On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

 

1. AI and Infrastructure Investments: Nvidia and OpenAI announce a major AI infrastructure investment. $100 billion phased investment from Nvidia to OpenAI. Pat & Dan discuss the strategic implications and industry reactions.

 

1. Oracle Leadership Changes: New co-CEOs appointed –nClay Magouyrk and Mike Sicilia. Safra Catz becomes Oracle executive vice chair. Hosts analyze this leadership transition and its potential impact.

 

1. TikTok Developments: Executive order to push final decision on TikTok to mid-December. Potential spin-out authorized, contingent on Chinese agreement. Oracle and Silver Lake are potential key players in the deal.

 

1. Microsoft's AI Strategy: Microsoft adds Anthropic to Copilot. Discussion on the benefits of model diversity in AI offerings.

 

1. Qualcomm Snapdragon Summit Highlights: Introduction of X2 Elite and X2 Elite Extreme chips, focusing on AI capabilities and performance improvements. Plus, a look at Qualcomm's strategic positioning beyond smartphones.

 

1. Cloudera Event in New York: Patrick's insights from the Cloudera event and a discussion on hybrid multi-cloud fabrics and AI ecosystems.

 

1. The Flip: Should Apple or TSMC Invest in Intel? Hosts debate this topic with arguments for and against potential investments in Intel. Plus, an analysis of the geopolitical and technological implications.

 

1. Market Trends and Earnings: Federal Reserve Chair Powell's comments on stock valuations and a discussion on Micron's earnings and the impact of AI on memory demand. Marvell's special presentation and stock performance.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week include:

 

1. Intel's Resurgence and Nvidia Partnership: Discussion of Intel's 30% stock gain following the announcement of their partnership with Nvidia. Analysis of the strategic implications for both companies.

 

1. Oracle, Silver Lake, and TikTok: The potential of a deal involving TikTok, Oracle, and Silver Lake. A discussion analyzing the data management and algorithm concerns.

 

1. Microsoft and Nvidia's UK Investment: $40 billion investment announcement in the UK’s AI infrastructure & how this will impact the UK's position in global AI development.

 

1. Groq's Funding Round: Grok raises $750 million at a higher valuation & a brief overview of Groq's technology and market position.

 

1. IonQ's Market Performance: IonQ's stock price surged to nearly $70. The hosts discuss recent acquisitions and partnerships.

 

1. Meta's New VR/AR Glasses: Reactions to Meta's sleek new VR/XR glasses & a debate on the product’s potential impact on mainstream AR/VR adoption.

 

1. Federal Reserve's Interest Rate Decision: Analysis of the Fed's recent interest rate decision & a discussion on the potential economic impacts.

 

1. Elon Musk's Tesla Stock Purchase: Musk's billion-dollar purchase of Tesla stock & its impact on Tesla's stock price and market sentiment.

 

1. Google's $3 Trillion Valuation: Google reaches $3 trillion market cap – a look at their market position and where Google's AI capabilities come into play.

 

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

 

NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode)

https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk 

https://x.com/danielnewmanUV/status/1945509802211254661 

https://x.com/PatrickMoorhead/status/1945089356022096361

https://x.com/PatrickMoorhead/status/1945049406199226857

https://x.com/PatrickMoorhead/status/1945049728141447261

https://x.com/danielnewmanUV/status/1944939965953011869

https://x.com/danielnewmanUV/status/1945084756619571695

https://x.com/danielnewmanUV/status/1945120959314141508

https://x.com/danielnewmanUV/status/1945317350573519001

https://x.com/danielnewmanUV/status/1945439985139691965

https://x.com/danielnewmanUV/status/1945509802211254661

https://x.com/PatrickMoorhead/status/1945504256821457108

https://x.com/PatrickMoorhead/status/1945582561066877304

National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode)

https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815

https://x.com/PatrickMoorhead/status/1945816740987797799

DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode)

https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html

Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D

Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode)

https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/

https://x.ai/news/government

AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579

https://x.com/PatrickMoorhead/status/1945501932270850512

https://x.com/PatrickMoorhead/status/1945502428100505736 

https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025 

AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share 

AWS is Launching an AI Agent Marketplace With Anthropic (The Decode)

https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/ 

Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode)

https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/

Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears)

https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/

CPI and PPI (Bulls and Bears)

https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html

https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true

https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/

 

Trump Firing Powell? (Bulls and Bears)

https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/

https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/

 

TSMC Earnings (Bulls and Bears)

TSMC profit surges 61% to record high fueled by AI chip demand

https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html

https://x.com/FuturumEquities/status/1944741028952707502

https://x.com/danielnewmanUV/status/1944737452150673605

https://x.com/danielnewmanUV/status/1945790790556663909

 

 On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

X and xAI News https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/
https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA
https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content
https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html
https://x.com/lindayaX/status/1942957094811951197

 

Apple/META/OpenAI Talent War & Exits

https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000
https://x.com/danielnewmanUV/status/1942350275437813777
https://www.wired.com/story/openai-new-hires-scaling/
https://x.com/danielnewmanUV/status/1942721860166353287
https://www.investopedia.com/meta-platforms-enticed-apple-ai-executive-with-200m-pay-package-report-says-11769571

 

Samsung Galaxy Unpacked

https://x.com/PatrickMoorhead/status/1942961894832152898
https://x.com/PatrickMoorhead/status/1942953058184437939
https://x.com/PatrickMoorhead/status/1942948447281455188
https://x.com/PatrickMoorhead/status/1942725650152055227
https://x.com/PatrickMoorhead/status/1942963639134375952
https://x.com/PatrickMoorhead/status/1942967272626323730

 

Groq EU Data Center

https://x.com/danielnewmanUV/status/1942400094852222989

 

Capgemini $3.3B WNS Acquisition

https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/
https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ (duplicate, but good for emphasis if you want!)

Tredence Agentic AI Playbook

https://www.prnewswire.com/news-releases/tredence-launches-agentic-ai-playbook-for-cdaos-to-scale-enterprise-modernization-302500398.html

Apple Perplexity Deal

https://thetechnologyexpress.com/apple-eyes-14b-deal-for-perplexity-ai-to-boost-search-and-challenge-google/
https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity
https://finance.yahoo.com/news/dan-ives-says-apple-aapl-102802274.html

Microsoft & Replit “Vibe Coding”

https://techcrunch.com/2025/07/08/in-a-blow-to-google-cloud-replit-partners-with-microsoft/

The Flip – NVIDIA Dominance

https://x.com/danielnewmanUV/status/1942947771738104164
https://x.com/danielnewmanUV/status/1942722398501101954

Bulls & Bears – Futurum Equities AI 15

https://x.com/danielnewmanUV/status/1942378588948623468
https://x.com/danielnewmanUV/status/1942947187278987621
https://futurumequities.com/

Bulls & Bears – NVIDIA Earnings & Trends

https://x.com/YahooFinance/status/1942546161279041868
https://x.com/YahooFinance/status/1942422381894492183
https://x.com/danielnewmanUV/status/1942550986570227807
https://x.com/danielnewmanUV/status/1942642005127127268
https://x.com/danielnewmanUV/status/1942722398501101954
https://x.com/danielnewmanUV/status/1942947771738104164
https://finance.yahoo.com/video/nvidia-stock-why-investors-bullish-220000250.html?guccounter=2

Bulls & Bears – CoreWeave Updates

https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html
https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html
https://x.com/PatrickMoorhead/status/1941122315263283535

 

Bulls & Bears – SOFI Rapid Growth

https://x.com/danielnewmanUV/status/1942367641123061833
https://x.com/SoFi/status/1942569679136120996
https://x.com/danielnewmanUV/status/1942617508743368921

 

Bulls & Bears – LangChain Unicorn Round

https://techcrunch.com/2025/07/08/langchain-is-about-to-become-a-unicorn-sources-say/

 

Bulls & Bears – S&P 500 / Other

https://x.com/TheTranscript_/status/1942219645743718797
https://www.youtube.com/watch?v=XhOwlEyJhOg
https://www.youtube.com/watch?v=j_72m2LfLwM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

 

Amazon’s 1 million robot milestone
https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model

AI job losses and economic impacts
https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/
https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/

Intel Foundry Updates

https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/

Tesla robotaxis: Game-changing or overhyped?
https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91

"Big Beautiful Bill" and economic growth
https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says
https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html

Oracle's $30 billion cloud deal
https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html

Robinhood and SoFi fintech success
https://www.cnbc.com/2025/07/02/robinhood-stock-record.html
https://x.com/danielnewmanUV/status/1940247427946357189
https://x.com/danielnewmanUV/status/1939795552738202064
https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314
https://x.com/danielnewmanUV/status/1939688148155412527

HPE-Juniper acquisition
https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html

 

Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked topics include:

 

1. Intro: Recent events, including HPE Discover and the Six Five Summit 

2. Amazon's Announcement About Workforce Reduction: This aligns with broader industry trends, where AI and automation are reshaping workforce needs across various sectors & spans Amazon's diverse operations, including physical AI and robotics in warehouses, autonomous delivery systems, and white-collar knowledge work. (The Decode)

3. Microsoft and OpenAI’s Partnership: Examining the complex relationship between Microsoft and OpenAI, and the definition and implications of “AGI,” Artificial General Intelligence. (The Decode)
   Intel's Strategic Moves: Analysis of Lip Bu Tan’s recent shifts at Intel, including its automotive division shutdown. Plus, speculation on Intel's future focus and strategy. (The Decode)

4. Fair Use and AI Training: A debate on the use of copyrighted material for AI training. (The Flip)

5. Market Performance and Earnings: A review of Micron's recent earnings and market performance, and a look at the overall market trends and AI-related stocks. (Bulls & Bears)

6. NVIDIA's Market Performance: NVIDIA stock climbs to all-time highs & the factors contributing to their success in the AI market. (Bulls & Bears)

7. AI and Market Competition: Multiple winners in the AI chip market and an analysis of potential market share for companies like AMD, NVIDIA, Broadcom, and Marvell. (Bulls & Bears)

 

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

The girls are fighting! From Microsoft's reorganization signaling the potential end of SaaS, the (un)surprising public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance, Pat and Dan cover it all! The handpicked topics for this week are:

 

1. Breaking News and Market Trends: Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the Trump-Elon Musk public feud. Broadcom's new chip and its impact on AI infrastructure.

 

1. Market Analysis and Earnings Reports: Overview of current market trends, including S&P 500 reaching 6,000. Examination of Tesla stock fluctuations. Analysis of Broadcom and HPE earnings reports.

 

1. AI and Technology Developments: Global Foundries' $16 billion investment in US chip production Broadcom's Tomahawk 6 chip and its significance for AI infrastructure.HPE's AI revenue growth and enterprise market share.

 

1. Navigating Industry Challenges: Discussion on the impact of political relationships on tech companies. Analysis of supply chain issues and their effect on earnings. Speculation on the future of physical devices and AI integration. Discussion on the potential impact of AI on job markets.

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit 

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include:

 

1. NVIDIA Earnings Analysis: Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China. Key highlights for growth in the gaming, automotive, and networking segments.

 

1. Pure Storage Earnings Review: Discussion of Pure Storage's revenue beat and ARR growth slowdown. Insights on the company's pivot towards AI-ready data solutions.

 

1. Synopsys Earnings and China Impact: Analysis of Synopsys' earnings and the potential impact of new China restrictions. The company's suspension of guidance due to uncertainty in the Chinese market.

 

1. HP and Dell Earnings Comparison: Contrasting HP's challenges in the consumer PC market with Dell's strong AI-driven growth.  Plus a discussion on Dell's significant $12 billion AI-related orders and backlog.

 

1. Coherent Investor Day Highlights: Overview of Coherent's investor day presentation and financial projections. - Discussion of the company's strategy in optical connectivity for AI and data centers.

 

1. US Manufacturing of iPhones Debate: Patrick argues for the potential of US-manufactured iPhones while Daniel counters with challenges in supply chain, workforce, and cost considerations in this segment of “The Flip.”

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit 

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

In this episode, Daniel Newman and Patrick Moorhead sit down with Jeetu Patel, President and Chief Product Officer at Cisco, to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are:

 

1. AI and Industry Transformation: Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure.

 

1. Microsoft Build Highlights: Comprehensive end-to-end development cycle offerings from Microsoft with a focus on Agentic Web and AI augmentation. Advancements in AI-assisted code development and security measures.

 

1. Google I/O Announcements: Launch of AI mode in search and upgrades to various AI tools. Introduction of real-time translation in meetings. Discussion on Google's competitiveness in the AI space.

 

1. Market and Economic Updates: Analysis of bond yields and auctions. Impact of potential new tariffs on EU trade. Discussion on Apple's manufacturing strategy and potential shift to US production.

 

1. Earnings Highlights: Strong results from Palo Alto Networks and Snowflake. Lenovo's impressive growth, particularly evident in infrastructure solutions. Expectations for NVIDIA’s upcoming earnings report. Indications of strong AI demand and stable CapEx spending.

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend.

 

The Six Five Summit

Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action.

👉 Register now: https://www.sixfivemedia.com/summit

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are:

 

1. Middle East Tech Investments and Partnerships: Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE.

 

1. Qualcomm's Data Center Ambitions: Qualcomm's unexpected announcement of data center solutions. Analysis of Qualcomm's intellectual property and potential in the data center market. Comparison with competitors like AMD, Intel, and NVIDIA.

 

1. Market Reactions to Middle East Deals: Stock rallies for tech companies involved in Middle Eastern partnerships. Notable gains for Supermicro, NVIDIA, AMD, and Palantir. Pat & Dan’s analysis of market valuations and investor sentiment.

 

1. Cisco's AI Strategy and Financial Performance: Cisco's success in monetizing AI-related products and services. Double-digit revenue growth and exceeded AI revenue targets. Leadership changes and positioning for the "Age of AI.”

 

1. AI's Impact on Information Workers: Debate on AI replacing most information workers. Arguments for AI's potential to automate various job functions and counterpoints highlighting the limitations and current challenges of AI implementation.

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend.

The Six Five Summit

Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action.

👉 Register now: https://www.sixfivemedia.com/summit

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

This week on The Six Five Podcast, Patrick Moorhead and Daniel Newman are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are:

 

1. Market and Economic Updates: Discussion of the first trade deal between the UK and US. Analysis of tariff reductions and remaining trade barriers, and the implications for tech companies and services taxes.

 

1. Tech Company Earnings and Performance: @AMD's strong quarterly results, particularly in the datacenter and gaming sectors. @ARM's record-breaking quarter with $1 billion in revenue and Coherent, Lattice, and Astera Labs' recent performances and future prospects.

 

1. AI and Enterprise Technology Trends: @ServiceNow's Knowledge conference highlights and strategic direction. @IBMTechnology’s IBM Think event insights and the company's positioning in the AI market.

 

1. Regulatory and Policy Development: Reversal of AI diffusion laws and potential implications. Debate on the effectiveness of technology export controls.

 

1. Tech Stock Market Performance: Quick overview of tech stock performance and market reactions to earnings reports.

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome’s search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are:

 

1. Google's Legal Challenges and Antitrust Issues: Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on consumer choice and competition.

 

1. Apple's Legal Setback and Potential Criminal Charges: Analysis of the judgment against Apple's in the Epic lawsuit regarding app payment services. Insight into the judge's strong stance against Apple's non-compliance and the possible pursuit of criminal charges against its executives.

 

1. Major Announcements from Nvidia and IBM: Overview of NVIDIA and IBM's significant investment announcements at the White House and a discussion on what these investments could mean for U.S. tech infrastructure and global competitiveness.

 

1. Taiwan's Ruling on TSMC's Chip Production: Exploration of Taiwan's decision to keep TSMC's leading-edge chip production local and the potential geopolitical and economic impact of this ruling for global semiconductor supply chains.

 

1. Intel's Foundry Day and 18A Variants: Insights into Intel's Foundry Day announcements, including updates on 18A variants, plus a look into Intel's strategy to attract major fabless customers and how this could affect the semiconductor industry.

 

1. Six Five Summit Announcement: Announcement of the upcoming Six Five Summit, "AI Unleashed 2025" from June 16-19. The opening keynote will be delivered by Michael Dell, along with a lineup of other prominent speakers. Visit www.SixFiveMedia.com/summit for more information on the virtual event!

For a more on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

 

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

 

1. Apple Event and AI Strategy: Analysis of Apple's recent product launch event and a debate on Apple's apparent pivot away from a focus on AI. Comparison of Apple's strategy to competitors in the AI space.

 

1. Tech Earnings and Market Reactions: Breakdown of Oracle's earnings and stock surge. Analysis of Adobe's performance and AI revenue. Examination of Synopsys's challenges and future outlook.

 

1. AI Industry Developments: OpenAI and Microsoft's evolving partnership structure. ASML's investment in Mistral AI and the European tech landscape. Discussion on Apple's strategy to maintain user trust while lagging in AI. Debate on the long-term implications of Apple's current approach.

 

1. Chip Industry Dynamics: Analysis of Broadcom's potential chip development for OpenAI. Examination of Intel's organizational changes and market challenges.

 

1. Future of AI and Device Integration: Speculation on the evolution of AI assistants and device ecosystems. Discussion on the potential impact of AI on job markets and company strategies. A comparison of tech company valuations and growth potential and an analysis of market reactions to earnings reports and future projections.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are:

1. Tariff and Trade Policy Whipsaw: Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions.
   
   

2. Intel's Strategic Moves: The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets.
   
   

3. HPE and Activist Investor Involvement: Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations.
   
   

4. China and Advanced Chip Sales Debate: Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies.
   
   

5. Market Volatility and Banking Sector Performance: The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&A activity, within the context of the current economic climate.
   
   

6. Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption.

For more background on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including:

 

1. Google Cloud Next & Enterprise AI: A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI adoption.

 

1. Apple's Challenges with Tariffs: Analysis of Apple's vulnerability to US-China trade tensions and manufacturing relocation difficulties.

 

1. A Market in Turmoil: The conversation delves into the recent market downturn, exploring the complex interplay of trade wars, economic uncertainty, and investor sentiment.

 

1. The Tariff Tango: Is Trump's tariff strategy a 4D chess masterclass or a dangerous game of roulette? The hosts debate the potential consequences for the US economy and its global trading relationships.

 

1. Big Tech's Balancing Act: Amidst the chaos, the long-term outlook for tech giants like the MAG7 is examined, considering their resilience, growth potential, and ability to capitalize on AI-driven efficiencies.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are:

 

1. Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants.

 

1. Qualcomm's IoT Expansion: An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI.

 

1. Intel Vision Event Recap: A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future.

 

1. TSMC and Intel Partnership Rumors: A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications.

 

1. Bulls and Bears: Market Volatility:An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility.

 

1. AI's Power Consumption Problem and Solutions: An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are:

 

1. AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry.

2. The OpenAI Valuation Debate: Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor enthusiasm and potential risks.

3. Pat Gelsinger's Next Chapter: We sit down with Pat Gelsinger to discuss his new roles as Executive Chairman of Gloo and General Partner at Playground Global, delving into his passion for deep tech innovation and the future of faith-based technology.

4. Semiconductor Sovereignty: Pat Gelsinger shares his views on the critical importance of US semiconductor manufacturing and the ongoing efforts to strengthen domestic supply chains.

5. Powering the AI Revolution: The increasing power demands of AI, and the crucial need for more efficient computing architectures to sustain future growth.

For a deeper dive into each topic, please click on the links above. Be sure to Six Five Media so you never miss an episode of The Six Five Pod.

 

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 handpicked topics for this week include:

 

1. NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver?

2. AI Chip Showdown: NVIDIA's dominance isn't going unchallenged. Hyperscalers are building their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive.

3. Google's Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&A, or is it a regulatory minefield?

4. MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction?

5. SoftBank's AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech?

Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

 

ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/ 

Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html 

TSMC's rumored joint venture in the U.S. 

https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/

Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html 

Adobe's record revenue but cautious guidance 

https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html

AI trade and recession risks

https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715

 

Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

 

MWC Wrap-Up

https://x.com/PatrickMoorhead/status/1897644077958725984

https://x.com/PatrickMoorhead/status/1896980302494621856

https://x.com/PatrickMoorhead/status/1897271496063537479

https://x.com/PatrickMoorhead/status/1897260017260118242

https://x.com/PatrickMoorhead/status/1897275407956631987

https://x.com/PatrickMoorhead/status/1897315734075928768

https://x.com/PatrickMoorhead/status/1897324890929422364

https://x.com/PatrickMoorhead/status/1897327150585528503

https://x.com/danielnewmanUV/status/1897768085433495572

 

Salesforce Agentforce 2dx

https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/

https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/

https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html

https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/

 

Broadcom Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897318547245662290

https://x.com/danielnewmanUV/status/1897759473483288852

https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial

https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html

https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/

https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html

 

Marvell Q4FY25 Earnings

https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results

https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd

https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/

https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html

 

HPE Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897764313768825021

https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html

https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html

https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html

https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/

 

Tariffs Impact on Tech

https://x.com/PatrickMoorhead/status/1897209988910551359

https://x.com/danielnewmanUV/status/1896605525221245318

https://x.com/danielnewmanUV/status/1896662541390241929

https://x.com/danielnewmanUV/status/1896903202827579696

https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828

https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates

https://x.com/danielnewmanUV/status/1897768085433495572

 

TSMC and Intel

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

 

TSMC & Broadcom Eye Control Of Intel?

https://x.com/PatrickMoorhead/status/1890534596305199444

https://x.com/PatrickMoorhead/status/1890754946821222816

https://x.com/PatrickMoorhead/status/1890577982206460078

https://x.com/PatrickMoorhead/status/1890754949845274750

https://x.com/danielnewmanUV/status/1891189011835727903

https://x.com/danielnewmanUV/status/1891902924634140900

https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9

https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx

https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b

 

Lenovo Q3FY25 Earnings

https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis.

https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/

https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html

 

What HP Acquiring Humane Means for AI

https://x.com/danielnewmanUV/status/1891981440625369418

https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/

https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html

 

Groking Grok-3

https://x.com/danielnewmanUV/status/1891845938404012528

https://x.com/danielnewmanUV/status/1891988379631239487

https://x.com/PatrickMoorhead/status/1891829617800982706

https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/

https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670

 

Apple iPhone 16e And Its New Modem

https://x.com/danielnewmanUV/status/1892294426027823194

https://x.com/PatrickMoorhead/status/1892291469139996926

https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2

https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html

 

Microsoft Majorana 1 Quantum

https://x.com/danielnewmanUV/status/1892341026955596241

https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/

https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html

https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

 

Cisco Gets AI Lift, All-In On DPUs

https://x.com/danielnewmanUV/status/1889786849536926064

https://x.com/PatrickMoorhead/status/1890121941169893739

https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx

https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches

https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/

 

DOGE & Tech Impact

https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/

https://x.com/PatrickMoorhead/status/1890028722193076526

https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump

https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html

https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/

https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450

 

Lattice Semi Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1889057474327777571

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024

https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html

 

Elon Makes A Play For OpenAI

https://x.com/danielnewmanUV/status/1888954766950281579

https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html

https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/

https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/

https://www.bbc.com/news/articles/cpdx75zgg88o

 

CAPEX Spending Still On A Tear (Told Ya')

https://x.com/danielnewmanUV/status/1888254807216881959

https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html

 

Intel Rising, But Why?

https://x.com/PatrickMoorhead/status/1890054026332418390

https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html

https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html

https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/

https://x.com/danielnewmanUV/status/1890141617539150324

 

JD Vance Lays Out US AI Case In Paris; Will EU Ever Change?

https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump

https://x.com/PatrickMoorhead/status/1889304155350618414

https://x.com/PatrickMoorhead/status/1889290891916927315

https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html

https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations

https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

 

Qualcomm Q1FY25 Earnings

https://x.com/PatrickMoorhead/status/1887253686423863659

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1887256254361575534

https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results

https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected

 

Arm Q3FY25 Earnings

https://x.com/PatrickMoorhead/status/1887253686423863659

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1887254976025727414

https://newsroom.arm.com/news/arm-q3-fye25-results

https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973

 

AMD Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1886895779757088888

https://x.com/PatrickMoorhead/status/1886912623423230369

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1886892031294796102

https://x.com/danielnewmanUV/status/1886884498421268609

https://x.com/danielnewmanUV/status/1887116522285359533

https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial

https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html

 

Amazon Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1887609783471226935

https://x.com/danielnewmanUV/status/1887608976373915721

https://x.com/danielnewmanUV/status/1887615023725306222

 

Alphabet Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1886889370315317435

https://x.com/PatrickMoorhead/status/1887113807580828016

https://x.com/danielnewmanUV/status/1886839409112191189

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1886884498421268609

 

IBM Investor Day

https://x.com/danielnewmanUV/status/1886840970630873567

https://x.com/danielnewmanUV/status/1886841336592003541

https://x.com/danielnewmanUV/status/1886841702801187143

https://x.com/danielnewmanUV/status/1886842675468378178

https://x.com/danielnewmanUV/status/1886843221264707710

https://x.com/danielnewmanUV/status/1886844259132751968

https://x.com/danielnewmanUV/status/1886845332903866666

https://x.com/danielnewmanUV/status/1886846140424790053

https://x.com/danielnewmanUV/status/1886847808512167976

https://x.com/danielnewmanUV/status/1886850412361490904

https://x.com/danielnewmanUV/status/1886852003021668458

https://x.com/danielnewmanUV/status/1886840111746187533

https://x.com/danielnewmanUV/status/1886840111746187533

 

Coherent Q2FY25 Earnings

https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results

https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html

https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

 

1. AI and Antitrust Developments: Analysis of the recent antitrust ruling regarding Google's search monopoly. Discussion on the impact of Generative AI on the competitive landscape. Examination of data sharing requirements and their implications.

 

1. Economic Data and Market Trends: Discussion on recent unemployment data released in the latest jobs report. Pat & Dan share skepticism about the accuracy of economic indicators. Analysis of interest rates and their impact on the housing market.

 

1. Tech Industry Dinner at Trump's: Mention of tech executives attending dinner with DJT. Brief discussion on the administration's commitment to AI leadership.

 

1. Broadcom's Earnings and the AI Chip Market: A breakdown of Broadcom's strong financial performance. Exploration of Broadcom's position in the custom AI chip market. Predictions for Broadcom's future growth and market potential.

 

1. Nvidia's Customer Concentration: A debate on the risks of Nvidia's revenue depending on a concentration of a few key customers. Analysis of the sustainability of Nvidia's growth in the AI chip market. Discussion on potential threats from custom chip development by major tech companies.

 

1. Salesforce Earnings and AI Strategy: An overview of Salesforce's recent earnings report. Examination of Salesforce's AI initiatives and market reaction. Concerns about the future of SaaS in light of AI advancements.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

Want to know more about Coherent’s quarterly results? Get the details directly from Coherent CEO, Jim Anderson, Hosts Patrick Moorhead and Daniel Newman share a conversation on the evolving dynamics at Coherent and their vision for the future in tech.

Tune in as they cover 👇

• Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies

• The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success

• Building a winning culture: Jim emphasizes the critical role of cultural attributes in driving innovation and maintaining a competitive edge

On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek.

Their discussion covers:

• The factors contributing to IBM's current upswing and what it indicates about their strategic direction.

• Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery.

• An in-depth look into the DeepSeek technology, its implications, and why it's a topic of continuous interest.

 

On this episode of the Six Five Webcast: Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents.

Their discussion covers:

• The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success.

•  The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic.

• Details about Project Stargate, a massive $500 billion endeavor by leading tech firms aimed at pioneering advanced AI models to ensure US competitiveness on the global stage.

• The emergence of China's DeepSeek AI as a significant rival to the dominance of US-based AI initiatives.

 

Mainframes are not only here to stay—they’re leading the way!   

This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪

But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨‍💻👩‍💻

Diana Blass is joined by subject matter experts from various companies including Broadcom, Interskill, The Linux Foundation, and The Futurum Group, for a conversation on how organizations are investing heavily in training and development programs to bridge the skills gap.

Watch this episode of Six Five Connected for more on:

• Why mainframe skills are in high demand

• Open-source initiatives and hybrid cloud integrations keeping the technology at the forefront of innovation

• The evolution of mainframe technology and its importance in today's digital world

• Strategies shared by The Futurum Group to foresee industry trends and prepare the mainframe ecosystem for future challenges

 

The rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact?

Six Five Media host Daniel Newman met with two industry leaders: Monica Batchelder, Chief Sustainability Officer, and Kirk Bresniker, Chief Architect of Hewlett Packard Labs and a Hewlett Packard Enterprise Fellow, both from Hewlett Packard Enterprise to discuss this critical topic.

Tune in as they discuss ⤵️

• The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis

• Holistic strategies for reducing the carbon footprint of AI deployments, including innovative data center designs and optimized operations

• The vital role of future-proof initiatives that promote collaboration among governments, businesses, and society in pursuing sustainability.

• Cutting-edge cooling technologies that are dramatically boosting energy efficiency in data centers.

• The sustainability implications of edge computing, including both the challenges and opportunities related to energy usage.

 

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

 

DeepSeek Panic or Joy?

https://x.com/PatrickMoorhead/status/1882937702951379398

https://x.com/PatrickMoorhead/status/1883122284648624190

https://x.com/PatrickMoorhead/status/1883865746176156096

https://x.com/PatrickMoorhead/status/1883926761987260892

https://x.com/PatrickMoorhead/status/1883976154987872352

https://x.com/PatrickMoorhead/status/1883956139164831985

https://x.com/PatrickMoorhead/status/1883981761794941113

https://x.com/PatrickMoorhead/status/1883998475689562507

https://x.com/PatrickMoorhead/status/1884003102514426350

https://x.com/PatrickMoorhead/status/1884022614160728093

https://x.com/PatrickMoorhead/status/1884204733839106273

https://x.com/PatrickMoorhead/status/1884310526106427898

https://x.com/PatrickMoorhead/status/1884670408038752733

https://x.com/PatrickMoorhead/status/1884973348188217692

https://x.com/danielnewmanUV/status/1884627766135398784

https://x.com/danielnewmanUV/status/1884372146304213401

https://x.com/danielnewmanUV/status/1884264060213923916

https://x.com/danielnewmanUV/status/1883954747482243205

https://x.com/danielnewmanUV/status/1883994547715481823

https://x.com/danielnewmanUV/status/1883890084128211004

https://x.com/danielnewmanUV/status/1883930419529236623

https://x.com/danielnewmanUV/status/1883910247720665453

https://x.com/danielnewmanUV/status/1883731469056811102

https://x.com/danielnewmanUV/status/1883553089682067477

 

Azure Disappoints While AI Soars

https://x.com/PatrickMoorhead/status/1884720577631707324

https://x.com/danielnewmanUV/status/1884732896193253850

https://x.com/danielnewmanUV/status/1884710180966867177

https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast

https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html

https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure

 

IBM Up 12 Percent 😳

https://x.com/PatrickMoorhead/status/1884713446161473854

https://x.com/danielnewmanUV/status/1884718264363688395

https://finance.yahoo.com/news/why-ibm-stock-14-today-172603965.html

https://www.barrons.com/articles/ibm-earnings-stock-price-2a003e02

 

Intel Resets Datacenter Roadmap

https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial

https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html

https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html

https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html

https://www.investing.com/news/stock-market-news/intel-reports-q4-earnings-beat-but-offers-weak-guidance-3841003

https://x.com/PatrickMoorhead/status/1885093188278362314

https://www.linkedin.com/posts/cnbc-overtime_shares-of-intel-moved-higher-after-beating-activity-7290845243422187520-hr7s?utm_source=share&utm_medium=member_desktop

https://x.com/danielnewmanUV/status/1885090618176680019

 

ServiceNow Agents-Agents-Agents

https://x.com/PatrickMoorhead/status/1884719256421441605

https://x.com/danielnewmanUV/status/1884716549862240402

https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2024-financial-results.html

https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-q42024/

https://www.cio.com/article/3813359/servicenow-adds-ai-agent-orchestrator-studio-to-its-now-platform.html

https://www.ciodive.com/news/ServiceNow-AI-agent-portfolio-enterprise-automation/738685/

 

SAP Rinse & Repeat

https://news.sap.com/2025/01/sap-announces-q4-and-fy-2024-results/

https://finance.yahoo.com/news/saps-q4-earnings-revenues-y-124800410.html

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five Webcast: The 5G Factor, host Ron Westfall, along with analyst Olivier Blanchard, dive into the latest developments in the mobile and AI landscapes. They discuss DeepSeek R1, Galaxy Unpacked, and the prospects of operators like AT&T and Verizon using their real estate and AI infrastructure to monetize AI services are examined.

Their discussion covers:

• The introduction of DeepSeek's R1 model, its impact on AI ecosystems, and the geopolitical considerations involving NVIDIA.

• Samsung's unveiling of new Galaxy devices aimed at enhancing AI mobile experiences.

• The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets. 

The World Economic Forum is always a hotbed of ideas, and this year, the focus was squarely on AI 🎯

Daniel Newman and Patrick Moorhead caught up with Cisco’s EVP & Chief Product Officer Jeetu Patel to get his thoughts on the event and his take on AI and the keys to unlocking economic growth.

Tune in as they cover: 

• Cisco's approach to innovation and product development

• The importance of hybrid and sovereign AI clouds & areas where Cisco can add unique value, like AI security

• Cisco’s role working with hyperscalers and providing solutions for both training and inferencing

• The future of work and collaboration technologies over the next 3-5 years is Agentic AI

• Strategies for leading in a hybrid work environment

• Jeetu Patel's vision for the technological future of Cisco

 

Could CEO's role in AI success be counterintuitive? Hear from Lenovo's Global Solutions Group President, Ken Wong, as he chatted with Daniel Newman and Patrick Moorhead last week at the WEF in Davos, Switzerland. They discuss that strong leadership is essential in AI implementation but hands-on involvement may hinder progress.

Catch this segment of The View From Davos as they cover👇

• Lenovo's role in addressing global challenges and its journey in AI adoption 

• The transition from experimenting with Gen AI to implementing and scaling these solutions for Lenovo's customers

• How Lenovo is using its own AI solutions to streamline processes, like contract negotiations, and sharing those learnings with customers

• The challenges and imperatives that CEOs and CIOs are currently facing 

• Ken’s takeaways & highlights from Davos

 

Davos 2025 was packed with ideas, inspiration, and crucial updates in tech.! The Swiss town was teaming with leaders from across tech, government, and finance converging to discuss the future.

Catch Patrick Moorhead and Daniel Newman fresh off a week of incredible meetings and conversations as they share their thoughts on the key trends, innovations, and strategic outcomes from the event including 👇

• AI is THE dominant theme: From CEOs to policymakers, everyone is focused on how AI will reshape our world.

• Sustainability takes center stage: Companies and governments are showing a genuine commitment to decarbonization and energy efficiency, with insightful discussions on the role of technology in achieving these goals.

• Optimism abounds: Despite global challenges, there's a sense of hope and excitement about the future, driven by innovation, deregulation, and a focus on growth.

 

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:  

VMware Explore 2025 - Fly By (The Decode)

https://x.com/danielnewmanUV/status/1960376180127011283

https://x.com/danielnewmanUV/status/1960383797842600155

https://x.com/danielnewmanUV/status/1960383687196860601

https://x.com/danielnewmanUV/status/1960408530198126731

Meta + Google $10B Cloud Deal (The Decode)

 

https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI 

Musk sues Apple & OpenAI for antitrust behavior (The Decode)

https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video 

Meta Superintelligence Lab Exodus (The Decode)

https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/ 

Apple AI + Robotics Strategy (The Decode)

https://x.com/danielnewmanUV/status/1959793966054072516

https://x.com/danielnewmanUV/status/1960413825209131366

https://x.com/danielnewmanUV/status/1960413625216328059

https://x.com/danielnewmanUV/status/1960437517414764812

https://x.com/danielnewmanUV/status/1960496235355455849

Trump Tariff/Investment Updates (The Decode)

U.S. Gov’t $9.9B Intel Investment (The Decode)

https://x.com/PatrickMoorhead/status/1959975116273807796

https://x.com/danielnewmanUV/status/1960001853300605381

India hit with 50% Tariffs

https://x.com/PatrickMoorhead/status/1960678399086878841

https://x.com/PatrickMoorhead/status/1960678395962122407

Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger?  (The Flip)

https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/ 

Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears)

https://www.schwab.com/learn/story/weekly-traders-outlook 

Trump Removes Fed Governor Lisa Cook (Bulls and Bears)

https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html

NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears)

https://x.com/YahooFinance/status/1961160887265312923 

https://x.com/danielnewmanUV/status/1960012616358629739

https://x.com/danielnewmanUV/status/1960478545291174235

https://x.com/danielnewmanUV/status/1960689856020939166

https://x.com/danielnewmanUV/status/1960699136790949991

https://x.com/PatrickMoorhead/status/1960808541721387388

https://x.com/PatrickMoorhead/status/1960814476967703014

https://x.com/danielnewmanUV/status/1960796280851993042

https://x.com/danielnewmanUV/status/1960806211525263448

https://x.com/danielnewmanUV/status/1960813452529680455

https://x.com/danielnewmanUV/status/1960802234679103882

https://x.com/danielnewmanUV/status/1960803494715384304

https://x.com/danielnewmanUV/status/1960804557912727996

https://x.com/danielnewmanUV/status/1960792380631568880

Dell Earnings (Bulls and Bears)

https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5

https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d 

Pure Storage Earnings (Bulls and Bears)

https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html

https://x.com/danielnewmanUV/status/1961086131119731156

MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears)

https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html 

Marvell Earnings (Bulls and Bears)

https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/

https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/

HP Earnings (Bulls and Bears)

https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html

https://x.com/PatrickMoorhead/status/1959932080160231572 

NTT is a top 15 global tech company with nearly $100B in revenue and 340K employees worldwide. What many people don’t realize is they’re much more than a telecom provider – they’re also a major player in enterprise IT services, data centers, and even renewable energy. Six Five Media is with Will Townsend, Vice President & Principal Analyst at Moor Insights & Strategy, as he sits down with with Vito Mabrucco, Global Chief Marketing Officer at NTT to digest the 2024 NTT R&D Forum held in Tokyo, Japan—a premier event that brings together top tier people, technologies, and research, fostering a sustainable society through innovation. 

Tune in to hear about 👇

• Highlights from the NTT R&D Forum, emphasizing its role in uniting technology and research for sustainability

• Insights into IOWN INTEGRAL, an all-photonic network architecture

• An exploration of how the IOWN initiative is being implemented and its expected impact on networking and AI, illustrating NTT's commitment to innovation and sustainability

• How their tech can handle data-intensive applications like AI, especially where power consumption and efficiency are major concerns

• The strategic vision behind the R&D Forum and the IOWN initiative, highlighting NTT's pursuit of building a sustainable future through technological advancement

•  Other R&D projects in the works, including: optical cryptographic circuits and non-invasive health monitoring technologies

 

What’s the REAL cost of cyberattacks? 

🚨Over 54% of enterprises have been attacked in the last 12-18 months, with breach costs averaging $5 MILLION.

Futurum Group CEO, Daniel Newman, is joined by NetApp's GM of Data Services, Gagan Gulati, on this episode of the Six Five On The Road for a conversation on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY and the evolving cybersecurity threats necessitating new resilience strategies.

Key topics include:

• The startling statistics from The NetApp – Futurum Group Cyber Resilience Study, including over 54% of enterprises experiencing cyber-attacks within the last 12-18 months and the significant impact on businesses.

• The crucial role of data classification in cyber resilience, with insights on how it affects the recovery capabilities of organizations.

• Strategies for addressing cyber-threats in hybrid multi-cloud environments, including the adoption of automated data discovery and unified security practices.

• The potential of AI-driven threat detection and the importance of full-stack recovery to enhance cyber resilience.

• Gagan Gulati's insights into NetApp’s perspective on dealing with tool sprawl, evolving threat landscapes, and strategizing for future cybersecurity challenges.

 

On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest industry moves, the federal government's stance on cybersecurity, Lenovo and NetApps initiatives, and more.

Their discussion covers:

• Lenovo and NetApp's strategic initiatives and what these mean for the tech industry

• The federal government's latest directives on cybersecurity and how they impact businesses

• Dion Hinchcliffe's predictions for the tech industry, focusing on emerging trends and challenges

• The importance of collaboration between tech giants in shaping the future of technology

• How these developments affect enterprise technology decisions and the broader market landscape

 

On this episode of the Six Five Webcast: The 5G Factor, hosts Ron Westfall and Tom Hollingsworth delve into the significant 5G ecosystem developments that have marked the onset of 2025. They highlight Cisco's recent update on its strategic relationship with Boost Mobile, demonstrating how Cisco's Test Automation Framework and SDN controller, the Cisco Crosswork Network Controller, were crucial in testing new services and activating cell sites. This ensured Boost Mobile met its 5G deployment targets, while also evaluating the future prospects for Boost's parent company, Echostar/DISH Wireless, through 2025 and beyond.

Their discussion covers:

• The impact of Cisco's Test Automation Framework and Cisco Crosswork Network Controller in facilitating Boost Mobile's 5G service deployment and site activation.

• An analysis of Echostar/DISH Wireless's future in the 5G space following the latest developments with Boost Mobile.

• Nokia's collaboration with the National Institute of Standards and Technology’s National Cybersecurity Center of Excellence to enhance 5G security, highlighting Nokia's commitment to address security and privacy challenges in mobile networks.

• The U.S. Department of Defense’s selection of Federated Wireless, subcontracting JMA Wireless for RAN infrastructure and HPE for core network software, to deploy its first commercial private 5G  network. This move spotlights the growing business case for P5G across military installations.

 

There’s no question – AI is top of mind for businesses and governments alike and the focus is shifting from infrastructure to implementation & value derivation. Patrick Moorhead and Daniel Newman were joined by Hewlett Packard Enterprise's President & CEO, Antonio Neri, last week in Davos. In their conversation, Neri emphasizes HPE's commitment to making technology equitable and sustainable, their strategic positioning in AI, and the role of hybrid cloud in AI applications.

Tune in as they cover 👇

• Sovereign AI initiatives by various governments

• HPE’s edge-to-cloud platform, GreenLake and partnerships with companies like NVIDIA and Juniper to deploy and scale AI solutions with ease

• Fostering a culture of experimentation and learning to unlock the full potential of AI

• Antonio Neri's perspective on global tech trends and their impact on the enterprise sector

• The role of sustainability and ethical considerations in HPE's corporate strategy

• Key insights into HPE's collaboration and partnership strategies for the future

 

With an upcoming raise close to $1B LogicMonitor must be doing a few things right, right? Get the download straight from LogicMonitor's Chief Executive Officer Christina Crawford Kosmowski and hosts Patrick Moorhead and Daniel Newman at the WEF in Davos.They discuss the future landscape of technology and how LogicMonitor is prioritizing innovation while making sure systems work as they should.

Get their take on:

• AI as the dominant theme at this year’s WEF

• LogicMonitor’s recent $800M funding round and an exciting new partnership with OpenAI

• How LogicMonitor is helping organizations monitor and manage the performance and cost of LLMs

• Discussing the crucial role of observability and infrastructure monitoring in the age of AI and hybrid cloud

• Christina's vision for LogicMonitor in the coming years

 

Daniel Newman had a fascinating "walk and talk" at Davos with Ericsson's Head of Enterprise Wireless Solutions, Åsa Tamsons. ❄️ AI & tech innovation demands that we push connectivity to the edge. Get their take on cutting-edge developments in enterprise wireless solutions and the future of connectivity. Tune in as they discuss 👇

• The evolving landscape of enterprise wireless solutions

• The importance of investing in network infrastructure for global competitiveness

• Responsible resource management, even as networks scale to accommodate growing data demands

• The potential of edge computing to power real-time applications like video analytics and AI-driven solutions

• Ericsson’s collaborations with partners to unlock the full potential of edge connectivity

 

You could be carrying an AI agent in your pocket. 📲 

Olivier Blanchard, Research Director & Practice Lead, AI, Futurum, and Anshel Sag, Principal Analyst, Moor Insights & Strategy, are at the Samsung Galaxy Unpacked event where they’re joined by Samsung Electronics America's Brad Haczynski, SVP and General Manager for B2B Mobile eXperience. They share a conversation on Samsung's reveal of the, Galaxy S25 series, packed with powerful AI capabilities for this episode of Six Five On The Road.

Tune in for details on:

• Brad Haczynski's insights into the Galaxy S25

• Samsung’s AI strategy to empower businesses & professional with productivity and efficiency

• How Samsung's newly created AI agent will influence businesses 

• Approaches adopted by Samsung to ensure privacy and create a secure environment for businesses utilizing mobile technology, with a special focus on AI implementations

 

Cisco CEO Chuck Robbins gives us his state of the market from Davos. Learn what he is saying below ⬇️

Patrick Moorhead, Daniel Newman, and Chuck spoke about, wait, you guessed it…. #AI, but Chuck connected the dots on its transformative nature from infrastructure to security. Plus, we got the scoop on the future of Agentic AI and Cisco’s ongoing transformation.

Specifically learn: 

• How AI is driving Cisco's evolution: From infrastructure to security, Cisco is integrating AI across its portfolio

• The next frontier of Agentic AI: Imagine a network administrator that's an AI agent

• Cisco's transformation continues: The company’s pivot to recurring revenue and software, with AI driving further growth

• The role of technology in addressing global challenges

• Key takeaways from the Davos meeting for businesses and governments

 

2024 was a great year for AI awareness building. Infosys EVP Anand Swaminathan, Infosys EVP, believes 2025 will be a pivotal year for organizations to unlock the true potential of AI to drive meaningful impact. Host Patrick Moorhead gets his thoughts on this and more on The View From Davos. Tune in as they discuss ⤵️

• AI driving product reimagination and process simplification across industries
• Infosys’s approach to innovation and how it’s shaping the future of business
• Small Language Models (SLMs) are gaining traction for business-specific purposes
• Creating a culture of innovation and embracing AI within large organizations
• Utilizing AI to drive tangible revenue growth

Learn more at Infosys.

Watch the video, and be sure to subscribe to our YouTube channel, so you never miss an episode.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

 

1. Intel and Government Investment: Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications.

 

1. Chip Advancements: Discussion on China's progress in computer and chip manufacturing. Analysis of China's indigenous chip acceleration efforts.

 

1. Market Dynamics and Economic Outlook: Examination of current market conditions and Fed Chair Powell's comments. Insights on potential interest rate cuts and their economic impact.

 

1. Tech Earnings and Company Performance: Analysis of recent earnings from Palo Alto Networks, Zoom, and Workday. Discussion on challenges and opportunities in the SaaS market.

 

1. Nvidia's Upcoming Earnings Report: Predictions and expectations for Nvidia's financial performance. Long-term outlook on Nvidia's market position and growth potential.

 

1. AI and Cybersecurity Trends: Exploration of AI's role in enhancing cybersecurity measures. Discussion on Palo Alto Networks' position in securing AI infrastructure.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

 

AI is accelerating everything…including energy demand and climate change?
Patrick Moorhead and Daniel Newman are at WEF25 where they’re joined by AccuWeather's Dr. Joel N. Myers, Founder and Executive Chairman for this installment of The View From Davos. Dr. Myers shares insights on the critical role of weather forecasting in global decision-making and climate change adaptation strategies.

Tune in for these key takeaways:

• How much we can expect the rise of AI to increase energy demand in the next 10+ years

• Fusion energy? Why it could be the ultimate solution but its widespread availability remains uncertain

• The future of weather prediction and its implications for the global community.

• The evolution of weather forecasting technology and its impact on global business and safety.

• Fostering a culture of innovation for successful AI implementation

 

🔥 Did you know? Groq is rivaling giants like Google Gemini and Amazon Bedrock in LangChain's API usage!

Daniel Newman & Patrick Moorhead catch Groq CEO Jonathan Ross to get his take on AI's exponential growth and why Groq is poised to dominate the inference market.

🎧 Tune into this segment of The View From Davos for more on:

• AI’s Exponential Growth: AI is evolving at an incredible pace, driven by the doubling of chips and transistors. Groq is uniquely positioned to capitalize on this with their data center-level approach

• Energy Efficiency: Groq's architecture uses 1/3 the energy of traditional GPUs, a major advantage in a world increasingly focused on sustainability

• Massive Capacity: Groq is ramping up production to 2 million chips this year, rivaling NVIDIA's output

• Global Inference Network: With deployments in Saudi Arabia and beyond, Groq is building a truly global inference network

• Jonathan also hinted at a potential 4nm chip in the works... 👀

Learn more at Groq.

 

What's Qualcomm's CEO Cristiano Amon saying from Davos?

He has great optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Find out why below ⬇

Hosts Daniel Newman and Patrick Moorhead are back with another interview on The View From Davos. They met up with Qualcomm's Cristiano Amon, President and Chief Executive Officer, to discuss the latest tech advancements and market trends observed at this year’s WEF. Cristiano shares his valuable insights from the forum including his optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress.

Check out the full interview for more on:

1. AI in real-world applications and tangible value creation with are top of mind for business and government leaders

2. Edge computing is key to unlocking AI's potential: Latency, privacy, and cost are driving a shift towards distributed computing power

3. The lines between cloud and edge are blurring

4. Qualcomm’s role in powering AI innovation across industries, from mobile to automotive to industrial IoT

5. A new era of IoT is dawning: Advances in AI, edge computing, and connectivity are creating opportunities for a resurgence of the Internet of Things.

 

How important is open source to the future of AI and are we at human-level intelligence yet?

Patrick Moorhead and Daniel Newman are joined by Meta's Yann LeCun , VP & Chief AI Scientist for a conversation on the latest AI developments and insights from WEF25 in this segment of The View From Davos.

Get their take on:

- The importance of open source for accelerating AI development and 

-  Going beyond LLMs: LeCun imagines future AI systems will understand the physical world, reason, plan, and have persistent memory

- The role of AI in addressing global challenges

- Insights into future AI projects at Meta

- Yann LeCun’s perspective on ethical AI and its governance