Shows
The Six Five with Patrick Moorhead and Daniel NewmanEP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI GambleWelcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple's ongoing AI challenges and the strategy behind its latest collaboration with Google's Gemini. They break down Op...
2026-01-1947 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 289: Infrastructure, Capital, and the Reality of AI ScalePatrick Moorhead and Daniel Newman explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are increasingly determining who can scale intelligent systems, featuring an exclusive "Off The Record" conversation with Martin Casado, GM of the Infrastructure fund at a16z (Andreessen Horowitz). Follow the hosts: https://x.com/PatrickMoorhead https://x.com/danielnewmanUV Follow the guest: https://x.com/martin_casado Follow on X: https://x.com/sixfivemedia Follow on LinkedIn: https://www.linkedin...
2026-01-121h 03The Six Five with Patrick Moorhead and Daniel NewmanEP 288: OpenAI's Valuation Debate, Marvell's Network Bets, and the Next Bottlenecks for AI GrowthOn 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: THE DECODE Big Funding Headline: OpenAI's reported mega-round and valuation https://www.reuters.com/technology/openai-discussed-raising-tens-billions-valuation-about-750-billion-information-2025-12-18/ https://x.com/danielnewmanUV/status/2001366643436315110 https://x.com/danielnewmanUV/status/2001362761247527174 https://x.com/PatrickMoorhead/status/2001267663490646200 https://techcrunch.com/2025/12/17/amazon-reportedly-in-talks-to-invest-10b-in-openai-as-circular-deals-stay-popular/ AWS "Circular deal" / Corporate venture logic AI build-out constraints https://www.theverge.com/news/846696/electricity-cost-ai-data-center-democrat-investigation https://www.axios...
2025-12-2252 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 286: NVIDIA Earnings: Market Reactions and the Future of AI InfrastructureOn 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: The Decode US, Saudi tout new business deals at investment forum https://www.reuters.com/world/middle-east/saudi-crown-prince-seeks-burnish-image-with-corporate-americas-top-executives-2025-11-19/ AMD, Cisco, and HUMAIN to form joint venture to deliver world-leading AI infrastructure https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m11/amd-cisco-and-humain-to-form-joint-venture-to-deliver-world-leading-ai-infrastructure.html Adobe, Qualcomm partner with Humain on generative AI for Middle East
2025-12-0859 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 287: The AI Cloud Shake-Up: AWS's New Silicon, NVIDIA's Strategy & Apple's Innovation QuestionOn 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: THE DECODE AWS re:Invent - Recap https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/?sc_channel=sm&sc_publisher=TWITTER&sc_country=global&sc_geo=GLOBAL&sc_outcome=awareness&linkId=884155717 https://x.com/PatrickMoorhead/status/1995522287374848501 https://x.com/PatrickMoorhead/status/1995887913088024903 https://x.com/PatrickMoorhead/status/1995892836135567462 https://x.com/PatrickMoorhead/status/1995894725002609067 https://x.com/PatrickMoorhead/status/1995899055176909140
2025-12-0558 minThe Six Five with Patrick Moorhead and Daniel NewmanThe Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU ShortagesOn 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: AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility. SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and...
2025-11-171h 01The Six Five with Patrick Moorhead and Daniel NewmanThe Six Five Pod | EP 284: From TPUs to Trillion-Dollar Pay: Google's Ironwood Launch, AMD, Qualcomm, AWS Deal and the Race for AI ComputeOn 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: OpenAI signs a 7-year, $38B cloud deal with AWS to secure massive GPU capacity and diversify beyond Microsoft. Announced Nov 3 (Pat) https://x.com/PatrickMoorhead/status/1985358316592079054?s=20 https://x.com/PatrickMoorhead/status/1985352179444863072?s=20 U.S. to block Nvidia's scaled-down AI chips to China; Nvidia CEO says there are "no active discussions" to sell Blackwell there. Nov 7. (Dan) https://x...
2025-11-111h 04The Six Five with Patrick Moorhead and Daniel NewmanEP 283: Mag 7 Earnings: Meta's Capex, AWS Comeback, NVIDIA GTC 2025, and Apple's iPhone MissOn 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: Key Takeaways from NVIDIA GTC and Infrastructure Build-Out: Jensen Huang's keynote delivery. Nvidia's co-architecture approach to power systems, water systems, and manufacturing. Partnerships with Vertiv, Siemens, and GE Vernova for infrastructure development. Key partnership announcements from NVIDIA to build seven supercomputers, competing with AMD's dominance. OpenAI and Microsoft Partnership Restructuring: Microsoft's $12-13 billion investment for 50/50 partnership structure. Renegotiation allowing OpenAI...
2025-11-031h 07The Six Five with Patrick Moorhead and Daniel NewmanEP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech's Stock Market RollercoasterOn 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 Tech Industry Updates: OpenAI launches a new browser called Atlas. AWS experiences significant outages affecting half of the Internet. Google announces a quantum breakthrough and deals with Anthropic. 800 public figures call for a superintelligence ban. Earnings Reports and Market Analysis: Tech's latest earnings season begins. Hosts discuss IBM, Intel, Tesla, SAP, and T-Mobile earnings. ...
2025-10-271h 02The Six Five with Patrick Moorhead and Daniel NewmanEP 281: Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud RaceOn 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: Market Turbulence and Geopolitical Tensions: Discussion of recent market volatility triggered by comments from world leaders. The hosts analyze the impact of US-China tensions on rare earth elements and tech industries. Tech Industry Developments: Oracle's Financial Analyst Day 2025 and AI-focused announcements. Salesforce's Dreamforce event and the future of enterprise software. Semiconductor Industry Insights: TSMC's strong performance and...
2025-10-201h 02
The AI Forecast: Data and AI in the Cloud EraFueling the AI Future: Data, Deployment, and Tangible Outcomes with Patrick MoorheadThe future will not be decided by who experiments with AI first, but by who can operationalize it at scale - turning messy, fragmented data into trusted insights, deploying models seamlessly across hybrid environments, and delivering measurable business outcomes. To discuss, we’re joined by Patrick Moorhead, Founder, CEO and Chief Analyst at Moor Insights & Strategy.
He and host Paul Muller explore the importance of data quality, the impact of AI on various industries, and the need for effective data management strategies. Patrick shares insights from his extensive experience in technology and highlights the opportunities and challenges tha...
2025-10-1541 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key PlayersOn 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.
2025-10-131h 00The Six Five with Patrick Moorhead and Daniel NewmanEP 279: Government Shutdown Blues: Tech Impact and Economic UncertaintyOn 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 Focu...
2025-10-0651 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion BlueprintOn 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. TikTo...
2025-09-2948 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal UpdatesOn 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 bil...
2025-09-221h 02The Six Five with Patrick Moorhead and Daniel NewmanEP 276: Decoding Tech Giants: From Apple's Pivot to Oracle's AI Surge 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...
2025-09-1557 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate StrategyOn 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...
2025-09-0858 minThe Six Five with Patrick Moorhead and Daniel NewmanThe Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech EarningsOn 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) ...
2025-09-011h 04The Six Five with Patrick Moorhead and Daniel NewmanEP 273: Silicon Strategies: Government Stakes, AI Chips, and Market VolatilityOn 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. Ins...
2025-08-251h 01The Six Five with Patrick Moorhead and Daniel NewmanEP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry ShiftsOn 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...
2025-08-181h 19The Six Five with Patrick Moorhead and Daniel NewmanEP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry DisruptionIn 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. ...
2025-08-111h 13The Six Five with Patrick Moorhead and Daniel NewmanThe Six Five Pod | EP 270: Silicon Strategies: Intel's 14A Gambit and the Future of Chip ManufacturingOn this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news and earnings reports. They discuss Intel's foundry strategy, NVIDIA's chip sales to China, and recent earnings from major tech companies like Amazon, Microsoft, Meta, and Apple. Get their analysis of market trends, geopolitical factors affecting the tech sector, and the competitive landscape among industry giants. This week's handpicked topics include: Discussion of the EU's 40 billion Euro AI chip purchase agreement with the U.S.: A quick analysis of the practicality and implications of this deal. (Th...
2025-08-041h 07The Six Five with Patrick Moorhead and Daniel NewmanEP 269: From D.C. to Silicon Valley: Navigating the AI RevolutionOn 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: Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race Pat speaks on Winning the AI Race Event and "Trump's AI Roadmap" (The Decode) https://x.com/PatrickMoorhead/status/1947644571627757683 https://x.com/PatrickMoorhead/status/1948044849858437209
2025-07-2857 minThe Six Five with Patrick Moorhead and Daniel NewmanThe Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market SignalsOn 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: NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode) https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk https://x.com/danielnewmanUV/status/1945509802211254661 https://x.com/PatrickMoorhead/status/1945089356022096361 https://x.com/PatrickMoorhead/status/1945049406199226857 https://x.com/PatrickMoorhead/status/1945049728141447261 https://x.com/danielnewmanUV/status/1944939965953011869 https://x.com/danielnewmanUV/status/1945084756619571695 https://x...
2025-07-211h 02The Six Five with Patrick Moorhead and Daniel NewmanEP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets 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: X and xAI News https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/ https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html https://x.com/lindayaX/status/1942957094811951197 Apple/META/OpenAI Talent War & Exits https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000 https://x.com/danielnewmanUV/status/1942350275437813777 https://www.wired.com/story/openai-new-hires-scaling/ https://x.com/danielnewmanUV/status/1942721860166353287...
2025-07-1450 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud SurgeOn 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: Amazon's 1 million robot milestone https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model AI job losses and economic impacts https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/ https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/ Intel Foundry Updates https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/ Tesla robotaxis: Game-changing or overhyped? https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a...
2025-07-071h 08The Six Five with Patrick Moorhead and Daniel NewmanEP 265: Will AI Take Your Job? Plus Intel's Quiet Transformation & AMD's Opportunity in the AI Chip RaceCould AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week's handpicked topics include: Intro: Recent events, including HPE Discover and the Six Five Summit Amazon's Announcement About Workforce Re...
2025-06-301h 01The Six Five with Patrick Moorhead and Daniel NewmanEP 263: NVIDIA's Big Week, The iPhone Made in America Debate, and the China Chip CrunchIt'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 St...
2025-06-021h 10The Six Five with Patrick Moorhead and Daniel NewmanEP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise TechIn 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.
2025-05-261h 10The Six Five with Patrick Moorhead and Daniel NewmanEP 261: AI's Global Surge: From Middle East Deals to Data Center DisruptionJoin 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 un...
2025-05-1948 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARMThis 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 c...
2025-05-1257 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global CompetitionTough 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 a...
2025-05-0552 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent WeekBuckle 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...
2025-04-2144 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw"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 a...
2025-04-1454 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy ChallengeIs 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 Qu...
2025-04-0752 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 255: From Intel to Innovation: Pat Gelsinger's New VenturesFrom 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, e...
2025-03-3147 minThe Six Five with Patrick Moorhead and Daniel NewmanEP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler ChallengeHosts 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 t...
2025-03-2457 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 253: Navigating Market Volatility: Tech Moves and Looming TariffsOn 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 T...
2025-03-1742 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & TechLeading 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 ...
2025-03-0752 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, MicrosoftLeading 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...
2025-02-2148 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AILeading 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...
2025-02-1456 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, CoherentLeading 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
2025-02-0754 minThe Six Five with Patrick Moorhead and Daniel NewmanBeyond the Numbers: Jim Anderson on Coherent's Next Chapter - Six Five MediaWant 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 emp...
2025-02-0620 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAPLeading 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
2025-01-3148 minThe Six Five with Patrick Moorhead and Daniel NewmanJeetu Patel on Driving Digital Transformation at Cisco - The View From DavosThe 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 prov...
2025-01-3113 minThe Six Five with Patrick Moorhead and Daniel NewmanExploring Lenovo's Globalization and AI Strategies - The View From DavosCould 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 u...
2025-01-3015 minThe Six Five with Patrick Moorhead and Daniel NewmanDavos 2025 in a Nutshell: AI, Energy, and OptimismDavos 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 dec...
2025-01-3009 minThe Six Five with Patrick Moorhead and Daniel NewmanAntonio Neri Discusses Hewlett Packard Enterprise's Future - The View From DavosThere's no question – AI is top of mind for businesses and governments alike and the focus is shifting from infrastructure to implementation & value derivation. Patrick Moorhead and Daniel Newman were joined by Hewlett Packard Enterprise's President & CEO, Antonio Neri, last week in Davos. In their conversation, Neri emphasizes HPE's commitment to making technology equitable and sustainable, their strategic positioning in AI, and the role of hybrid cloud in AI applications. Tune in as they cover 👇 Sovereign AI initiatives by various governments HPE's edge-to-cloud platform, GreenLake and partnerships with companies like NVIDIA and Juniper to de...
2025-01-2813 minThe Six Five with Patrick Moorhead and Daniel NewmanExploring the Future of Technology with LogicMonitor's CEO - The View From DavosWith an upcoming raise close to $1B LogicMonitor must be doing a few things right, right? Get the download straight from LogicMonitor's Chief Executive Officer Christina Crawford Kosmowski and hosts Patrick Moorhead and Daniel Newman at the WEF in Davos.They discuss the future landscape of technology and how LogicMonitor is prioritizing innovation while making sure systems work as they should. Get their take on: AI as the dominant theme at this year's WEF LogicMonitor's recent $800M funding round and an exciting new partnership with OpenAI How LogicMonitor is helping organizations...
2025-01-2811 minThe Six Five with Patrick Moorhead and Daniel NewmanThe View from Davos with Cisco's Chuck RobbinsCisco CEO Chuck Robbins gives us his state of the market from Davos. Learn what he is saying below ⬇️ Patrick Moorhead, Daniel Newman, and Chuck spoke about, wait, you guessed it…. #AI, but Chuck connected the dots on its transformative nature from infrastructure to security. Plus, we got the scoop on the future of Agentic AI and Cisco's ongoing transformation. Specifically learn: How AI is driving Cisco's evolution: From infrastructure to security, Cisco is integrating AI across its portfolio The next frontier of Agentic AI: Imagine a network administrator that's an AI agen...
2025-01-2707 minThe Six Five with Patrick Moorhead and Daniel NewmanInsights from Infosys's EVP Anand Swaminathan - The View From Davos2024 was a great year for AI awareness building. Infosys EVP Anand Swaminathan, Infosys EVP, believes 2025 will be a pivotal year for organizations to unlock the true potential of AI to drive meaningful impact. Host Patrick Moorhead gets his thoughts on this and more on The View From Davos. Tune in as they discuss ⤵️ AI driving product reimagination and process simplification across industries Infosys's approach to innovation and how it's shaping the future of business Small Language Models (SLMs) are gaining traction for business-specific purposes Creating a culture of innovation and embracing AI within large organizations Utilizing AI to drive tan...
2025-01-2512 minThe Six Five with Patrick Moorhead and Daniel NewmanThe View from Davos with AccuWeather's Dr. Joel N. MyersAI is accelerating everything…including energy demand and climate change? Patrick Moorhead and Daniel Newman are at WEF25 where they're joined by AccuWeather's Dr. Joel N. Myers, Founder and Executive Chairman for this installment of The View From Davos. Dr. Myers shares insights on the critical role of weather forecasting in global decision-making and climate change adaptation strategies. Tune in for these key takeaways: How much we can expect the rise of AI to increase energy demand in the next 10+ years Fusion energy? Why it could be the ultimate solution but its wi...
2025-01-2414 minThe Six Five with Patrick Moorhead and Daniel NewmanThe View from Davos with Groq's Jonathan Ross🔥 Did you know? Groq is rivaling giants like Google Gemini and Amazon Bedrock in LangChain's API usage! Daniel Newman & Patrick Moorhead catch Groq CEO Jonathan Ross to get his take on AI's exponential growth and why Groq is poised to dominate the inference market. 🎧 Tune into this segment of The View From Davos for more on: AI's Exponential Growth: AI is evolving at an incredible pace, driven by the doubling of chips and transistors. Groq is uniquely positioned to capitalize on this with their data center-level approach Energy Efficiency: Groq's architecture uses 1...
2025-01-2407 minThe Six Five with Patrick Moorhead and Daniel NewmanThe View from Davos with Qualcomm's Cristiano AmonWhat's Qualcomm's CEO Cristiano Amon saying from Davos? He has great optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Find out why below ⬇ Hosts Daniel Newman and Patrick Moorhead are back with another interview on The View From Davos. They met up with Qualcomm's Cristiano Amon, President and Chief Executive Officer, to discuss the latest tech advancements and market trends observed at this year's WEF. Cristiano shares his valuable insights from the forum including his optimism for growth and the crucial role of collaboration between public-private partnerships in dr...
2025-01-2415 minThe Six Five with Patrick Moorhead and Daniel NewmanThe View from Davos with Meta's Yann LeCun – The Future of AI is Open and Human-Level IntelligentHow important is open source to the future of AI and are we at human-level intelligence yet? Patrick Moorhead and Daniel Newman are joined by Meta's Yann LeCun , VP & Chief AI Scientist for a conversation on the latest AI developments and insights from WEF25 in this segment of The View From Davos. Get their take on: - The importance of open source for accelerating AI development and - Going beyond LLMs: LeCun imagines future AI systems will understand the physical world, reason, plan, and have persistent memory - Th...
2025-01-2408 minThe Six Five with Patrick Moorhead and Daniel NewmanThe View from Davos with Fox Rothschild's Matthew KittayGet the download from Davos on AI, Regulation, and the Future of Business The convergence of finance, tech, government, and regulation is creating a pivotal moment placing AI, regulation, and the future of business at the forefront. Daniel Newman and Patrick Moorhead continue to bring exclusive WEF25 coverage with The View From Davos in this conversation with Fox Rothschild's Matthew Kittay, Partner; National Co-Chair, M&A Team. They share thoughts on the global economic outlook, key trends in mergers and acquisitions, and insights from the Davos meeting. Key Takeaways: AI's impact and the...
2025-01-2308 minThe Six Five with Patrick Moorhead and Daniel NewmanThe View from Davos with Workday CTO Jim StrattonThere's no question about it – AI is changing the workforce across entire industries and ecosystems. Can employers build trust while implementing AI? Patrick Moorhead and Daniel Newman are joined by Workday's Jim Stratton, Chief Technology Officer on this segment of The View From Davos, for a conversation on the transformative power of AI, responsible implementation, and the evolving landscape of work. Tune in as they cover: Key themes and technology trends emerging from Davos How Workday is contributing to the global technology landscape Jim Stratton's vision for the future of work an...
2025-01-2313 minThe Six Five with Patrick Moorhead and Daniel NewmanHow VCs Are Supporting AI & Sustainability - Helena Capital - The View From DavosHelena Capital aims to break barriers with its focus on female-led tech companies. Join Patrick Moorhead and Daniel Newman as they sit down with Sarah Antor, the powerhouse behind Helena Capital. Sarah isn't just another VC - she's leading the charge in a revolution that's reshaping the future of investment. 💥 Why this is a must-watch: AI & Sustainability Collide: Discover how Helena Capital is backing startups that are weaving AI and decarbonization technologies into the very fabric of global supply chains Female Founders Take Center Stage: Sarah reveals why investing in women-led businesses isn't jus...
2025-01-2310 minThe Six Five with Patrick Moorhead and Daniel NewmanTalking AI, Cybersecurity, Ransomware & Deepfakes with Check Point Software - The View From DavosWhen it comes to cybersecurity, AI may be a double-edged sword. You may be used to news reporters or journalists covering this big event, but we are here to go one step further, connecting the dots between tech, finance, and policy. Six Five Media's "The View From Davos" brings you slightly different perspectives & analysis from technology industry analysts, Patrick Moorhead and Daniel Newman. Today they are joined by Check Point Software President, Rupal Shah Hollenbeck, to talk on the evolving landscape of cybersecurity, focusing on current threats like AI, ransomware, and deepfakes. ...
2025-01-2211 minThe Six Five with Patrick Moorhead and Daniel NewmanSix Five Connected: The Need For High-Density Storage in The Age of AIThe age of AI is here, and data is its fuel. But could storage limitations be holding us back? Conversations at SC24 explored this challenge diving into the SSD vs. HDD debate, and the latest advancements like Solidigm's 122TB SSD – a game-changer that can hold 4K copies of every '90s movie 2.6 times over! 🤯 Tune in for more on this critical piece of the AI race as Diana Blass, Patrick Moorhead, Keith Townsend break down the latest in solid-state drive technology and their importance in AI and big data landscapes with Solidigm's Avi Shetty and Dell Technologies' Geeta...
2025-01-2208 minThe Six Five with Patrick Moorhead and Daniel NewmanIBM's Rob Thomas on Generative AI, LLMs, and the Path to Value Creation at the World Economic Forum in Davos, Switzerland - The View from DavosNew insights from Davos ❄️ – the future of AI is about value creation. Has AI reached a pivotal point? IBM's Rob Thomas believes it's time to move beyond experimentation and to focus on generating real value with AI. Patrick Moorhead and Daniel Newman are joined by IBM's Rob Thomas, SVP, Software and Chief Commercial Officer, for a conversation on IBM's recent initiatives and his take on the future of AI in this installment of The View from Davos. Tune in as they cover ⤵️ IBM's strategic priorities and how they are shaping the future of...
2025-01-2216 minThe Six Five with Patrick Moorhead and Daniel NewmanThe Future of Work and Technology: Exclusive Insights from Davos, SwitzerlandCurious about what the technology industry analyst angle is at Davos? From AI and automation to sustainability and geopolitics, Six Five Media founders, Daniel Newman, CEO at The Futurum Group, and Patrick Moorhead, Founder & CEO at Moor Insights & Strategy, are on the ground at the World Economic Forum. They are capturing the key trends and insights shaping the future of business and technology, from a slightly different perspective than what you're used to. Watch the latest episode of this special coverage for exclusive interviews and analysis, focusing on the "re-ordering" of priorities like sustainability, agentic AI...
2025-01-2107 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 246: We are Live! Talking Microsoft, AI Regulations, Google, Meta, Lenovo, TSMCLeading 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: Microsoft Wants to Drive Enterprise Trial With Copilot Chat ...
2025-01-1849 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 245: We are Live! Talking Meta, NVIDIA, Qualcomm, AMD, IntelLeading 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: Meta Goes Community Notes, Eliminates Moderators https://about.fb...
2025-01-1056 minThe Six Five with Patrick Moorhead and Daniel NewmanDell's Innovative Approach with AI PCs - Six Five On The RoadDespite recent concerns about the overall AI PC market, Dell Technologies is proving that the future of this tech is more than just hype. Host Patrick Moorhead is with Jeff Clarke, Vice Chairman and Chief Operating Officer of Dell Technologies on this episode of Six Five On The Road. They discuss how Dell is bolstering its AI PC endeavors through strategic partnerships, and what future AI advancements might look like. Tune in for details on: AI PCs progressing from a "what if" to a reality. They discuss whether the AI PC era has commenced and...
2025-01-0620 minThe Six Five with Patrick Moorhead and Daniel NewmanUnlocking Cloud Efficiency: AWS Reveals AI-Driven Operations - Six Five at AWS re:InventThe cloud ops landscape is evolving at lightning speed ⚡ from simple web servers to serverless functions and now, the explosion of AI workloads. 🤯 Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Nandini Ramani, Vice President of Search and Cloud Ops, on this episode of Six Five On The Road at AWS re:Invent, for a conversation on AWS's latest innovations in cloud operations, spotlighting the integration of AI and machine learning to elevate efficiency and performance. Their discussion covers: The evolution of cloud operations challenges over the years and AWS's approa...
2024-12-3118 minThe Six Five with Patrick Moorhead and Daniel NewmanEp. 244: Talking NVIDIA, Arm & Qualcomm, Google, Chip Makers Under Trump, Salesforce, MicronLeading 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: Arm & Qualcomm Lawsuit In The Jury's Hands https://x...
2024-12-2058 minThe Six Five with Patrick Moorhead and Daniel NewmanA Roundtable Conversation with AWS Partner Award Winners - Six Five On the Road at AWS re:InventCelebrating the some of the best in ☁️ Hosts Daniel Newman and Patrick Moorhead sat down with Julia Chen, Vice President, AWS Partner Core, Specialists & Partners, and the winners of the AWS Partner Awards at AWS re:Invent! The impressive lineup of guests includes: JB McGinnis, US Lead Alliance Partner, Amazon/AWS, Deloitte Chris Wegmann, Senior Managing Director, Accenture James Beasley, Vice President, Cloud Engagement, Palo Alto Networks Tom Henderson, Global Channel & Alliances Lead, Wiz Bill Hustad, Senior Vice President, Global Partners & Alliances, Okta Tune in for their though...
2024-12-1922 minThe Six Five with Patrick Moorhead and Daniel NewmanToyota, AWS and Deloitte Discuss the Impact of Generative AI on The Automotive Market- Six Five On The Road at AWS re:InventGenerative AI is disrupting industries and automakers are not immune. Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Karthik Bharathy, Deloitte's Chris Jangareddy, and Toyota's Philip Ryan to discuss the transformative power of generative AI in the automotive industry, AWS's innovative technology like Amazon Bedrock and SageMaker, Deloitte's strategic incorporation of GenAI, and Toyota's strategic imperatives in AI that collectively drive enhanced customer experiences and increased market share. Get their insights on 👇 The impact of generative AI on customer buying decisions and its uptake across industries, highlighted by AWS innovations Key...
2024-12-1919 min
Prof G MarketsNvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick MoorheadScott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strategist of Moor Insights and Strategy, joins the show to break down the state of play in the chip industry. He explains how Intel lost its lead, discusses what makes Nvidia such a dominant company, and shares different investment opportunities in and around the semiconductor industry. Check out Prof G Markets in Spanish and Portuguese on Youtube. Order "The Algebra of Wealth,"...
2024-10-2452 min
Moor Insights & Strategy PodcastEp.31 of the MI&S Datacenter Podcast: Talking AMD UEC NIC & EPYC & MI300, OpenAI, Qualcomm, IBMWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! AMD Is Bringing Sexy Back To Networking https://x.com/WillTownTech/status/1844465726226301209 OpenAI o1 Is PhD Smart https://openai.com/index/learning-to-reason-with-llms/ Mo' Cores Mo' Cache - AMD PI https://www.amd...
2024-10-1254 minMoor Insights & Strategy PodcastEp. 30: MI&S Datacenter Podcast: Talking Infoblox, PensionDanmark, Intel, HPE, Google, Pure StorageWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Did Infoblox Crack The Code On Hybrid Multi-Cloud Management? https://x.com/WillTownTech/status/1839033352797495571 Qubits For Kroners https://www.pensiondanmark.com/en/press/news/2024/pensiondanmark-invests-in-the-supercomputers-of-the-future/ Intel Makes A Statement In The Datacenter h...
2024-09-2849 minMoor Insights & Strategy PodcastEp. 29 of the MI&S Datacenter Podcast - We're Talking Zscaler, AI, Broadcom, HPE, xAI, DellWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Zscaler's Strong Earnings Don't Land With Bubble Bears https://x.com/WillTownTech/status/1831782382854357010 AI Can Read Your Tongue https://www.forbes.com/sites/moorinsights/2024/09/04/say-ahh-to-ai-how-the-tongue-can-reveal-hidden-health-issues/ Broadcom Goes Back To The Future With VCF 9...
2024-09-0747 minMoor Insights & Strategy PodcastEp. 28: MI&S Datacenter Podcast: Talking Cisco, IBM, Dell & Nutanix, Black Hat USA 2024, AI, HPEWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Cisco 4Q Earnings & Leadership Shake-up https://x.com/WillTownTech/status/1824156801711083707 What Is An ML-KEM? https://research.ibm.com/blog/nist-pqc-standards Dell & Nutanix Get Serious-er https://www.linkedin.com/feed/update/urn:li...
2024-08-1753 minMoor Insights & Strategy PodcastEp.27 of the MI&S Datacenter Podcast: Talking CrowdStrike, AI, AMD, HPE & Juniper, Quantinuum, ArmWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! CrowdStrike IT Outage Post Mortem https://x.com/WillTownTech/status/1818628352749580549 AI Immunity Warriors https://www.news-medical.net/news/20240731/AI-reprograms-glioblastoma-cells-into-dendritic-cells-for-cancer-immunotherapy.aspx AMD Crushes The Datacenter With EPYC and MI300 https://www.linkedin.com...
2024-08-0349 minMoor Insights & Strategy PodcastEp.26 of the MI&S Datacenter Podcast: We're talking Juniper, Oracle, IBM, HPE, AWS, AIWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Juniper Claims The First AIOps Enablement Of WAN Routing https://investor.juniper.net/investor-relations/press-releases/press-release-details/2024/Juniper-Networks-Brings-Industrys-First-and-Only-AIOps-to-WAN-Routing-Delivering-AI-Native-Insight-for-Exceptional-Experiences/default.aspx Oracle Exadata Exascale Democratizes Enterprise Data Management https://siliconangle.com/2024/07/11/oracle-offers-shared-exadata-service-dramatically-lower-cost-full-instances/ I Double Decrypt Dar...
2024-07-2044 minMoor Insights & Strategy PodcastEp25: MI&S Datacenter Podcast: Talking HPE, AI, HPE & Pure Storage, Zscaler, Virtual Animals, OracleWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! HPE Discover 2024 Insights https://x.com/WillTownTech/status/1806074462627877031 AI For President https://www.nbcnews.com/tech/tech-news/ai-candidate-running-parliament-uk-says-ai-can-humanize-politics-rcna156991 HPE and Pure Storage Close Out Conference Season https://www.forbes.com/sites/moorinsights/2024/06/25/hpe-discover-bringing-ai-to-the-enterprise-in-a-consumable-way/ https://www.linkedin.com...
2024-06-2947 minMoor Insights & Strategy PodcastMI&S Insider Podcast: Applying a Platform-Based Approach to Data, Technology, Ecosystems, and AI at Unprecedented ScaleOn this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Marc Fredman, SVP, Chief Strategy Officer, CCC Intelligent Solutions. Technology is progressing at an accelerating rate, with previously unimaginable possibilities being unlocked daily through the power of cloud computing, artificial intelligence, wireless connectivity, and other innovations. But the way we think about technology, and how it can be maximally applied to elevate human experiences, has not kept up. Intelligent Experience from CCC Intelligent Solutions delivers the optimal, orchestrated outcome for any technological experience tailored to serve many individuals while balancing a wide variety...
2024-06-0427 minMoor Insights & Strategy PodcastEp24 of the MI&S Datacenter Podcast: Talking Nutanix, Dell, SB1047 , Microsoft, IBM, AI, EarningsWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Nutanix Is Moving & Shaking With Dell & Lenovo https://moorinsightsstrategy.com/research-notes/nutanix-and-dell-partner-for-hybrid-multi-cloud-solutions/ Dell Tech World Networking & Edge Updates https://x.com/WillTownTech/status/1792969229245001981 SB1047 Dangerous To AI https://legiscan.com/CA/text/SB1047/2023B1047 https://x.com...
2024-06-0142 minMoor Insights & Strategy PodcastEp23: MI&S Datacenter Podcast: Talking AI, Arm & AMD, RSA Conference, IBM, VDURA & HPE, MarvellWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! LAB Trains AI Like a Human https://arxiv.org/pdf/2403.01081 The Chip Market is Red Hot https://www.linkedin.com/feed/update/urn:li:activity:7194077690935611393/ https://www.led/update/urn:li:activity:7191206866511650816/ inkedin.com/fe RSA Conference 2024 Hig...
2024-05-1844 minMoor Insights & Strategy PodcastEp. 22 of the MI&S Datacenter Podcast: We're talking Cisco, Intel, Quantinuum, AMD, GoogleWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Cisco Launches Hypershield to Address AI Security https://x.com/WillTownTech/status/1780986288029462883 Intel Gaudi 3 for GenAI in the Enterprise https://www.forbes.com/sites/moorinsights/2024/04/16/intel-announces-gaudi-3-accelerator-for-generative-ai/?sh=6c3d2cae5857 A Volume of Millions https://www...
2024-04-2043 minMoor Insights & Strategy PodcastUntether AI and the AI Inference Acceleration Opportunity — MI&S Insider PodcastOn this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Chris Walker, the newly appointed CEO of Untether AI to talk about the inflection point we're seeing with AI. AI is experiencing a pivotal moment. With neural network compute loads increasing and companies now transitioning from training AI models to deploying them (inference), there is a need for an entirely new type of compute structure to deal with this seismic shift. Untether AI, born and based in an international hub of AI (Toronto), with a roster of Silicon Valley chip veterans, h...
2024-04-1128 minMoor Insights & Strategy PodcastEp.21: MI&S Datacenter Podcast: Fortinet, Broadcom, AI, NVIDIA, Nutanix & Cisco, Quantum ComputingWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Has Fortinet Established Itself with Secure Networking? https://x.com/WillTownTech/status/1775709723154944204 Has Broadcom Built the Semiconductor Development Model of the Future? https://www.forbes.com/sites/patrickmoorhead/2024/04/01/broadcom-scales-connectivity-and-performance-for-advanced-ai-workloads/?sh=304f0995631d You Can Make AI Dangerous...
2024-04-0638 min
Moor Insights & Strategy PodcastUnlocking the Unlimited Potential of Business CommunicationsOn this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Vlad Shmunis, Founder, Chairman, and CEO, to discuss RingCentral's 25-year journey. Their conversation explores: RingCentral's focus on transforming and revolutionizing business communications Their approach to AI and its power to augment business communications, drive deeper customer satisfaction and engagement, and enable workforces to reach new heights. RingCentral's unique approach to AI and how it is being infused across the product portfolio. Where the communications industry is headed and RingCentral's vision for the future
2024-03-2628 minMoor Insights & Strategy PodcastEp. 20 of the MI&S Datacenter Podcast: We're Talking Nile, NVIDIA, Qualcomm, Microsoft, Oracle, AIWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Nile Launches a Differentiated NaaS Offering https://x.com/WillTownTech/status/1770111234009952496?s=20 NVIDIA GTC 2024 Recap - Blackwell, NIMS, and Tools https://www.datacenterknowledge.com/hardware/nvidia-launches-next-generation-blackwell-gpus-amid-ai-arms-race Qualcomm On-Device AI & More https://www.forbes.com/sites/moorinsights/2024/03/12/qua...
2024-03-2335 minMoor Insights & Strategy PodcastEp19: MI&S Datacenter Podcast: Arm, IonQ, Cisco, Intel, Google, Fortinet, NVIDIA, AI AllianceWelcome to this week's edition of "MI&S Datacenter Podcast" I'm Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week's top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Arm Announces Third Generation of Neoverse https://www.linkedin.com/feed/update/urn:li:activity:7166188654426550273/ A Photon-Ion Cocktail https://ionq.com/news/ionq-achieves-critical-first-step-towards-developing-future-quantum-networks https://x.com/Moor_Quantum/status/1760763360511967357?s=20 Observability a Bright Spot in Cisco 2Q Ear...
2024-02-2446 minMoor Insights & Strategy PodcastWe're LIVE for Episode 16 of the MI&S Hot Desk PodcastWe are LIVE for Episode 16 of the Hot Desk Podcast with Moor Insights and Strategy's Patrick Moorhead and Melody Brue talking Zoho's ZohoDay24, ServiceNow's CRM ambitions, collaboration apps for Apple Vision Pro and Hot or Not?: SuperBowl ads before game time! Zoho's ZohoDay24 https://www.linkedin.com/posts/melodybrue_zohoday24-ceo-zohoday24-activity-7161244622659145729-vUkp?utm_source=share&utm_medium=member_desktop https://x.com/MelodyBrue/status/1755625320676217343?s=20 https://x.com/MelodyBrue/status/1755606376334991654?s=20 ServiceNow's CRM Ambitions https://www.forbes.com/sites/moorinsights/2024/02/06/servicenow-reports-fourth-quarter-and-full-year-2023-financial-results/ Collab Apps for Apple Visi...
2024-02-1125 min
The Social Work CaféWhy are social workers hanging out in public libraries?Social workers are being increasingly employed by public libraries. I am incredibly excited to learn more about this burgeoning field of practice. Joining me in
the café is the first library social worker in Texas, Patrick Lloyd. He has been writing and presenting on library social work for a number of years and has a
lot of wisdom to share. You will learn how library social work is taking form and how you can get involved.
Learn More
Patrick is more than happy for you to contact him via email: patrick.lloyd@u...
2023-04-1837 min
The Official Do Good Better PodcastTips for Connecting With Your Local Political Leaders with Moorhead's Laura Caroon | The Official Do Good Better Podcast #282Today's Five-Star Guest is Laura Caroon, Moorhead, Minnesota City Council Member and Director of Culture & Growth of Trive-Business Consulting of Fargo.Laura Caroon earned her BA in Religion and Studio Art from Concordia College. She is a great speaker and presenter and also a great Girl Scout Troop Leader. She enjoys reading, creating, spending time on the water, camping and laughing with her family and friends.Learn More About Laura: https://www.cityofmoorhead.com/government/mayor-city-council/my-council-membersMore About Trive- Business Consulting- https://www.triveculture.com/
2023-02-0932 minThe Official Do Good Better PodcastIgniting Enthusiasm Through Singing & Storytelling: The FM Opera | The Official Do Good Better Podcast #228Today's 5-Star Guest is Fargo-Moorhead Opera Relationship Director Shirley Leiphon. Shirley Leiphon joined Fargo-Moorhead Opera as Relationship Director in September 2015. Prior to that, Shirley most recently lived in Boston, MA where she held the position of Administrative Director for the Boston University Tanglewood Institute (BUTI) for 8 years and Associate Director for the Preparatory School at New England Conservatory for 2 years. Originally from Devils Lake, ND, she received her undergraduate degree from North Dakota State University in Music Education (Voice and Piano emphasis) and taught at Oak Grove Lutheran High School in Fargo, ND...
2022-08-0422 min
Filmfrühstück - Ein Toast auf den FilmDie Filmografie von Moorhead & Benson: Von Resolution bis Moon KnightSuperhelden und kein Ende! So gerne wir das MCU mögen, so sehr ärgern wir uns manchmal über seine Formelhaftigkeit. Doch mit Moon Knight zogen nun wie einst die Gallier zwei Regisseure aus, um den Reißbrett-Helden Widerstand zu leisten. Grund genug, uns in unserem Moorhead & Benson Podcast die Filmografie der beiden genauer anzuschauen. Was uns am Regie-Duo so fasziniert, erfahrt ihr in der neuen Folge des Filmfrühstücks.Moorhead & Benson Podcast: Rebellen ohne CrewJustin Benson und Aaron Moorhead: Bei diesen Namen gelangen Genre-Fans regelmäßig ins Schwärmen. Auch unsere Podcast-Crew bestehend aus Sascha un...
2022-05-191h 58
IndustrialSagePricefx: Patrick MoorheadPatrick Moorhead, CMO of Pricefx, returns to share about the evolution of digital pricing software, and where AI may be leading the industry.
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Danny:
– Hello and welcome to today’s IndustrialSage Executive Series. I am joined by Patrick Moorhead who is the chief marketing officer at Pricefx. Patrick, thank you so much for joining me again. This is a second—this is a follow-up interview from before, so thank you for joining me again.
Patrick:
– Than...
2022-01-3034 min
The AI for Sales PodcastIs AI The Real Deal? Using Artificial Intelligence To Optimize Sales With Patrick MoorheadArtificial intelligence has become a sort of buzzword in the business world today. Many companies claim to use AI, but is their AI the real deal? We talk about this and more in this episode as Chad Burmeister talks to Patrick Moorhead, CMO at Pricefx. Patrick and Chad discuss how AI is changing the way we do business and how it can help optimize marketing and sales practices. Tune in for more industry insights on the future of AI right here.Blog Post URL https://scalex.ai/resources/is-ai-the-real-deal-using-artificial-intelligence-to-optimize-sales-with-patrick-moorheadGuests● Patrick Moorhead (patrick.moorhead@pr...
2021-12-0533 min
OnBase: Smashing Sales and Marketing MisalignmentsEp. 238 | Brand Story Innovation Using Martech. Ft. Patrick MoorheadIn this episode, Patrick Moorhead discusses brand story innovation using Martech. He explains Rishad Tobaccowala’s concept of water vs. plumbing and how it draws a parallel to sales vs. marketing channels. He dives into the process of brand story innovation, novel ways for marketing and sales to work hand-in-hand, and strategies to implement buyer-friendly and sales-focussed marketing. Listen in!
Contact Patrick Moorhead| Follow us on LinkedIn.
2021-09-1545 min
AnalystANGLEPatrick Moorhead, Moor Insights | HPE Discover 2021Patrick Moorhead, Founder, President, & Principal Analyst, Moor Insights, talks with SiliconANGLE's Dave Vellante.
2021-06-2329 minIndustrialSagePricefx Executive Interview with Patrick MoorheadPatrick Moorhead of Pricefx has been at the forefront of marketing’s evolution for years– and now only due to COVID-19 are many companies finally digitizing…
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Danny:
All right, so for today’s IndustrialSage Executive Series Interview, I am joined by Patrick Moorhead, who is the Chief Marketing Officer of Pricefx. Patrick, thank you so much for joining me today remotely from Chicago.
Patrick:
Great to be here, thanks for having me, Danny.
Danny:
2020-05-1032 min
DataCentricLenovo Accelerate Day 2: Talking HCI & Software Defined with LenovoWe're podcasting live from Lenovo Accelerate in Orlando, and there are special guests!
Shekhar Mishra, Director of Product Marketing for Software Defined Datacenter at Lenovo, and Patrick Moorhead, founder and principal analyst at Moor Insights & Strategy join hosts Matt Kimball and Steve McDowell in an interesting and informative discussion of the impact of software-defined infrastructure, HCI, and cloud on enterprise IT.
The group talks about the value of a flexible infrastructure for enterprise IT, the forces behind the trend towards a software-defined infrastructure, the current market, and Lenovo's offerings in the space.
If...
2019-05-1419 min
Fortt KnoxNew Rules of the PC Market: A Practical Buying Guide, with Patrick MoorheadPatrick Moorhead of Moor Insights & Strategies joins on how to buy a PC in 2018.
Learn more about your ad choices. Visit megaphone.fm/adchoices
2018-10-0626 min
Feelin' FilmMinisode 45: Interview with The Endless Directors, Justin Benson and Aaron MoorheadIndie Directors Justin Benson and Aaron Moorhead are making a name for themselves with smart, strange, sci-fi, horror films that explore big ideas grounded in emotionally layered characters. Their latest film, The Endless, is available now on Blu-Ray and VOD after a brief theatrical run and is one of the best films of 2018 most have not seen yet. In this interview we talk with Benson and Moorhead about working as a director duo, the challenges and benefits of indie filmmaking, the universe their three films exist in, and we also hear what stories have emotionally impacted them. M...
2018-06-2649 min
Patrick Jones BaseballManager of the Fargo-Moorhead Redhawks Michael Schlact - 048A third round pick of the Texas Rangers out of High School, Michael Schlact was destined for the Big Leagues. Unfortunately, things didn't turn the way out as he hoped. Seven years in the minors he received the news that no player ever wants to hear. He was being released. After bouncing around Independent Baseball for a few years he hung up his spikes for turfs, he was now a coach. This past season he was named manager of the Fargo-Moorhead Redhawks in the American Association. His perspective of the game and how it shaped him as a person is...
2018-03-2029 min