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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

54:46

EP 297: AI Control, Compute Power, and the Fight for...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/03/23

AI is becoming a scale and control business. On Episode 297 of The Six Five Pod, Patrick Moorhead and Daniel Newman examine the companies building the infrastructure, forming the alliances, and making the moves that will define who wins and who gets squeezed out. Control is shifting across compute, models, infrastructure, and enterprise distribution as NVIDIA, Microsoft, OpenAI, Meta, and others push to control the next phase of the AI market. The handpicked topics for this week are: NVIDIA's

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53:10

EP 296: GTC Expectations, Copilot's AI Shift, and...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/03/16

AI is reshaping how software gets built, how infrastructure gets deployed, and how platforms compete for relevance. On Episode 296, Patrick Moorhead and Daniel Newman break down GTC expectations, Microsoft's Anthropic-powered Copilot shift, Adobe's leadership transition, Apple's AI strategy, and the infrastructure debates shaping the next phase of enterprise AI. The handpicked topics for this week are: GTC and the Shift to Heterogeneous Compute: NVIDIA heads into GTC with growing pressure to

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59:14

EP 295: Vibe Coding, AI Infrastructure, and the...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/03/09

AI development is getting easier, but building production-ready systems remains a challenge. From vibe coding experiments at Mobile World Congress to shifts in AI silicon, networking infrastructure, and the evolving app economy, Patrick Moorhead & Daniel Newman explore what's actually changing inside enterprise technology on this episode of The Six Five Pod. The handpicked topics for this week are: MWC Recap and the Rise of "Vibe Coding": Experiments at Mobile World Congress highlighted how AI

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55:38

EP 294: AI Capital, Sovereign Cloud, and the...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/03/02

AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon's expanded role, AMD's $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded. The handpicked topics for this week are: OpenAI's $110B Funding Round & Amazon's $50B Commitment: OpenAI secured a $110B round backed by

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58:18

EP 293: AI Factories, Memory Crunch, and the Models...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/02/23

AI momentum is accelerating, but real-world constraints are tightening. From hyperscaler infrastructure lock-ins and sovereign AI expansion to RAM shortages and enterprise AI pivots, Ep. 293 examines what truly determines leadership in the next phase of AI. The handpicked topics for this week are: Meta & NVIDIA's Long-Term AI Infrastructure Partnership: Meta confirmed a deep infrastructure expansion across NVIDIA Blackwell and Rubin GPUs, Grace CPUs, and advanced networking. Pat & Dan discuss

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57:46

EP 292: Capital Flood, AI Disruption, and the Real...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/02/16

AI investment is accelerating at historic levels, but so are the questions. From trillion-dollar semiconductor forecasts and 100-year bonds to the debate over AI's impact on jobs, Ep. 292 explores whether we are witnessing a sustainable transformation or a systemic shock. The handpicked topics for this week are: $650B+ AI CapEx Surge and the Bubble Debate: Hyperscalers are dramatically increasing infrastructure investment, raising questions about near-term returns versus long-term survival. Is

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54:58

The Six Five Pod | EP 291: Davos to Abu Dhabi -...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/02/10

The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they've explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft's Maia 200 inference push, to NVIDIA's $2B CoreWeave bet, OpenAI's Codex closing the coding gap, the "SaaSpocalypse" panic, Cisco's AI Summit, and a no-BS debate on whether AI agents are

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47:07

EP 290: Celebrating 100,000 Subscribers: AI...

The Six Five with Patrick Moorhead and Daniel Newman ·

2026/01/19

Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry,

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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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