{"podcast":{"title":"The Six Five with Patrick Moorhead and Daniel Newman","slug":"the-six-five-with-patrick-moorhead-and-daniel-newman-1180246","podcast_index_feed_id":1180246,"rss_url":"https://sixfive.libsyn.com/rss","website_url":"https://futurumresearch.com","image_url":"https://static.libsyn.com/p/assets/3/2/8/a/328a56258f82f215d959afa2a1bf1c87/Podcast-Cover-20250314-p6jr6fy5bi.png","author":"Daniel Newman","episode_count":100,"summary":"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.","last_synced_at":"2026-06-24T04:20:41.730373+00:00","page_url":"https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246"},"episode":{"title":"EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure","slug":"ep-286-nvidia-earnings-market-reactions-and-the-future-of-ai-infrastructure","published_at":"2025-12-08T16:50:00+00:00","page_url":"https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-286-nvidia-earnings-market-reactions-and-the-future-of-ai-infrastructure","show_page_url":"https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246","url":"https://sixfive.libsyn.com/ep-286-nvidia-earnings-market-reactions-and-the-future-of-ai-infrastructure","audio_url":"https://traffic.libsyn.com/secure/sixfive/Six_Five_Podcast_286.mp3?dest-id=1414016","summary":"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: 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 https://www.reuters.com/world/middle-east/adobe-qualcomm-partner-with-humain-generative-ai-middle-east-2025-11-19/ Qualcomm to open engineering hub in Saudi Arabia, part of a series of AI deals in kingdom https://finance.yahoo.com/news/qualcomm-to-open-engineering-hub-in-saudi-arabia-part-of-a-series-of-ai-deals-in-kingdom-180008935.html Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia https://www.cnbc.com/2025/11/19/musks-xai-will-be-customer-for-nvidia-data-center-in-saudi-arabia.html Microsoft, Nvidia to invest in Anthropic as Claude maker commits $30 billion to Azure https://finance.yahoo.com/news/anthropic-commits-30-billion-microsoft-150718625.html https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/ https://x.com/danielnewmanUV/status/1990802932602999149 https://x.com/danielnewmanUV/status/1990822426884682020 https://x.com/danielnewmanUV/status/1990865570242187267 Microsoft Ignite - Announcements https://azure.microsoft.com/en-us/blog/azure-at-microsoft-ignite-2025-all-the-intelligent-cloud-news-explained/ https://x.com/PatrickMoorhead/…","meta_description":"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 handpi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3591,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/episodes/ep-286-nvidia-earnings-market-reactions-and-the-future-of-ai-infrastructure/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-six-five-with-patrick-moorhead-and-daniel-newman-1180246/ep-286-nvidia-earnings-market-reactions-and-the-future-of-ai-infrastructure.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}