The Six Five with Patrick Moorhead and Daniel Newman
By Patrick Moorhead and Daniel Newman
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Category: Tech News
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Subscribers: 7
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
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Claudeforce, AWS's 2 Million GPU Bet, and the Earnings Week That Buried the SaaSpocalypse
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Aug 31, 2026 |
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Marvell's $120B Google Win, Modular's Open Compiler Play, and the Fight Over NVIDIA's Ohio Scale-Back
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Aug 24, 2026 |
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NVIDIA's $500B AI Bet, Anthropic's Watermark Gamble & the Edge AI Debate | Ep. 315
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Aug 17, 2026 |
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Six Five Pod Ep. 314: TerraFab, Memory's Comeback, and the Custom Silicon Debate
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Aug 10, 2026 |
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Open Models, the Memory Tax, and a 24-Hour Market Whiplash: Episode 313
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Aug 03, 2026 |
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OpenAI's IPO Filing Meets a Hugging Face Breach as AMD Claims 75% Hyperscaler CPU Share
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Jul 27, 2026 |
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OpenAI's Equity Play, Anthropic's Access Reset, and the Billion-Dollar Race to Own AI Deployment
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Jul 07, 2026 |
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Qualcomm's Data Center Debut, OpenAI's Jalapeño, and the Memory-as-Strategic Infrastructure Debate | The Six Five Pod Ep. 310
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Jun 29, 2026 |
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Model Access, Market Signals, and the Enterprise Spending Reality: Episode 309
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Jun 23, 2026 |
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Apple's Siri Bet on Gemini, SpaceX's $1.77T IPO, and Claude Fable 5's Hyperscaler-Neutral Launch
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Jun 15, 2026 |
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Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307
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Jun 08, 2026 |
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IBM's $15B Day, Claude Opus 4.8, & Biggest Earnings Night of Spring 2026 | Ep. 306
|
Jun 01, 2026 |
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Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305
|
May 23, 2026 |
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Anthropic at $1.2 Trillion, AMD's Blowout Quarter, and the PE-Backed AI Enterprise Play | Ep. 304
|
May 11, 2026 |
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The Most Consequential Week in AI Infrastructure History | Ep. 303
|
May 04, 2026 |
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Google Cloud Goes Full Stack, Amazon's $100B Anthropic Bet, Intel's Foundry Moment & More
|
Apr 25, 2026 |
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Episode 301: Compute Wars, AI Reality Checks, and the Infrastructure Breaking Point
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Apr 20, 2026 |
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EP 300: Frontier AI Risks, Model Power Shifts, and Market Signals
|
Apr 11, 2026 |
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EP 299: OpenAI's $122B Raise, Google's TurboQuant Shock, and NVIDIA's Infrastructure Endgame
|
Apr 06, 2026 |
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EP 298: Arm's Big Bet, OpenAI's Pivot, and the Real AI Infrastructure Race
|
Mar 30, 2026 |
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EP 297: AI Control, Compute Power, and the Fight for the Stack
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Mar 23, 2026 |
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EP 296: GTC Expectations, Copilot's AI Shift, and Apple's Low-CapEx AI Bet
|
Mar 16, 2026 |
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EP 295: Vibe Coding, AI Infrastructure, and the Future of the App Economy
|
Mar 09, 2026 |
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EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race
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Mar 02, 2026 |
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EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown
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Feb 23, 2026 |
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EP 292: Capital Flood, AI Disruption, and the Real Risks Ahead
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Feb 16, 2026 |
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The Six Five Pod | EP 291: Davos to Abu Dhabi - Inference, Codex & the So-Called SaaSpocalypse
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Feb 10, 2026 |
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EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI Gamble
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Jan 19, 2026 |
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EP 289: Infrastructure, Capital, and the Reality of AI Scale
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Jan 12, 2026 |
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EP 288: OpenAI's Valuation Debate, Marvell's Network Bets, and the Next Bottlenecks for AI Growth
|
Dec 22, 2025 |
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EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure
|
Dec 08, 2025 |
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EP 287: The AI Cloud Shake-Up: AWS's New Silicon, NVIDIA's Strategy & Apple's Innovation Question
|
Dec 05, 2025 |
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The Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU Shortages
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Nov 17, 2025 |
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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
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Nov 11, 2025 |
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EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone Miss
|
Nov 03, 2025 |
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EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech's Stock Market Rollercoaster
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Oct 27, 2025 |
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EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
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Oct 20, 2025 |
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EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
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Oct 13, 2025 |
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EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
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Oct 06, 2025 |
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EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint
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Sep 29, 2025 |
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EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates
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Sep 22, 2025 |
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EP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge
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Sep 15, 2025 |
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EP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy
|
Sep 08, 2025 |
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The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
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Sep 01, 2025 |
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EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
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Aug 25, 2025 |
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EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
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Aug 18, 2025 |
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EP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption
|
Aug 11, 2025 |
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The Six Five Pod | EP 270: Silicon Strategies: Intel's 14A Gambit and the Future of Chip Manufacturing
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Aug 04, 2025 |
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EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution
|
Jul 28, 2025 |
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The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals
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Jul 21, 2025 |
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EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets
|
Jul 14, 2025 |
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EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge
|
Jul 07, 2025 |
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EP 265: Will AI Take Your Job? Plus Intel's Quiet Transformation & AMD's Opportunity in the AI Chip Race
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Jun 30, 2025 |
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EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
|
Jun 09, 2025 |
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EP 263: NVIDIA's Big Week, The iPhone Made in America Debate, and the China Chip Crunch
|
Jun 02, 2025 |
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EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
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May 26, 2025 |
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EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
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May 19, 2025 |
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EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
|
May 12, 2025 |
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EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
|
May 05, 2025 |
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EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
|
Apr 21, 2025 |
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EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
|
Apr 14, 2025 |
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EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
|
Apr 07, 2025 |
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EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
|
Mar 31, 2025 |
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EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge
|
Mar 24, 2025 |
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Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
|
Mar 17, 2025 |
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Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
|
Mar 07, 2025 |
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Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft
|
Feb 21, 2025 |
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Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI
|
Feb 14, 2025 |
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Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent
|
Feb 07, 2025 |
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Beyond the Numbers: Jim Anderson on Coherent's Next Chapter - Six Five Media
|
Feb 06, 2025 |
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IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
|
Feb 05, 2025 |
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Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
|
Feb 04, 2025 |
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Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance
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Feb 03, 2025 |
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Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media
|
Jan 31, 2025 |
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Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP
|
Jan 31, 2025 |
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DeepSeek's Ecosystem Implications, Samsung's Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor
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Jan 31, 2025 |
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Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos
|
Jan 30, 2025 |
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Exploring Lenovo's Globalization and AI Strategies - The View From Davos
|
Jan 30, 2025 |
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Davos 2025 in a Nutshell: AI, Energy, and Optimism
|
Jan 30, 2025 |
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NTT R&D Forum 2024: A Showcase of Innovation Aimed at Creating a Better Future - Six Five Media
|
Jan 29, 2025 |
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Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road
|
Jan 29, 2025 |
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Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters
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Jan 29, 2025 |
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Boost Mobile, Cisco, Nokia, & More - Six Five Webcast: The 5G Factor
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Jan 28, 2025 |
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Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos
|
Jan 28, 2025 |
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Exploring the Future of Technology with LogicMonitor's CEO - The View From Davos
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Jan 28, 2025 |
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The View From Davos with Ericsson's Åsa Tamsons
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Jan 28, 2025 |
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Samsung Launches Flagship Phone Positioned as "A True AI Companion" - Six Five On The Road at Galaxy Unpacked
|
Jan 27, 2025 |
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The View from Davos with Cisco's Chuck Robbins
|
Jan 27, 2025 |
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Insights from Infosys's EVP Anand Swaminathan - The View From Davos
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Jan 25, 2025 |
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The View from Davos with AccuWeather's Dr. Joel N. Myers
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Jan 24, 2025 |
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The View from Davos with Groq's Jonathan Ross
|
Jan 24, 2025 |
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The View from Davos with Qualcomm's Cristiano Amon
|
Jan 24, 2025 |
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The View from Davos with Meta's Yann LeCun – The Future of AI is Open and Human-Level Intelligent
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Jan 24, 2025 |
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DevOps Strategies: The Secret to Smarter, Faster Business Outcomes - DevOps Dialogues
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Jan 23, 2025 |
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The View from Davos with Fox Rothschild's Matthew Kittay
|
Jan 23, 2025 |
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The View from Davos with Workday CTO Jim Stratton
|
Jan 23, 2025 |
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How VCs Are Supporting AI & Sustainability - Helena Capital - The View From Davos
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Jan 23, 2025 |
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Talking AI, Cybersecurity, Ransomware & Deepfakes with Check Point Software - The View From Davos
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Jan 22, 2025 |
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Stick or Twist: Examining the Alternatives to VMware for Virtualization & HCI - Six Five Webcast - DevOps Dialogues
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Jan 22, 2025 |
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Six Five Connected: The Need For High-Density Storage in The Age of AI
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Jan 22, 2025 |