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PODCAST

The Six Five with Patrick Moorhead and Daniel Newman

Patrick Moorhead and Daniel Newman

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.

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All Episodes

01:03:58

EP 289: Infrastructure, Capital, and the Reality of...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/01/12

Patrick Moorhead and Daniel Newman explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are increasingly determining who can scale intelligent systems, featuring an exclusive "Off The Record" conversation with Martin Casado, GM of the Infrastructure fund at a16z (Andreessen Horowitz). Follow the hosts: https://x.com/PatrickMoorhead https://x.com/danielnewmanUV Follow the guest: https://x.com/martin_casado Follow on X:

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52:55

EP 288: OpenAI's Valuation Debate, Marvell's Network...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/12/22

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 Big Funding Headline: OpenAI's reported mega-round and valuation https://www.reuters.com/technology/openai-discussed-raising-tens-billions-valuation-about-750-billion-information-2025-12-18/ https://x.com/danielnewmanUV/status/2001366643436315110 https://x.com/danielnewmanUV/status/2001362761247527174

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59:51

EP 286: NVIDIA Earnings: Market Reactions and the...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/12/08

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 US, Saudi tout new business deals at investment forum https://www.reuters.com/world/middle-east/saudi-crown-prince-seeks-burnish-image-with-corporate-americas-top-executives-2025-11-19/ AMD, Cisco, and HUMAIN to form joint venture to deliver world-leading AI infrastructure

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58:23

EP 287: The AI Cloud Shake-Up: AWS's New Silicon,...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/12/05

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/PatrickMoorhead/status/1995522287374848501 https://x.com/PatrickMoorhead/status/1995887913088024903

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01:01:12

The Six Five Pod | EP 285: AMD's $100B Data Center...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/11/17

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 and credibility. SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for

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01:04:37

The Six Five Pod | EP 284: From TPUs to...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/11/11

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/PatrickMoorhead/status/1985352179444863072?s=20 U.S. to block Nvidia's scaled-down AI chips to China; Nvidia CEO

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01:07:09

EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback,...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/11/03

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 GE Vernova for infrastructure development. Key partnership announcements from NVIDIA to build seven

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01:02:54

EP 282: Google vs OpenAI, AWS Outages, Quantum...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/10/27

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 figures call for a superintelligence ban. Earnings Reports and Market Analysis: Tech's latest

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01:02:48

EP 281: Inside the Week in Tech - Oracle, Salesforce,...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/10/20

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: 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. Tech Industry Developments: Oracle's Financial Analyst Day 2025 and AI-focused

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01:00:15

EP 280: Qualcomm, AMD, & Intel: Navigating the AI...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/10/13

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 Networking Advancements: Hosts cover Cisco’s announcement of its Silicon One-based router for AI

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51:10

EP 279: Government Shutdown Blues: Tech Impact and...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/10/06

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 Strategies and Investments: Hosts analyze Meta's investments in AI infrastructure and capacity expansion

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48:07

EP 278: The Foundation of Future AI: From Micron's...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/09/29

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 reactions. Oracle Leadership Changes: New co-CEOs appointed –nClay Magouyrk and Mike Sicilia. Safra

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01:02:44

EP 277: From Intel's Comeback to Meta's XR Vision -...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/09/22

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, Silver Lake, and TikTok: The potential of a deal involving TikTok, Oracle, and Silver Lake. A

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57:57

EP 276: Decoding Tech Giants: From Apple's Pivot to...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/09/15

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: 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 Earnings and Market Reactions: Breakdown of Oracle's earnings and stock surge. Analysis of Adobe's

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58:50

EP 275: AI's Ripple Effect: The White House, Job...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/09/08

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 requirements and their implications. Economic Data and Market Trends: Discussion on recent unemployment

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01:04:26

The Six Five Pod | EP 274: Balancing Hype and...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/09/01

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)

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01:01:20

EP 273: Silicon Strategies: Government Stakes, AI...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/08/25

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 and chip manufacturing. Analysis of China's indigenous chip acceleration efforts. Market

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01:19:49

EP 272: The Great Tech Reshuffle: Insights on Cisco,...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/08/18

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 Store. Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index)

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01:13:46

EP 271: Navigating AI's Future: GPT-5, Palantir,...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/08/11

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 release and its potential impact. Intel Leadership Challenges: Trump's call for Intel CEO

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01:07:04

The Six Five Pod | EP 270: Silicon Strategies:...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/08/04

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 landscape among industry giants. This week’s handpicked topics include: Discussion of the EU's 40 billion

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542 results

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