# EP 297: AI Control, Compute Power, and the Fight for the Stack

Page: https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-297-ai-control-compute-power-and-the-fight-for-the-stack
Text version: https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-297-ai-control-compute-power-and-the-fight-for-the-stack.md
Podcast: [The Six Five with Patrick Moorhead and Daniel Newman](https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246)
Published: 2026-03-23T14:00:00+00:00
Episode link: https://sixfive.libsyn.com/ep-297-ai-control-compute-power-and-the-fight-for-the-stack
Audio file: https://traffic.libsyn.com/secure/sixfive/SFP_EP_297_V1.mp3?dest-id=1414016
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JSON: https://stenobird.com/v1/public/podcasts/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/episodes/ep-297-ai-control-compute-power-and-the-fight-for-the-stack
Duration seconds: 3286

## Resource

AI is becoming a scale and control business. On Episode 297 of The Six Five Pod, Patrick Moorhead and Daniel Newman examine the companies building the infrastructure, forming the alliances, and making the moves that will define who wins and who gets squeezed out. Control is shifting across compute, models, infrastructure, and enterprise distribution as NVIDIA, Microsoft, OpenAI, Meta, and others push to control the next phase of the AI market. The handpicked topics for this week are: NVIDIA's Full-Stack Push Gets Bigger: Following the GTC conference in San Jose, Pat and Dan break down how NVIDIA continues expanding beyond GPUs with Vera CPU, Dynamo, and a broader agentic AI stack designed to unify training, inference, orchestration, and enterprise-grade security. Microsoft, OpenAI, and Amazon Enter a New Phase of Tension: With Microsoft reportedly weighing legal action over OpenAI's growing AWS relationship, the discussion turns to exclusivity, multi-cloud strategy, and what happens when one of AI's most important alliances starts to crack. China, Compute, and the Geopolitics of AI Access: The hosts examine NVIDIA's reported H200 restart for China and what it says about export controls, policy pressure, and the global fight over advanced AI compute. Meta's $27B Infrastructure Agreement Signals the Real Race: Meta's latest infrastructure deal reinforces a central point of this episode, demand for AI capacity is still outrunning supply, and hyperscalers are moving aggressively to lock in long-term compute. OpenAI's Enterprise Push Raises Bigger Business Model Questions: As OpenAI leans harder into enterprise and eyes an eventual IPO, Pat and Dan unpack what this pivot says about monetization pressure, competitive positioning, and the need to prove a durable AI business m…

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