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 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 hyperscaler data centers and discuss Cisco's role in addressing network constraints in AI infrastructure.   Intel's Technology Showcase: Intel's event in Arizona highlighting PC chips, server chips, and 18A process node. A look at the strategic importance of Intel Foundry and its competitive positioning.   Qualcomm's IoT and Physical AI Aspirations: Qualcomm's acquisition of Arduino and its implications for IoT development. Hosts reflect on Qualcomm's strategy in expanding beyond mobile chips.   IBM TechXchange Highlights: IBM shared its focus on orchestration and agents in IBM's AI strategy and highlighted partnerships with Anthropic and other AI companies.   The Flip - AI Bubble Debate: A simulated debate on whether the current AI investment trend is a bubble with an analysis of market valuations, capex trends, and potential risks.   Dell Technologies Analyst Meeting Insights: Hosts talk Dell's increased revenue and EPS forecasts, particularly in the data center segment, plus their strategy shifts in the PC market and enterprise AI adoption.   Oracle's AI Business Economics: A discussion of a recent controversial report on Oracle's AI infrastructure profitability. Analysis of the challenges in accurately assessing AI infrastructure economics.   Industry Updates and Future Events: xAI's $20 billion raise and NVIDIA's investment. Applied Materials' revenue takes a hit due to new export restriction rules. Upcoming tech events and conferences. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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 and discuss hyperscalers' efforts to build their own AI chips versus using merchant solutions.   Microsoft's Commercial Focus: Microsoft appoints Judson Altoff as commercial CEO to emphasize AI in business applications. This move is interpreted as Microsoft's strategy to lead in enterprise software transformation.   Chip Manufacturing and Policy: A discussion on the feasibility of achieving 50% local chip manufacturing in the US and an analysis of the administration's efforts to increase domestic semiconductor production.   Custom vs. Merchant AI Chips Debate: Patrick argues for going all-in on merchant infrastructure for time-to-market advantages. Daniel counters, advocating for hyperscalers to develop custom chips for long-term control and profitability.   Economic and Political Landscape: A discussion on the recent US government shutdown and its immediate impacts. Hosts analyze the recent job market data, including its reliability and the potential effects of AI on employment. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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 Catz becomes Oracle executive vice chair. Hosts analyze this leadership transition and its potential impact.   TikTok Developments: Executive order to push final decision on TikTok to mid-December. Potential spin-out authorized, contingent on Chinese agreement. Oracle and Silver Lake are potential key players in the deal.   Microsoft's AI Strategy: Microsoft adds Anthropic to Copilot. Discussion on the benefits of model diversity in AI offerings.   Qualcomm Snapdragon Summit Highlights: Introduction of X2 Elite and X2 Elite Extreme chips, focusing on AI capabilities and performance improvements. Plus, a look at Qualcomm's strategic positioning beyond smartphones.   Cloudera Event in New York: Patrick's insights from the Cloudera event and a discussion on hybrid multi-cloud fabrics and AI ecosystems.   The Flip: Should Apple or TSMC Invest in Intel? Hosts debate this topic with arguments for and against potential investments in Intel. Plus, an analysis of the geopolitical and technological implications.   Market Trends and Earnings: Federal Reserve Chair Powell's comments on stock valuations and a discussion on Micron's earnings and the impact of AI on memory demand. Marvell's special presentation and stock performance. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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 their partnership with Nvidia. Analysis of the strategic implications for both companies.   Oracle, Silver Lake, and TikTok: The potential of a deal involving TikTok, Oracle, and Silver Lake. A discussion analyzing the data management and algorithm concerns.   Microsoft and Nvidia's UK Investment: $40 billion investment announcement in the UK’s AI infrastructure & how this will impact the UK's position in global AI development.   Groq's Funding Round: Grok raises $750 million at a higher valuation & a brief overview of Groq's technology and market position.   IonQ's Market Performance: IonQ's stock price surged to nearly $70. The hosts discuss recent acquisitions and partnerships.   Meta's New VR/AR Glasses: Reactions to Meta's sleek new VR/XR glasses & a debate on the product’s potential impact on mainstream AR/VR adoption.   Federal Reserve's Interest Rate Decision: Analysis of the Fed's recent interest rate decision & a discussion on the potential economic impacts.   Elon Musk's Tesla Stock Purchase: Musk's billion-dollar purchase of Tesla stock & its impact on Tesla's stock price and market sentiment.   Google's $3 Trillion Valuation: Google reaches $3 trillion market cap – a look at their market position and where Google's AI capabilities come into play.   For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

  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 away from a focus on AI. Comparison of Apple's strategy to competitors in the AI space.   Tech Earnings and Market Reactions: Breakdown of Oracle's earnings and stock surge. Analysis of Adobe's performance and AI revenue. Examination of Synopsys's challenges and future outlook.   AI Industry Developments: OpenAI and Microsoft's evolving partnership structure. ASML's investment in Mistral AI and the European tech landscape. Discussion on Apple's strategy to maintain user trust while lagging in AI. Debate on the long-term implications of Apple's current approach.   Chip Industry Dynamics: Analysis of Broadcom's potential chip development for OpenAI. Examination of Intel's organizational changes and market challenges.   Future of AI and Device Integration: Speculation on the evolution of AI assistants and device ecosystems. Discussion on the potential impact of AI on job markets and company strategies. A comparison of tech company valuations and growth potential and an analysis of market reactions to earnings reports and future projections. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

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 on the impact of Generative AI on the competitive landscape. Examination of data sharing requirements and their implications.   Economic Data and Market Trends: Discussion on recent unemployment data released in the latest jobs report. Pat & Dan share skepticism about the accuracy of economic indicators. Analysis of interest rates and their impact on the housing market.   Tech Industry Dinner at Trump's: Mention of tech executives attending dinner with DJT. Brief discussion on the administration's commitment to AI leadership.   Broadcom's Earnings and the AI Chip Market: A breakdown of Broadcom's strong financial performance. Exploration of Broadcom's position in the custom AI chip market. Predictions for Broadcom's future growth and market potential.   Nvidia's Customer Concentration: A debate on the risks of Nvidia's revenue depending on a concentration of a few key customers. Analysis of the sustainability of Nvidia's growth in the AI chip market. Discussion on potential threats from custom chip development by major tech companies.   Salesforce Earnings and AI Strategy: An overview of Salesforce's recent earnings report. Examination of Salesforce's AI initiatives and market reaction. Concerns about the future of SaaS in light of AI advancements. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

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:   VMware Explore 2025 - Fly By (The Decode) https://x.com/danielnewmanUV/status/1960376180127011283 https://x.com/danielnewmanUV/status/1960383797842600155 https://x.com/danielnewmanUV/status/1960383687196860601 https://x.com/danielnewmanUV/status/1960408530198126731 Meta + Google $10B Cloud Deal (The Decode)   https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI  Musk sues Apple & OpenAI for antitrust behavior (The Decode) https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video  Meta Superintelligence Lab Exodus (The Decode) https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/  Apple AI + Robotics Strategy (The Decode) https://x.com/danielnewmanUV/status/1959793966054072516 https://x.com/danielnewmanUV/status/1960413825209131366 https://x.com/danielnewmanUV/status/1960413625216328059 https://x.com/danielnewmanUV/status/1960437517414764812 https://x.com/danielnewmanUV/status/1960496235355455849 Trump Tariff/Investment Updates (The Decode) U.S. Gov’t $9.9B Intel Investment (The Decode) https://x.com/PatrickMoorhead/status/1959975116273807796 https://x.com/danielnewmanUV/status/1960001853300605381 India hit with 50% Tariffs https://x.com/PatrickMoorhead/status/1960678399086878841 https://x.com/PatrickMoorhead/status/1960678395962122407 Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger?  (The Flip) https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/  Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears) https://www.schwab.com/learn/story/weekly-traders-outlook  Trump Removes Fed Governor Lisa Cook (Bulls and Bears) https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears) https://x.com/YahooFinance/status/1961160887265312923  https://x.com/danielnewmanUV/status/1960012616358629739 https://x.com/danielnewmanUV/status/1960478545291174235 https://x.com/danielnewmanUV/status/1960689856020939166 https://x.com/danielnewmanUV/status/1960699136790949991 https://x.com/PatrickMoorhead/status/1960808541721387388 https://x.com/PatrickMoorhead/status/1960814476967703014 https://x.com/danielnewmanUV/status/1960796280851993042 https://x.com/danielnewmanUV/status/1960806211525263448 https://x.com/danielnewmanUV/status/1960813452529680455 https://x.com/danielnewmanUV/status/1960802234679103882 https://x.com/danielnewmanUV/status/1960803494715384304 https://x.com/danielnewmanUV/status/1960804557912727996 https://x.com/danielnewmanUV/status/1960792380631568880 Dell Earnings (Bulls and Bears) https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5 https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d  Pure Storage Earnings (Bulls and Bears) https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html https://x.com/danielnewmanUV/status/1961086131119731156 MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears) https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html  Marvell Earnings (Bulls and Bears) https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/ https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/ HP Earnings (Bulls and Bears) https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html https://x.com/PatrickMoorhead/status/1959932080160231572 

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:   Intel and Government Investment: Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications.   Chip Advancements: Discussion on China's progress in computer and chip manufacturing. Analysis of China's indigenous chip acceleration efforts.   Market Dynamics and Economic Outlook: Examination of current market conditions and Fed Chair Powell's comments. Insights on potential interest rate cuts and their economic impact.   Tech Earnings and Company Performance: Analysis of recent earnings from Palo Alto Networks, Zoom, and Workday. Discussion on challenges and opportunities in the SaaS market.   Nvidia's Upcoming Earnings Report: Predictions and expectations for Nvidia's financial performance. Long-term outlook on Nvidia's market position and growth potential.   AI and Cybersecurity Trends: Exploration of AI's role in enhancing cybersecurity measures. Discussion on Palo Alto Networks' position in securing AI infrastructure. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are:   AI and Technology Industry Updates: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's recent controversy with Apple's App Store.   Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations on inflation trends and their impact on various sectors.   Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages.   Company Earnings and Performance Reviews: Analysis of CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance.   Industry Trends and Strategic Moves: Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

In this week's episode, hosts Daniel Newman and Patrick Moorhead dissect a whirlwind of tech news! From Palantir, Lip-Bu, Trump, and tariffs to the latest in GPT-5, they break down the key announcements and market shifts that are shaping the industry:    Tech Industry News and Analysis: Trump's tariff threats on semiconductors and chips. Apple's investment commitments in the US. Rumors about GPT-5 release and its potential impact.   Intel Leadership Challenges: Trump's call for Intel CEO Lip-Bu Tan’s removal. Analysis of Intel's missed opportunities in the US chip manufacturing push.   Palantir's Meteoric Rise: Discussion of Palantir's market valuation and performance. Analysis of the company's government contracts and AI positioning.   Other Tech Company Performances: Lattice Semiconductor's positive market reception. IonQ's progress in quantum computing. Astera's growth and dependence on Nvidia.   Impact of AI on Knowledge Work: How advancements in AI, particularly with the release of GPT-5, could significantly impact knowledge-based industries and consulting firms.   Challenges for Chip Manufacturers: Various challenges faced by chip manufacturers, including Super Micro's underperformance and the potential impact on competitors like Dell and HPE in the AI server market. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.