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Hae kanavan The Six Five with Patrick Moorhead and Daniel Newman vanhoja jaksoja.

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Patrick Moorhead and Daniel Newman break down a chaotic week that included Jensen Huang's debut on X in defense of open models, a new enterprise agentic reference blueprint from EY, NVIDIA, and LangChain, and a 24-hour market whiplash triggered by a hedge fund's forced liquidation into Citadel. The…
OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation accusations, …
Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for "The Flip" over whether custom silicon will capture the majority of AI workload dollars by 2028. The episo…
Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whethe…
NVIDIA mobilizes over $500 billion in third-party capital to finance AI infrastructure, Anthropic doubles down on data-center ownership and mandatory content watermarking, and Patrick Moorhead and Daniel Newman debate whether distributed AI at the edge is finally ready to accelerate, all on Ep. 315…
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Patrick Moorhead and Daniel Newman:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.