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The Six Five Pod | EP 298: Arm’s Big Bet, OpenAI’s Pivot, and the Real AI Infrastructure Race
Arm moves closer to owning the silicon layer, OpenAI sharpens its enterprise strategy, and a wave of geopolitical and market pressures exposes what is really driving the AI race. Patrick Moorhead and Daniel Newman unpack how compute constraints, capital intensity, and supply chain risk are starting to dictate who can scale, who can compete, and who gets left behind as the industry shifts from experimentation to execution.
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The Six Five Pod EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Dell Tech World conference, Computex announcements, and Microsoft Build highlights. The hosts analyze Nvidia's advancements in robotics and AI, Google's I/O event, and the potential impact on the tech landscape. They also explore market trends, including bond yields and trade tensions. The episode features an interview with Jeetu Patel, President and Chief Product Officer at Cisco, who shares insights on AI infrastructure and partnerships. The hosts wrap up with a discussion on Lenovo's earnings and its implications for the upcoming Nvidia earnings report, providing a comprehensive overview of the week's most significant tech developments.
The Six Five Pod | EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent US-China trade deal, the Middle East AI technology push, and Qualcomm's unexpected data center chip announcement. The hosts debate the future impact of AI on information workers and analyze market reactions to recent tech deals. They also explore Cisco's impressive earnings and leadership changes. Throughout the episode, Moorhead and Newman offer insightful commentary on the interconnectedness of global tech markets, the rapid pace of AI advancements, and the strategic moves of major tech players in response to evolving industry dynamics.
The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD and ARM's recent earnings, highlighting their strong performance in the AI and data center markets. They debate the effectiveness of AI diffusion laws and touch on recent tech industry layoffs. The episode also covers updates from Coherent, Lattice, and Astera Labs.
The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry Day. The hosts debate the consolidation of AI into big tech and its need for regulation. They analyze recent earnings reports from major tech companies, highlighting strong performances in enterprise AI and cloud services. The podcast concludes with a preview of their upcoming Six Five Summit, featuring industry leaders like Michael Dell.
The Six Five Pod | EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.
The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.
The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's consumer Copilot announcements, Qualcomm's IoT acquisitions, Intel's Vision event featuring new, the potential TSMC-Intel partnership, its implications for the semiconductor, and current market volatility.
The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger’s New Ventures
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent AI model announcements from OpenAI, Microsoft, and Google, and debate the $300 billion valuation of OpenAI. The show features a special guest, Pat Gelsinger, who shares insights on his new roles as executive chairman of Gloo, and reflects on his time at Intel.
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.