reasonable given compute intensity and market dynamics. They analyze SoftBank's $5 billion Nvidia exit to fund OpenAI investments, Anthropic's $50 billion data center commitment, and IBM's quantum computing roadmap targeting 2029 for practical applications. Cisco's enterprise AI momentum and Core Weave's capacity challenges round out earnings coverage. The hosts challenge conventional wisdom on AI bubbles, arguing we're in a genuine tech super cycle despite pockets of frothiness. With characteristic candor and technical depth, they separate hype from reality in AI infrastructure investing.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's massive $38 billion AWS deal to the controversial approval of Elon Musk's potential trillion-dollar pay package at Tesla. The duo analyzes the market meltdown that hit tech stocks hard, breaking down earnings from ARM, AMD, Qualcomm, Coherent, and Lattice. They debate whether China's Kimmy 2 model really trained for just $4.6 million (spoiler: they're skeptical), examine Trump's shifting stance on chip exports to China versus the UAE, and discuss Google's Ironwood TPU rollout. With candid takes on XPU adoption, hyperscaler strategies, and whether we're in an AI bubble, Moorhead and Newman deliver their signature blend of technical insight and industry analysis—complete with F1 references and Sunday morning banter between besties.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's GTC conference, where Jensen Huang delivered his strongest keynote yet, announcing $500 billion in AI chip bookings and seven new supercomputers. The duo explores OpenAI's restructuring deal with Microsoft, Qualcomm's ambitious entry into data center AI chips, and Amazon's massive job cuts amid AI automation. They debate whether government equity stakes in critical tech industries represent smart capitalism or creeping socialism, examining investments in Intel, quantum computing, and rare earth materials. The earnings segment covers the Mag Seven's capex surge, with Meta, Google, Microsoft, and Amazon all increasing AI infrastructure spending despite market concerns. ServiceNow's continued Rule of 50 performance and Apple's disappointing iPhone numbers round out a packed discussion on AI infrastructure buildout, energy constraints, and the race for technological supremacy.

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.