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The Six Five with Patrick Moorhead and Daniel Newman

by 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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Episodes

  1. Meta and Google Rejoin the Frontier, Microsoft's Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324

    On Episode 324 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including new agent models from Meta, Google, and NVIDIA, Microsoft's Maia 300, Applied Materials' EPIC Center, AMD, NVIDIA, and Cisco at OCP Global Summit 2026, and the Apple-Meta…

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  2. Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323

    On Episode 323 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including Microsoft and NVIDIA's hybrid intelligence push for Windows, Marvell's Investor Day, new models from Anthropic, Mistral, and Reflection, the AI labs' accountability hearings…

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  3. The Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price

    The companies racing to build frontier AI just agreed to referee themselves. Over the same week, launches, investor days, and earnings put a price on that arrangement. Microsoft is charging for finished work, NVIDIA is selling agent containment as infrastructure, and the suppliers AI can't route...

  4. Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally

    Meta's Muse launch turned a consumer AI agent into a CPU demand story, a new round of frontier model releases sharpened the fight over token economics, and AMD crossed the trillion-dollar mark on the same compute thesis. Patrick Moorhead and Daniel Newman break down Meta Connect, Qualcomm's...

  5. Anthropic's AI Slowdown, OpenAI's $1.2T Valuation & Salesforce's AI Bet | Six Five Pod EP 320

    Anthropic's "Pace the Frontier" essay set off a week in which nearly every major AI leader, and two heads of state, weighed in on whether the frontier should slow down. Patrick Moorhead and Daniel Newman read the incident as something larger than a safety debate. Whoever sets the pace of the...

  6. AI Safety Alarms, China's Distillation Reckoning, and Qualcomm's AWS Breakthrough: A Pivotal Week for Enterprise AI

    A viral AI extinction claim, a federal advisory naming six Chinese AI labs for industrial-scale distillation, and a $60 billion Qualcomm-AWS silicon pact define a week when enterprise AI risk and opportunity collided head-on. Patrick Moorhead and Daniel Newman weigh in on what's signal and what's...

  7. NVIDIA's $12.93B Hugging Face Deal, Anthropic's Compute Buildout, and a Blowout AI Earnings Week

    NVIDIA closes its $12.93 billion acquisition of Hugging Face, Anthropic signs its third $30 billion-plus compute deal in three weeks, and Signal65 launches its new PINNACLE agentic AI benchmark just in time to catch Claude Fable 5.1 topping the charts, all while Dell, HPE, Broadcom, and Snowflake...

  8. Claudeforce, AWS's 2 Million GPU Bet, and the Earnings Week That Buried the SaaSpocalypse

    Salesforce and Anthropic launch Claudeforce as Marc Benioff and Dario Amodei explain the collaboration together on CNBC, AWS commits to 2 million more NVIDIA GPUs on top of its GTC pledge, plus six new earnings this week from NVIDIA, Salesforce, Synopsys, HP, Everpure, and Marvell test every bear...

  9. Marvell's $120B Google Win, Modular's Open Compiler Play, and the Fight Over NVIDIA's Ohio Scale-Back

    Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate...

  10. NVIDIA's $500B AI Bet, Anthropic's Watermark Gamble & the Edge AI Debate | Ep. 315

    NVIDIA mobilizes over $500 billion in third-party capital to finance AI infrastructure, Anthropic doubles down on data-center ownership and mandatory content watermarking, and Patrick Moorhead and Daniel Newman debate whether distributed AI at the edge is finally ready to accelerate, all on Ep.…

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  11. Six Five Pod Ep. 314: TerraFab, Memory's Comeback, and the Custom Silicon Debate

    Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for "The Flip" over whether custom silicon will capture the majority of AI workload dollars by 2028. The...

  12. Open Models, the Memory Tax, and a 24-Hour Market Whiplash: Episode 313

    Patrick Moorhead and Daniel Newman break down a chaotic week that included Jensen Huang's debut on X in defense of open models, a new enterprise agentic reference blueprint from EY, NVIDIA, and LangChain, and a 24-hour market whiplash triggered by a hedge fund's forced liquidation into Citadel.…

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  13. OpenAI's IPO Filing Meets a Hugging Face Breach as AMD Claims 75% Hyperscaler CPU Share

    OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation…

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  14. OpenAI's Equity Play, Anthropic's Access Reset, and the Billion-Dollar Race to Own AI Deployment

    Patrick Moorhead and Daniel Newman unpack OpenAI's reported equity offer to the U.S. government, Anthropic's phased return following export controls, and why AWS and Microsoft are betting billions on the engineers who deploy AI rather than the labs that train it. They also dig into NVIDIA's...

  15. Qualcomm's Data Center Debut, OpenAI's Jalapeño, and the Memory-as-Strategic Infrastructure Debate | The Six Five Pod Ep. 310

    On Episode 310 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including insights from Qualcomm Investor Day 2026, OpenAI and Broadcom's Jalapeño AI chip, Anthropic's Micron partnership, SpaceX's massive Reflection AI compute deal, Sakana AI's new...

  16. Model Access, Market Signals, and the Enterprise Spending Reality: Episode 309

    Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI...

  17. Apple's Siri Bet on Gemini, SpaceX's $1.77T IPO, and Claude Fable 5's Hyperscaler-Neutral Launch

    Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's...

  18. Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307

    Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break…

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  19. IBM's $15B Day, Claude Opus 4.8, & Biggest Earnings Night of Spring 2026 | Ep. 306

    Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell,...

  20. Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305

    Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is...

  21. Anthropic at $1.2 Trillion, AMD's Blowout Quarter, and the PE-Backed AI Enterprise Play | Ep. 304

    Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics...

  22. The Most Consequential Week in AI Infrastructure History | Ep. 303

    This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and...

  23. Google Cloud Goes Full Stack, Amazon's $100B Anthropic Bet, Intel's Foundry Moment & More

    Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk. The handpicked topics…

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  24. Episode 301: Compute Wars, AI Reality Checks, and the Infrastructure Breaking Point

    AI is now an execution race defined by infrastructure. Patrick Moorhead and Daniel Newman break down how compute shortages, energy constraints, and security risks are reshaping the race from building models to actually running them at scale. From chip supply and hyperscaler strategy to AI-native...

  25. EP 300: Frontier AI Risks, Model Power Shifts, and Market Signals

    Episode 300 marks a milestone moment for The Six Five Pod as AI shifts from innovation to consequence. This week, Patrick Moorhead and Daniel Newman unpack the risks of frontier models, the growing complexity of AI deployment, and the market signals that reveal where tech is heading next. The...

  26. EP 299: OpenAI's $122B Raise, Google's TurboQuant Shock, and NVIDIA's Infrastructure Endgame

    OpenAI locks in the largest private funding round in history, Google disrupts memory economics with a major efficiency breakthrough, and NVIDIA continues to consolidate control over AI infrastructure. This week, Patrick Moorhead and Daniel Newman unpack the clear shift from model competition to...

  27. EP 298: Arm's Big Bet, OpenAI's Pivot, and the Real AI Infrastructure Race

    Arm moves closer to owning the silicon layer, OpenAI sharpens its enterprise strategy, and a wave of geopolitical and market pressures exposes what is really driving the AI race. Patrick Moorhead and Daniel Newman unpack how compute constraints, capital intensity, and supply chain risk are…

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

    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…

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  29. EP 296: GTC Expectations, Copilot's AI Shift, and Apple's Low-CapEx AI Bet

    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...

  30. EP 295: Vibe Coding, AI Infrastructure, and the Future of the App Economy

    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...

  31. EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race

    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...

  32. EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown

    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…

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

    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…

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  34. The Six Five Pod | EP 291: Davos to Abu Dhabi - Inference, Codex & the So-Called SaaSpocalypse

    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....

  35. EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI Gamble

    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...

  36. EP 289: Infrastructure, Capital, and the Reality of AI Scale

    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...

  37. EP 288: OpenAI's Valuation Debate, Marvell's Network Bets, and the Next Bottlenecks for AI 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: THE DECODE Big Funding Headline: OpenAI's reported mega-round and valuation...

  38. EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure

    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...

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

    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...

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

    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...

  41. 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

    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…

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  42. EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone Miss

    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...

  43. EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech's Stock Market Rollercoaster

    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…

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  44. EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race

    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...

  45. EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players

    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…

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  46. EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty

    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...

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

    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…

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  48. EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates

    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…

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  49. EP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge

    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...

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

    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...

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ABOUT THIS SHOW

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.

HOSTED BY

Patrick Moorhead and Daniel Newman

Produced by Daniel Newman

CATEGORIES

news business

Frequently Asked Questions

How many episodes does The Six Five with Patrick Moorhead and Daniel Newman have?

The Six Five with Patrick Moorhead and Daniel Newman currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The Six Five with Patrick Moorhead and Daniel Newman about?

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.

How often does The Six Five with Patrick Moorhead and Daniel Newman release new episodes?

The Six Five with Patrick Moorhead and Daniel Newman has 100 episodes. Check the episode list to see recent publication dates and frequency.

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Who hosts The Six Five with Patrick Moorhead and Daniel Newman?

The Six Five with Patrick Moorhead and Daniel Newman is created and hosted by Patrick Moorhead and Daniel Newman.
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