All Episodes
The Six Five with Patrick Moorhead and Daniel Newman — 113 episodes
NVIDIA's $500B AI Bet, Anthropic's Watermark Gamble & the Edge AI Debate | Ep. 315
Six Five Pod Ep. 314: TerraFab, Memory's Comeback, and the Custom Silicon Debate
Open Models, the Memory Tax, and a 24-Hour Market Whiplash: Episode 313
OpenAI's IPO Filing Meets a Hugging Face Breach as AMD Claims 75% Hyperscaler CPU Share
OpenAI's Equity Play, Anthropic's Access Reset, and the Billion-Dollar Race to Own AI Deployment
Qualcomm's Data Center Debut, OpenAI's Jalapeño, and the Memory-as-Strategic Infrastructure Debate | The Six Five Pod Ep. 310
Model Access, Market Signals, and the Enterprise Spending Reality: Episode 309
Apple's Siri Bet on Gemini, SpaceX's $1.77T IPO, and Claude Fable 5's Hyperscaler-Neutral Launch
Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307
IBM's $15B Day, Claude Opus 4.8, & Biggest Earnings Night of Spring 2026 | Ep. 306
Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305
Anthropic at $1.2 Trillion, AMD's Blowout Quarter, and the PE-Backed AI Enterprise Play | Ep. 304
The Most Consequential Week in AI Infrastructure History | Ep. 303
Google Cloud Goes Full Stack, Amazon's $100B Anthropic Bet, Intel's Foundry Moment & More
Episode 301: Compute Wars, AI Reality Checks, and the Infrastructure Breaking Point
EP 300: Frontier AI Risks, Model Power Shifts, and Market Signals
EP 299: OpenAI's $122B Raise, Google's TurboQuant Shock, and NVIDIA's Infrastructure Endgame
EP 298: Arm's Big Bet, OpenAI's Pivot, and the Real AI Infrastructure Race
EP 297: AI Control, Compute Power, and the Fight for the Stack
EP 296: GTC Expectations, Copilot's AI Shift, and Apple's Low-CapEx AI Bet
EP 295: Vibe Coding, AI Infrastructure, and the Future of the App Economy
EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race
EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown
EP 292: Capital Flood, AI Disruption, and the Real Risks Ahead
The Six Five Pod | EP 291: Davos to Abu Dhabi - Inference, Codex & the So-Called SaaSpocalypse
EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI Gamble
EP 289: Infrastructure, Capital, and the Reality of AI Scale
EP 288: OpenAI's Valuation Debate, Marvell's Network Bets, and the Next Bottlenecks for AI Growth
EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure
EP 287: The AI Cloud Shake-Up: AWS's New Silicon, NVIDIA's Strategy & Apple's Innovation Question
The Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU Shortages
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
EP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone Miss
EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech's Stock Market Rollercoaster
EP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint
EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates
EP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge
EP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy
The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
EP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption
The Six Five Pod | EP 270: Silicon Strategies: Intel's 14A Gambit and the Future of Chip Manufacturing
EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution
The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals
EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets
EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge
EP 265: Will AI Take Your Job? Plus Intel's Quiet Transformation & AMD's Opportunity in the AI Chip Race
EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
EP 263: NVIDIA's Big Week, The iPhone Made in America Debate, and the China Chip Crunch
EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge
Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft
Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI
Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent
Beyond the Numbers: Jim Anderson on Coherent's Next Chapter - Six Five Media
IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance
Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media
Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP
DeepSeek's Ecosystem Implications, Samsung's Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor
Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos
Exploring Lenovo's Globalization and AI Strategies - The View From Davos
Davos 2025 in a Nutshell: AI, Energy, and Optimism
NTT R&D Forum 2024: A Showcase of Innovation Aimed at Creating a Better Future - Six Five Media
Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road
Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters
Boost Mobile, Cisco, Nokia, & More - Six Five Webcast: The 5G Factor
Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos
Exploring the Future of Technology with LogicMonitor's CEO - The View From Davos
The View From Davos with Ericsson's Åsa Tamsons
Samsung Launches Flagship Phone Positioned as "A True AI Companion" - Six Five On The Road at Galaxy Unpacked
The View from Davos with Cisco's Chuck Robbins
Insights from Infosys's EVP Anand Swaminathan - The View From Davos
The View from Davos with AccuWeather's Dr. Joel N. Myers
The View from Davos with Groq's Jonathan Ross
The View from Davos with Qualcomm's Cristiano Amon
The View from Davos with Meta's Yann LeCun – The Future of AI is Open and Human-Level Intelligent
DevOps Strategies: The Secret to Smarter, Faster Business Outcomes - DevOps Dialogues
The View from Davos with Fox Rothschild's Matthew Kittay
The View from Davos with Workday CTO Jim Stratton
How VCs Are Supporting AI & Sustainability - Helena Capital - The View From Davos
Talking AI, Cybersecurity, Ransomware & Deepfakes with Check Point Software - The View From Davos
Stick or Twist: Examining the Alternatives to VMware for Virtualization & HCI - Six Five Webcast - DevOps Dialogues
Six Five Connected: The Need For High-Density Storage in The Age of AI
IBM's Rob Thomas on Generative AI, LLMs, and the Path to Value Creation at the World Economic Forum in Davos, Switzerland - The View from Davos
2025 5G Prospects - Open RAN, D2C & DOOH - Six Five Webcast: The 5G Factor
AI & Us: Building an AI-Skilled Workforce: Overcoming Talent Gaps in GenAI Adoption - Six Five Media
The Future of Work and Technology: Exclusive Insights from Davos, Switzerland
Ep. 246: We are Live! Talking Microsoft, AI Regulations, Google, Meta, Lenovo, TSMC
Six Five Connected: Infleqtion Quantum Solutions - From Lab to Market
What CES Means for Data Centers and 2025 Data Infrastructure Predictions - Six Five Webcast - Infrastructure Matters
Ep. 245: We are Live! Talking Meta, NVIDIA, Qualcomm, AMD, Intel
How Arm is Powering the Next Generation of AI-Enabled Vehicles - Six Five On The Road at CES 2025
Dell Client Portfolio Innovation - Connected with Diana Blass
Alienware Announces New Flagship Products at CES 2025 - Six Five On The Road
Meet Dell's Simplified AI PC Portfolio: Silicon Innovation at its Best - Six Five On The Road
Unpacking the Benefits of AI PCs - Six Five On The Road
Dell's Innovative Approach with AI PCs - Six Five On The Road
Exploring Micron G9 NAND – The World's Fastest NAND - Six Five Podcast