Patrick Moorhead and Daniel Newman

The Six Five with Patrick Moorhead and Daniel Newman

News EN ↓ 100 episodes

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) 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.

Author

Patrick Moorhead and Daniel Newman

Episodes

EP 287: The AI Cloud Shake-Up: AWS's New Silicon, NVIDIA's Strategy & Apple's Innovation Question 05.12.2025 58:23

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: THE DECODE AWS re:Invent - Recap https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/?sc_channel=sm&sc_publisher=TWITTER&sc_country=global&sc_geo=GLOBAL&sc_outcome=awareness&linkId=884155717 https://x.com/...

The Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU Shortages 17.11.2025 1:01:12

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: AMD Financial Analyst Day Breakdown : AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution an...

The Six Five Pod | EP 284: From TPUs to Trillion-Dollar Pay: Google's Ironwood Launch, AMD, Qualcomm, AWS Deal and the Race for AI Compute 11.11.2025 1:04:37

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: OpenAI signs a 7-year, $38B cloud deal with AWS to secure massive GPU capacity and diversify beyond Microsoft. Announced Nov 3 (Pat) https://x.com/PatrickMoorhead/status/1985358316592079054?s=20 https://x.com/PatrickMoor...

EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone Miss 03.11.2025 1:07:09

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: Key Takeaways from NVIDIA GTC and Infrastructure Build-Out : Jensen Huang's keynote delivery. Nvidia's co-architecture approach to power systems, water systems, and manufacturing. Partnerships with Vertiv, Siemens, and...

EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech's Stock Market Rollercoaster 27.10.2025 1:02:54

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: AI and Tech Industry Updates: OpenAI launches a new browser called Atlas. AWS experiences significant outages affecting half of the Internet. Google announces a quantum breakthrough and deals with Anthropic. 800 public...

EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race 20.10.2025 1:02:48

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: Market Turbulence and Geopolitical Tensions: Discussion of recent market volatility triggered by comments from world leaders. The hosts analyze the impact of US-China tensions on rare earth elements and tech industries...

EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players 13.10.2025 1:00:15

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: AI Investments and Market Dynamics: OpenAI and AMD's $6 billion deal announcement. NVIDIA's response to the AMD-OpenAI partnership. An analysis of the competitive landscape in the AI chip market. Cisco's AI Networkin...

EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty 06.10.2025 51:10

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: AI Developments and Industry News: Recent AI deals going down, including Meta's $14 Billion infrastructure deal with CoreWeave and another deal between CoreWeave and OpenAI totaling $6 Billion. Hyperscaler Strategie...

EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint 29.09.2025 48:07

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: 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 react...

EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates 22.09.2025 1:02:44

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: 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. Oracle, Sil...

EP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge 15.09.2025 57:57

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: 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. Tech Earn...

EP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy 08.09.2025 58:50

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: 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 requirement...

The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings 01.09.2025 1:04:26

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...

EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility 25.08.2025 1:01:20

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: Intel and Government Investment : Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications. Chip Advancements : Discussion on China's progress in computer...

EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts 18.08.2025 1:19:49

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are: AI and Technology Industry Updates: NVIDIA , Intel , and ChatGPT-5 , plus Elon Musk's recent controversy with Apple's App S...

EP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption 11.08.2025 1:13:46

In this week's episode, hosts Daniel Newman and Patrick Moorhead dissect a whirlwind of tech news! From Palantir, Lip-Bu, Trump, and tariffs to the latest in GPT-5, they break down the key announcements and market shifts that are shaping the industry: Tech Industry News and Analysis: Trump's tariff threats on semiconductors and chips. Apple's investment commitments in the US. Rumors about GPT-5...

The Six Five Pod | EP 270: Silicon Strategies: Intel's 14A Gambit and the Future of Chip Manufacturing 04.08.2025 1:07:04

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news and earnings reports. They discuss Intel's foundry strategy, NVIDIA's chip sales to China, and recent earnings from major tech companies like Amazon, Microsoft, Meta, and Apple. Get their analysis of market trends, geopolitical factors affecting the tech sector, and the competitive landsca...

EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution 28.07.2025 57:04

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: Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations https://www.csis.org/analysis/experts-react-unpacking-trump-administrations...

The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals 21.07.2025 1:02:16

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...

EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets 14.07.2025 50:39

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.or...

EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge 07.07.2025 1:08:48

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-laun...

EP 265: Will AI Take Your Job? Plus Intel's Quiet Transformation & AMD's Opportunity in the AI Chip Race 30.06.2025 1:01:36

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...

EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries 09.06.2025 54:41

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: Breaking News and Market Trends : Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the Tr...

EP 263: NVIDIA's Big Week, The iPhone Made in America Debate, and the China Chip Crunch 02.06.2025 1:10:38

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: NVIDIA Earning...

EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech 26.05.2025 1:10:34

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: AI and Industry Transformation : Discu...