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.
