The Official AWS Podcast is a podcast for developers and IT professionals looking for the latest news and trends in storage, security, infrastructure, serverless, and more. Join Simon Elisha and Hawn Nguyen-Loughren for regular updates, deep dives, launches, and interviews. Whether you’re training machine learning models, developing open source projects, or building cloud solutions, the Official AWS Podcast has something for you.
…
continue reading
Player FM - Internet Radio Done Right
Checked 6d ago
Added five years ago
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to The Six Five with Patrick Moorhead and Daniel Newman
The avforums podcast brings you the latest tech, movie and gaming news, plus special features, interviews and show reports from the world of audio visual home entertainment
…
continue reading
Daily cybersecurity news for practitioners. Vulnerabilities, defenses, threats, network security insight, research and more to make you sound smarter as you get to the office in the morning. New each weekday.
…
continue reading
Entrepreneurship empowers everyone
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
If you’re reading this, chances are you’re not an undecided voter. But if you don’t want Donald Trump to become president again, between now and November you’ll need to convince as many as you can to cast their ballot for Joe Biden. With the help of some of the smartest strategists, pollsters, and organizers in politics today, host Jon Favreau explores the minds of voters who will decide the 2024 election, and gives you everything you need to persuade the persuadables in your life. Season 4 ...
…
continue reading
Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
…
continue reading
America is divided, and it always has been. We're going back to the moment when that split turned into war. This is Uncivil: Gimlet Media's new history podcast, hosted by journalists Jack Hitt and Chenjerai Kumanyika. We ransack the official version of the Civil War, and take on the history you grew up with. We bring you untold stories about covert operations, corruption, resistance, mutiny, counterfeiting, antebellum drones, and so much more. And we connect these forgotten struggles to the ...
…
continue reading
Technical interviews about software topics.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Podcasts Worth a Listen
SPONSORED
T
The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
1 #683: Navigating the effect of AI on marketing jobs and the job market with Sue Keith, Landrum Talent Solutions 23:28
23:28 
Play Later 
Play Later 
Lists 
Like 
Liked23:28
Play Later
Play Later
Lists
Like
LikedMy guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, which has taken us on quite a roller coaster ride. Today we’re going to look at how marketing and communication execs are responding to the latest developments in the world while still needing to get their work done. To take a look at the latest here, I’d like to welcome back to the show Sue Keith, Corporate Vice President at Landrum Talent Solutions. About Sue Keith Sue Keith is Corporate Vice President at Landrum Talent Solutions. With deep expertise in navigating complex labor markets, Sue has a front-row seat to the evolving dynamics of marketing roles, hiring trends, and the broader implications of AI and economic uncertainty. RESOURCES Landrum Talent Solutions: https://www.landrumtalentsolutions.com https://www.landrumtalentsolutions.com This episode is brought to you by Landrum Talent Solutions, a national recruiting firm specializing in marketing and HR positions. https://www.landrumtalentsolutions.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Online Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrand Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…
The Six Five with Patrick Moorhead and Daniel Newman
Mark all (un)played …
Manage series 2645868
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
…
continue reading
119 episodes
Share
Mark all (un)played …
Manage series 2645868
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
…
continue reading
119 episodes
All episodes
×
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries 54:41
54:41 Play Later Play Later Lists Like Liked54:41
Play Later Play Later Lists Like LikedThe girls are fighting! From Microsoft's reorganization signaling the potential end of SaaS, the (un)surprising public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance, Pat and Dan cover it all! The handpicked topics for this week are: Breaking News and Market Trends : Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the Trump-Elon Musk public feud . Broadcom's new chip and its impact on AI infrastructure. Market Analysis and Earnings Reports : Overview of current market trends, including S&P 500 reaching 6,000. Examination of Tesla stock fluctuations. Analysis of Broadcom and HPE earnings reports. AI and Technology Developments : Global Foundries' $16 billion investment in US chip production Broadcom's Tomahawk 6 chip and its significance for AI infrastructure.HPE's AI revenue growth and enterprise market share. Navigating Industry Challenges : Discussion on the impact of political relationships on tech companies. Analysis of supply chain issues and their effect on earnings. Speculation on the future of physical devices and AI integration. Discussion on the potential impact of AI on job markets. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit 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.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch 1:10:38
1:10:38 Play Later Play Later Lists Like Liked1:10:38
Play Later Play Later Lists Like LikedIt’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include: NVIDIA Earnings Analysis : Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China. Key highlights for growth in the gaming, automotive, and networking segments. Pure Storage Earnings Review : Discussion of Pure Storage's revenue beat and ARR growth slowdown. Insights on the company's pivot towards AI-ready data solutions. Synopsys Earnings and China Impact : Analysis of Synopsys' earnings and the potential impact of new China restrictions. The company's suspension of guidance due to uncertainty in the Chinese market. HP and Dell Earnings Comparison: Contrasting HP's challenges in the consumer PC market with Dell's strong AI-driven growth. Plus a discussion on Dell's significant $12 billion AI-related orders and backlog. Coherent Investor Day Highlights : Overview of Coherent's investor day presentation and financial projections. - Discussion of the company's strategy in optical connectivity for AI and data centers. US Manufacturing of iPhones Debate : Patrick argues for the potential of US-manufactured iPhones while Daniel counters with challenges in supply chain, workforce, and cost considerations in this segment of “The Flip.” The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit 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.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech 1:10:34
1:10:34 Play Later Play Later Lists Like Liked1:10:34
Play Later Play Later Lists Like LikedIn this episode, Daniel Newman and Patrick Moorhead sit down with Jeetu Patel , President and Chief Product Officer at Cisco , to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are: AI and Industry Transformation : Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure. Microsoft Build Highlights: Comprehensive end-to-end development cycle offerings from Microsoft with a focus on Agentic Web and AI augmentation. Advancements in AI-assisted code development and security measures. Google I/O Announcements : Launch of AI mode in search and upgrades to various AI tools. Introduction of real-time translation in meetings. Discussion on Google's competitiveness in the AI space. Market and Economic Updates : Analysis of bond yields and auctions. Impact of potential new tariffs on EU trade. Discussion on Apple's manufacturing strategy and potential shift to US production. Earnings Highlights : Strong results from Palo Alto Networks and Snowflake. Lenovo's impressive growth, particularly evident in infrastructure solutions. Expectations for NVIDIA’s upcoming earnings report. Indications of strong AI demand and stable CapEx spending. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend. The Six Five Summit Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action. 👉 Register now: https://www.sixfivemedia.com/summit 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.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption 48:10
48:10 Play Later Play Later Lists Like Liked48:10
Play Later Play Later Lists Like LikedJoin your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are: Middle East Tech Investments and Partnerships : Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE. Qualcomm's Data Center Ambitions : Qualcomm's unexpected announcement of data center solutions. Analysis of Qualcomm's intellectual property and potential in the data center market. Comparison with competitors like AMD, Intel, and NVIDIA. Market Reactions to Middle East Deals : Stock rallies for tech companies involved in Middle Eastern partnerships. Notable gains for Supermicro, NVIDIA, AMD, and Palantir. Pat & Dan’s analysis of market valuations and investor sentiment. Cisco's AI Strategy and Financial Performance : Cisco's success in monetizing AI-related products and services. Double-digit revenue growth and exceeded AI revenue targets. Leadership changes and positioning for the "Age of AI.” AI's Impact on Information Workers : Debate on AI replacing most information workers. Arguments for AI's potential to automate various job functions and counterpoints highlighting the limitations and current challenges of AI implementation. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend. The Six Five Summit Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action. 👉 Register now: https://www.sixfivemedia.com/summit 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.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM 57:19
57:19 Play Later Play Later Lists Like Liked57:19
Play Later Play Later Lists Like LikedThis week on The Six Five Podcast, Patrick Moorhead and Daniel Newman are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are: Market and Economic Updates : Discussion of the first trade deal between the UK and US. Analysis of tariff reductions and remaining trade barriers, and the implications for tech companies and services taxes. Tech Company Earnings and Performance : @AMD's strong quarterly results, particularly in the datacenter and gaming sectors. @ARM's record-breaking quarter with $1 billion in revenue and Coherent, Lattice, and Astera Labs' recent performances and future prospects. AI and Enterprise Technology Trends : @ServiceNow's Knowledge conference highlights and strategic direction. @IBMTechnology’s IBM Think event insights and the company's positioning in the AI market. Regulatory and Policy Development : Reversal of AI diffusion laws and potential implications. Debate on the effectiveness of technology export controls. Tech Stock Market Performance : Quick overview of tech stock performance and market reactions to earnings reports. The Six Five Summit Preview : Teaser of high-profile speakers and AI-focused content. 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.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition 52:23
52:23 Play Later Play Later Lists Like Liked52:23
Play Later Play Later Lists Like LikedTough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome’s search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are: Google's Legal Challenges and Antitrust Issues : Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on consumer choice and competition. Apple's Legal Setback and Potential Criminal Charges : Analysis of the judgment against Apple's in the Epic lawsuit regarding app payment services. Insight into the judge's strong stance against Apple's non-compliance and the possible pursuit of criminal charges against its executives. Major Announcements from Nvidia and IBM : Overview of NVIDIA and IBM's significant investment announcements at the White House and a discussion on what these investments could mean for U.S. tech infrastructure and global competitiveness. Taiwan's Ruling on TSMC's Chip Production : Exploration of Taiwan's decision to keep TSMC's leading-edge chip production local and the potential geopolitical and economic impact of this ruling for global semiconductor supply chains. Intel's Foundry Day and 18A Variants : Insights into Intel's Foundry Day announcements, including updates on 18A variants, plus a look into Intel's strategy to attract major fabless customers and how this could affect the semiconductor industry. Six Five Summit Announcement : Announcement of the upcoming Six Five Summit, "AI Unleashed 2025" from June 16-19. The opening keynote will be delivered by Michael Dell, along with a lineup of other prominent speakers. Visit www.SixFiveMedia.com/summit for more information on the virtual event! For a more on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week 44:32
44:32 Play Later Play Later Lists Like Liked44:32
Play Later Play Later Lists Like LikedBuckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are: Tariff and Trade Policy Whipsaw : Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions. Intel's Strategic Moves : The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets. HPE and Activist Investor Involvement : Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations. China and Advanced Chip Sales Debate : Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies. Market Volatility and Banking Sector Performance : The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&A activity, within the context of the current economic climate. Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption. For more background on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw 54:43
54:43 Play Later Play Later Lists Like Liked54:43
Play Later Play Later Lists Like Liked"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including: Google Cloud Next & Enterprise AI : A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI adoption. Apple's Challenges with Tariffs : Analysis of Apple's vulnerability to US-China trade tensions and manufacturing relocation difficulties. A Market in Turmoil : The conversation delves into the recent market downturn, exploring the complex interplay of trade wars, economic uncertainty, and investor sentiment. The Tariff Tango : Is Trump's tariff strategy a 4D chess masterclass or a dangerous game of roulette? The hosts debate the potential consequences for the US economy and its global trading relationships. Big Tech's Balancing Act : Amidst the chaos, the long-term outlook for tech giants like the MAG7 is examined, considering their resilience, growth potential, and ability to capitalize on AI-driven efficiencies. 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.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge 52:11
52:11 Play Later Play Later Lists Like Liked52:11
Play Later Play Later Lists Like LikedIs this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are: Microsoft Copilot Consumer Announcements : A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants. Qualcomm's IoT Expansion : An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI. Intel Vision Event Recap : A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future. TSMC and Intel Partnership Rumors : A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications. Bulls and Bears: Market Volatility :An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility. AI's Power Consumption Problem and Solutions : An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge. 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.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures 47:58
47:58 Play Later Play Later Lists Like Liked47:58
Play Later Play Later Lists Like LikedFrom OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are: AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry. The OpenAI Valuation Debate : Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor enthusiasm and potential risks. Pat Gelsinger's Next Chapter : We sit down with Pat Gelsinger to discuss his new roles as Executive Chairman of Gloo and General Partner at Playground Global, delving into his passion for deep tech innovation and the future of faith-based technology. Semiconductor Sovereignty: Pat Gelsinger shares his views on the critical importance of US semiconductor manufacturing and the ongoing efforts to strengthen domestic supply chains. Powering the AI Revolution : The increasing power demands of AI, and the crucial need for more efficient computing architectures to sustain future growth. For a deeper dive into each topic, please click on the links above. Be sure to Six Five Media so you never miss an episode of The Six Five Pod.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge 57:18
57:18 Play Later Play Later Lists Like Liked57:18
Play Later Play Later Lists Like LikedHosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include: NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver? AI Chip Showdown: NVIDIA's dominance isn't going unchallenged. Hyperscalers are building their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive. Google's Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&A, or is it a regulatory minefield? MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction? SoftBank's AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech? Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs 42:46
42:46 Play Later Play Later Lists Like Liked42:46
Play Later Play Later Lists Like LikedOn 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: ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/ Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html TSMC's rumored joint venture in the U.S. https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/ Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html Adobe's record revenue but cautious guidance https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html AI trade and recession risks https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715 Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech 52:54
52:54 Play Later Play Later Lists Like Liked52:54
Play Later Play Later Lists Like LikedLeading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: MWC Wrap-Up https://x.com/PatrickMoorhead/status/1897644077958725984 https://x.com/PatrickMoorhead/status/1896980302494621856 https://x.com/PatrickMoorhead/status/1897271496063537479 https://x.com/PatrickMoorhead/status/1897260017260118242 https://x.com/PatrickMoorhead/status/1897275407956631987 https://x.com/PatrickMoorhead/status/1897315734075928768 https://x.com/PatrickMoorhead/status/1897324890929422364 https://x.com/PatrickMoorhead/status/1897327150585528503 https://x.com/danielnewmanUV/status/1897768085433495572 Salesforce Agentforce 2dx https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/ https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/ https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/ Broadcom Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897318547245662290 https://x.com/danielnewmanUV/status/1897759473483288852 https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/ https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html Marvell Q4FY25 Earnings https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/ https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html HPE Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897764313768825021 https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/ Tariffs Impact on Tech https://x.com/PatrickMoorhead/status/1897209988910551359 https://x.com/danielnewmanUV/status/1896605525221245318 https://x.com/danielnewmanUV/status/1896662541390241929 https://x.com/danielnewmanUV/status/1896903202827579696 https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828 https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates https://x.com/danielnewmanUV/status/1897768085433495572 TSMC and Intel Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft 48:20
48:20 Play Later Play Later Lists Like Liked48:20
Play Later Play Later Lists Like LikedLeading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: TSMC & Broadcom Eye Control Of Intel? https://x.com/PatrickMoorhead/status/1890534596305199444 https://x.com/PatrickMoorhead/status/1890754946821222816 https://x.com/PatrickMoorhead/status/1890577982206460078 https://x.com/PatrickMoorhead/status/1890754949845274750 https://x.com/danielnewmanUV/status/1891189011835727903 https://x.com/danielnewmanUV/status/1891902924634140900 https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9 https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b Lenovo Q3FY25 Earnings https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis . https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/ https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html What HP Acquiring Humane Means for AI https://x.com/danielnewmanUV/status/1891981440625369418 https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/ https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html Groking Grok-3 https://x.com/danielnewmanUV/status/1891845938404012528 https://x.com/danielnewmanUV/status/1891988379631239487 https://x.com/PatrickMoorhead/status/1891829617800982706 https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/ https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670 Apple iPhone 16e And Its New Modem https://x.com/danielnewmanUV/status/1892294426027823194 https://x.com/PatrickMoorhead/status/1892291469139996926 https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2 https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html Microsoft Majorana 1 Quantum https://x.com/danielnewmanUV/status/1892341026955596241 https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/ https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI 56:57
56:57 Play Later Play Later Lists Like Liked56:57
Play Later Play Later Lists Like LikedLeading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Cisco Gets AI Lift, All-In On DPUs https://x.com/danielnewmanUV/status/1889786849536926064 https://x.com/PatrickMoorhead/status/1890121941169893739 https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/ DOGE & Tech Impact https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/ https://x.com/PatrickMoorhead/status/1890028722193076526 https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/ https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450 Lattice Semi Q4FY24 Earnings https://x.com/danielnewmanUV/status/1889057474327777571 https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024 https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html Elon Makes A Play For OpenAI https://x.com/danielnewmanUV/status/1888954766950281579 https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/ https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/ https://www.bbc.com/news/articles/cpdx75zgg88o CAPEX Spending Still On A Tear (Told Ya') https://x.com/danielnewmanUV/status/1888254807216881959 https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html Intel Rising, But Why? https://x.com/PatrickMoorhead/status/1890054026332418390 https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/ https://x.com/danielnewmanUV/status/1890141617539150324 JD Vance Lays Out US AI Case In Paris; Will EU Ever Change? https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump https://x.com/PatrickMoorhead/status/1889304155350618414 https://x.com/PatrickMoorhead/status/1889290891916927315 https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent 54:46
54:46 Play Later Play Later Lists Like Liked54:46
Play Later Play Later Lists Like LikedLeading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Qualcomm Q1FY25 Earnings https://x.com/PatrickMoorhead/status/1887253686423863659 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1887256254361575534 https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected Arm Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1887253686423863659 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1887254976025727414 https://newsroom.arm.com/news/arm-q3-fye25-results https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973 AMD Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1886895779757088888 https://x.com/PatrickMoorhead/status/1886912623423230369 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1886892031294796102 https://x.com/danielnewmanUV/status/1886884498421268609 https://x.com/danielnewmanUV/status/1887116522285359533 https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html Amazon Q4FY24 Earnings https://x.com/danielnewmanUV/status/1887609783471226935 https://x.com/danielnewmanUV/status/1887608976373915721 https://x.com/danielnewmanUV/status/1887615023725306222 Alphabet Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1886889370315317435 https://x.com/PatrickMoorhead/status/1887113807580828016 https://x.com/danielnewmanUV/status/1886839409112191189 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1886884498421268609 IBM Investor Day https://x.com/danielnewmanUV/status/1886840970630873567 https://x.com/danielnewmanUV/status/1886841336592003541 https://x.com/danielnewmanUV/status/1886841702801187143 https://x.com/danielnewmanUV/status/1886842675468378178 https://x.com/danielnewmanUV/status/1886843221264707710 https://x.com/danielnewmanUV/status/1886844259132751968 https://x.com/danielnewmanUV/status/1886845332903866666 https://x.com/danielnewmanUV/status/1886846140424790053 https://x.com/danielnewmanUV/status/1886847808512167976 https://x.com/danielnewmanUV/status/1886850412361490904 https://x.com/danielnewmanUV/status/1886852003021668458 https://x.com/danielnewmanUV/status/1886840111746187533 https://x.com/danielnewmanUV/status/1886840111746187533 Coherent Q2FY25 Earnings https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media 20:06
20:06 Play Later Play Later Lists Like Liked20:06
Play Later Play Later Lists Like LikedWant to know more about Coherent’s quarterly results? Get the details directly from Coherent CEO, Jim Anderson , Hosts Patrick Moorhead and Daniel Newman share a conversation on the evolving dynamics at Coherent and their vision for the future in tech. Tune in as they cover 👇 Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success Building a winning culture: Jim emphasizes the critical role of cultural attributes in driving innovation and maintaining a competitive edge…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters 30:19
30:19 Play Later Play Later Lists Like Liked30:19
Play Later Play Later Lists Like LikedOn this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates , Keith Townsend , and Dion Hinchcliffe discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek. Their discussion covers: The factors contributing to IBM's current upswing and what it indicates about their strategic direction. Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery. An in-depth look into the DeepSeek technology, its implications, and why it's a topic of continuous interest.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters 31:39
31:39 Play Later Play Later Lists Like Liked31:39
Play Later Play Later Lists Like LikedOn this episode of the Six Five Webcast: Infrastructure Matters, hosts Camberley Bates , Keith Townsend , and Dion Hinchcliffe share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents. Their discussion covers: The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success. The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic. Details about Project Stargate, a massive $500 billion endeavor by leading tech firms aimed at pioneering advanced AI models to ensure US competitiveness on the global stage. The emergence of China's DeepSeek AI as a significant rival to the dominance of US-based AI initiatives.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance 9:24
9:24 Play Later Play Later Lists Like Liked9:24
Play Later Play Later Lists Like LikedMainframes are not only here to stay—they’re leading the way! This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪 But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨💻👩💻 Diana Blass is joined by subject matter experts from various companies including Broadcom , Interskill , The Linux Foundation , and The Futurum Group , for a conversation on how organizations are investing heavily in training and development programs to bridge the skills gap. Watch this episode of Six Five Connected for more on: Why mainframe skills are in high demand Open-source initiatives and hybrid cloud integrations keeping the technology at the forefront of innovation The evolution of mainframe technology and its importance in today's digital world Strategies shared by The Futurum Group to foresee industry trends and prepare the mainframe ecosystem for future challenges…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media 27:28
27:28 Play Later Play Later Lists Like Liked27:28
Play Later Play Later Lists Like LikedThe rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact? Six Five Media host Daniel Newman met with two industry leaders: Monica Batchelder , Chief Sustainability Officer, and Kirk Bresniker , Chief Architect of Hewlett Packard Labs and a Hewlett Packard Enterprise Fellow, both from Hewlett Packard Enterprise to discuss this critical topic. Tune in as they discuss ⤵️ • The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis • Holistic strategies for reducing the carbon footprint of AI deployments, including innovative data center designs and optimized operations • The vital role of future-proof initiatives that promote collaboration among governments, businesses, and society in pursuing sustainability. • Cutting-edge cooling technologies that are dramatically boosting energy efficiency in data centers. • The sustainability implications of edge computing, including both the challenges and opportunities related to energy usage.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP 48:39
48:39 Play Later Play Later Lists Like Liked48:39
Play Later Play Later Lists Like LikedLeading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: DeepSeek Panic or Joy? https://x.com/PatrickMoorhead/status/1882937702951379398 https://x.com/PatrickMoorhead/status/1883122284648624190 https://x.com/PatrickMoorhead/status/1883865746176156096 https://x.com/PatrickMoorhead/status/1883926761987260892 https://x.com/PatrickMoorhead/status/1883976154987872352 https://x.com/PatrickMoorhead/status/1883956139164831985 https://x.com/PatrickMoorhead/status/1883981761794941113 https://x.com/PatrickMoorhead/status/1883998475689562507 https://x.com/PatrickMoorhead/status/1884003102514426350 https://x.com/PatrickMoorhead/status/1884022614160728093 https://x.com/PatrickMoorhead/status/1884204733839106273 https://x.com/PatrickMoorhead/status/1884310526106427898 https://x.com/PatrickMoorhead/status/1884670408038752733 https://x.com/PatrickMoorhead/status/1884973348188217692 https://x.com/danielnewmanUV/status/1884627766135398784 https://x.com/danielnewmanUV/status/1884372146304213401 https://x.com/danielnewmanUV/status/1884264060213923916 https://x.com/danielnewmanUV/status/1883954747482243205 https://x.com/danielnewmanUV/status/1883994547715481823 https://x.com/danielnewmanUV/status/1883890084128211004 https://x.com/danielnewmanUV/status/1883930419529236623 https://x.com/danielnewmanUV/status/1883910247720665453 https://x.com/danielnewmanUV/status/1883731469056811102 https://x.com/danielnewmanUV/status/1883553089682067477 Azure Disappoints While AI Soars https://x.com/PatrickMoorhead/status/1884720577631707324 https://x.com/danielnewmanUV/status/1884732896193253850 https://x.com/danielnewmanUV/status/1884710180966867177 https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure IBM Up 12 Percent 😳 https://x.com/PatrickMoorhead/status/1884713446161473854 https://x.com/danielnewmanUV/status/1884718264363688395 https://finance.yahoo.com/news/why-ibm-stock-14-today-172603965.html https://www.barrons.com/articles/ibm-earnings-stock-price-2a003e02 Intel Resets Datacenter Roadmap https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html https://www.investing.com/news/stock-market-news/intel-reports-q4-earnings-beat-but-offers-weak-guidance-3841003 https://x.com/PatrickMoorhead/status/1885093188278362314 https://www.linkedin.com/posts/cnbc-overtime_shares-of-intel-moved-higher-after-beating-activity-7290845243422187520-hr7s?utm_source=share&utm_medium=member_desktop https://x.com/danielnewmanUV/status/1885090618176680019 ServiceNow Agents-Agents-Agents https://x.com/PatrickMoorhead/status/1884719256421441605 https://x.com/danielnewmanUV/status/1884716549862240402 https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2024-financial-results.html https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-q42024/ https://www.cio.com/article/3813359/servicenow-adds-ai-agent-orchestrator-studio-to-its-now-platform.html https://www.ciodive.com/news/ServiceNow-AI-agent-portfolio-enterprise-automation/738685/ SAP Rinse & Repeat https://news.sap.com/2025/01/sap-announces-q4-and-fy-2024-results/ https://finance.yahoo.com/news/saps-q4-earnings-revenues-y-124800410.html Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor 45:15
45:15 Play Later Play Later Lists Like Liked45:15
Play Later Play Later Lists Like LikedOn this episode of the Six Five Webcast: The 5G Factor, host Ron Westfall , along with analyst Olivier Blanchard , dive into the latest developments in the mobile and AI landscapes. They discuss DeepSeek R1, Galaxy Unpacked, and the prospects of operators like AT&T and Verizon using their real estate and AI infrastructure to monetize AI services are examined. Their discussion covers: The introduction of DeepSeek's R1 model, its impact on AI ecosystems, and the geopolitical considerations involving NVIDIA. Samsung's unveiling of new Galaxy devices aimed at enhancing AI mobile experiences. The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos 13:57
13:57 Play Later Play Later Lists Like Liked13:57
Play Later Play Later Lists Like LikedThe World Economic Forum is always a hotbed of ideas, and this year, the focus was squarely on AI 🎯 Daniel Newman and Patrick Moorhead caught up with Cisco ’s EVP & Chief Product Officer Jeetu Patel to get his thoughts on the event and his take on AI and the keys to unlocking economic growth. Tune in as they cover: Cisco's approach to innovation and product development The importance of hybrid and sovereign AI clouds & areas where Cisco can add unique value, like AI security Cisco’s role working with hyperscalers and providing solutions for both training and inferencing The future of work and collaboration technologies over the next 3-5 years is Agentic AI Strategies for leading in a hybrid work environment Jeetu Patel's vision for the technological future of Cisco…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Exploring Lenovo's Globalization and AI Strategies - The View From Davos 15:24
15:24 Play Later Play Later Lists Like Liked15:24
Play Later Play Later Lists Like LikedCould CEO's role in AI success be counterintuitive? Hear from Lenovo 's Global Solutions Group President, Ken Wong , as he chatted with Daniel Newman and Patrick Moorhead last week at the WEF in Davos, Switzerland. They discuss that strong leadership is essential in AI implementation but hands-on involvement may hinder progress. Catch this segment of The View From Davos as they cover👇 Lenovo's role in addressing global challenges and its journey in AI adoption The transition from experimenting with Gen AI to implementing and scaling these solutions for Lenovo's customers How Lenovo is using its own AI solutions to streamline processes, like contract negotiations, and sharing those learnings with customers The challenges and imperatives that CEOs and CIOs are currently facing Ken’s takeaways & highlights from Davos…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Davos 2025 in a Nutshell: AI, Energy, and Optimism 9:50
9:50 Play Later Play Later Lists Like Liked9:50
Play Later Play Later Lists Like LikedDavos 2025 was packed with ideas, inspiration, and crucial updates in tech.! The Swiss town was teaming with leaders from across tech, government, and finance converging to discuss the future. Catch Patrick Moorhead and Daniel Newman fresh off a week of incredible meetings and conversations as they share their thoughts on the key trends, innovations, and strategic outcomes from the event including 👇 AI is THE dominant theme: From CEOs to policymakers, everyone is focused on how AI will reshape our world. Sustainability takes center stage: Companies and governments are showing a genuine commitment to decarbonization and energy efficiency, with insightful discussions on the role of technology in achieving these goals. Optimism abounds: Despite global challenges, there's a sense of hope and excitement about the future, driven by innovation, deregulation, and a focus on growth.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 NTT R&D Forum 2024: A Showcase of Innovation Aimed at Creating a Better Future - Six Five Media 18:16
18:16 Play Later Play Later Lists Like Liked18:16
Play Later Play Later Lists Like LikedNTT is a top 15 global tech company with nearly $100B in revenue and 340K employees worldwide. What many people don’t realize is they’re much more than a telecom provider – they’re also a major player in enterprise IT services, data centers, and even renewable energy. Six Five Media is with Will Townsend , Vice President & Principal Analyst at Moor Insights & Strategy , as he sits down with with Vito Mabrucco , Global Chief Marketing Officer at NTT to digest the 2024 NTT R&D Forum held in Tokyo, Japan—a premier event that brings together top tier people, technologies, and research, fostering a sustainable society through innovation. Tune in to hear about 👇 Highlights from the NTT R&D Forum, emphasizing its role in uniting technology and research for sustainability Insights into IOWN INTEGRAL, an all-photonic network architecture An exploration of how the IOWN initiative is being implemented and its expected impact on networking and AI, illustrating NTT's commitment to innovation and sustainability How their tech can handle data-intensive applications like AI, especially where power consumption and efficiency are major concerns The strategic vision behind the R&D Forum and the IOWN initiative, highlighting NTT's pursuit of building a sustainable future through technological advancement Other R&D projects in the works, including: optical cryptographic circuits and non-invasive health monitoring technologies…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road 25:27
25:27 Play Later Play Later Lists Like Liked25:27
Play Later Play Later Lists Like LikedWhat’s the REAL cost of cyberattacks? 🚨Over 54% of enterprises have been attacked in the last 12-18 months, with breach costs averaging $5 MILLION. Futurum Group CEO, Daniel Newman , is joined by NetApp's GM of Data Services, Gagan Gulati , on this episode of the Six Five On The Road for a conversation on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY and the evolving cybersecurity threats necessitating new resilience strategies. Key topics include: The startling statistics from The NetApp – Futurum Group Cyber Resilience Study , including over 54% of enterprises experiencing cyber-attacks within the last 12-18 months and the significant impact on businesses. The crucial role of data classification in cyber resilience, with insights on how it affects the recovery capabilities of organizations. Strategies for addressing cyber-threats in hybrid multi-cloud environments, including the adoption of automated data discovery and unified security practices. The potential of AI-driven threat detection and the importance of full-stack recovery to enhance cyber resilience. Gagan Gulati's insights into NetApp’s perspective on dealing with tool sprawl, evolving threat landscapes, and strategizing for future cybersecurity challenges.…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters 34:34
34:34 Play Later Play Later Lists Like Liked34:34
Play Later Play Later Lists Like LikedOn this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates , Keith Townsend , and Dion Hinchcliffe discuss the latest industry moves, the federal government's stance on cybersecurity, Lenovo and NetApps initiatives, and more. Their discussion covers: Lenovo and NetApp's strategic initiatives and what these mean for the tech industry The federal government's latest directives on cybersecurity and how they impact businesses Dion Hinchcliffe's predictions for the tech industry, focusing on emerging trends and challenges The importance of collaboration between tech giants in shaping the future of technology How these developments affect enterprise technology decisions and the broader market landscape…
T
The Six Five with Patrick Moorhead and Daniel Newman
1 Boost Mobile, Cisco, Nokia, & More - Six Five Webcast: The 5G Factor 23:36
23:36 Play Later Play Later Lists Like Liked23:36
Play Later Play Later Lists Like LikedOn this episode of the Six Five Webcast: The 5G Factor, hosts Ron Westfall and Tom Hollingsworth delve into the significant 5G ecosystem developments that have marked the onset of 2025. They highlight Cisco's recent update on its strategic relationship with Boost Mobile, demonstrating how Cisco's Test Automation Framework and SDN controller, the Cisco Crosswork Network Controller, were crucial in testing new services and activating cell sites. This ensured Boost Mobile met its 5G deployment targets, while also evaluating the future prospects for Boost's parent company, Echostar/DISH Wireless, through 2025 and beyond. Their discussion covers: The impact of Cisco's Test Automation Framework and Cisco Crosswork Network Controller in facilitating Boost Mobile's 5G service deployment and site activation. An analysis of Echostar/DISH Wireless's future in the 5G space following the latest developments with Boost Mobile. Nokia's collaboration with the National Institute of Standards and Technology’s National Cybersecurity Center of Excellence to enhance 5G security, highlighting Nokia's commitment to address security and privacy challenges in mobile networks. The U.S. Department of Defense’s selection of Federated Wireless, subcontracting JMA Wireless for RAN infrastructure and HPE for core network software, to deploy its first commercial private 5G network. This move spotlights the growing business case for P5G across military installations.…
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Daily Deals
Similar to The Six Five with Patrick Moorhead and Daniel Newman
The Official AWS Podcast is a podcast for developers and IT professionals looking for the latest news and trends in storage, security, infrastructure, serverless, and more. Join Simon Elisha and Hawn Nguyen-Loughren for regular updates, deep dives, launches, and interviews. Whether you’re training machine learning models, developing open source projects, or building cloud solutions, the Official AWS Podcast has something for you.
…
continue reading
The avforums podcast brings you the latest tech, movie and gaming news, plus special features, interviews and show reports from the world of audio visual home entertainment
…
continue reading
Daily cybersecurity news for practitioners. Vulnerabilities, defenses, threats, network security insight, research and more to make you sound smarter as you get to the office in the morning. New each weekday.
…
continue reading
Entrepreneurship empowers everyone
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
If you’re reading this, chances are you’re not an undecided voter. But if you don’t want Donald Trump to become president again, between now and November you’ll need to convince as many as you can to cast their ballot for Joe Biden. With the help of some of the smartest strategists, pollsters, and organizers in politics today, host Jon Favreau explores the minds of voters who will decide the 2024 election, and gives you everything you need to persuade the persuadables in your life. Season 4 ...
…
continue reading
Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
…
continue reading
America is divided, and it always has been. We're going back to the moment when that split turned into war. This is Uncivil: Gimlet Media's new history podcast, hosted by journalists Jack Hitt and Chenjerai Kumanyika. We ransack the official version of the Civil War, and take on the history you grew up with. We bring you untold stories about covert operations, corruption, resistance, mutiny, counterfeiting, antebellum drones, and so much more. And we connect these forgotten struggles to the ...
…
continue reading
Technical interviews about software topics.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
