The Six Five with Patrick Moorhead and Daniel Newman

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,

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

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. Mi

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 th

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. P

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 wh

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 PINNAC

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

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, a

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

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

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 bluepri

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 Mo

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 Micr

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, OpenA

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-

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 Anthrop

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.

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 ope

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 n