The Six Five with Patrick Moorhead and Daniel Newman

Patrick Moorhead and Daniel Newman
  • 4.0 (13)
  • TECH NEWS
  • UPDATED SEMIWEEKLY

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.

  1. 1H AGO

    EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race

    AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon's expanded role, AMD's $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded. The handpicked topics for this week are: OpenAI's $110B Funding Round & Amazon's $50B Commitment: OpenAI secured a $110B round backed by Amazon, NVIDIA, and SoftBank. Amazon committed $50B over eight years, including Tranium capacity, co-development, Bedrock integration, and custom model initiatives. Microsoft remains the exclusive API cloud provider, but the competitive cloud dynamics are shifting. Anthropic, the Pentagon & the AI Safety Line: Anthropic risks a $200M DoD contract over refusing to drop safety restrictions related to mass surveillance and automated weapons. Pat and Dan explore the ethics and competitive positioning of this, and what happens if another lab steps in. Model Distillation & IP Risk: Anthropic cited 24,000 fraudulent accounts generating 16 million interactions to distill model capabilities. The episode examines IP theft, enforcement gaps, and global competition. DeepSeek & NVIDIA Blackwell Reports: Recent reports suggest DeepSeek leveraged NVIDIA Blackwell chips. The hosts discuss export controls, enforcement realities, and whether this was ever realistically in doubt. Microsoft Sovereign Cloud Goes GA: Microsoft introduced full-stack Azure sovereign cloud capabilities with support for disconnected operations. Sovereignty, regulatory compliance, and latency management are becoming core enterprise and government requirements. AMD's $100B Meta AI Infrastructure Deal: AMD secured a massive multi-gigawatt inference-focused deal with Meta using MI450. The discussion centers on competitive dynamics with NVIDIA, scale-up architecture, and whether AMD can materially shift market share. Intel & SambaNova Alignment: Intel Capital invested in SambaNova's Series E. The hosts examine inference strategy, CPU resurgence, and how Intel rounds out its AI positioning while advancing its GPU roadmap. The Flip: Is SaaS Permanently Repriced? Are enterprise SaaS multiples structurally resetting due to AI agents and consumption models, or is the market misreading enterprise AI adoption speed? Nuance emerges around consolidation, consumption pricing, and the durability of complex enterprise platforms. Bulls & Bears: NVIDIA, Salesforce, Synopsys, Dell, Snowflake, IBM, Everpure, HP Strong earnings across several big tech companies met with mixed market reactions. Terminal value concerns, consumption transitions, stock-based compensation, and memory constraints shape sentiment more than raw performance. For a deeper dive into each topic, subscribe to The Six Five Pod so you never miss an episode.

    56 min

  2. FEB 23

    EP 293: AI Factories, Memory Crunch, and the Models vs Infrastructure Showdown

    AI momentum is accelerating, but real-world constraints are tightening. From hyperscaler infrastructure lock-ins and sovereign AI expansion to RAM shortages and enterprise AI pivots, Ep. 293 examines what truly determines leadership in the next phase of AI.   The handpicked topics for this week are: Meta & NVIDIA's Long-Term AI Infrastructure Partnership: Meta confirmed a deep infrastructure expansion across NVIDIA Blackwell and Rubin GPUs, Grace CPUs, and advanced networking. Pat & Dan discuss hyperscaler AI factories, overflow capacity strategies, and long-term compute commitments. Microsoft's Global South and Sovereign AI Expansion: As Microsoft continues major investment across India and emerging markets, the hosts explore sovereign cloud strategy, geopolitical positioning, and how global AI infrastructure buildouts shape long-term competitiveness. California AI Oversight and Regulatory Fragmentation Risk: State-level AI oversight initiatives raise concerns about a patchwork regulatory environment that could slow U.S. innovation relative to centralized global competitors. The HBM Memory Crunch and Long-Term Supply Constraints: High-Bandwidth Memory shortages continue to shape AI deployment timelines. Relief may not arrive until late this decade, with downstream impacts on data centers, PCs, and consumer devices. Infosys & Anthropic GSI Pivot to Enterprise AI Agents: Infosys partners with Anthropic to accelerate enterprise AI agent deployment. Hosts examine whether global systems integrators can pivot fast enough in an agent-driven economy. The Flip – Models vs Infrastructure Leadership: Is AI dominance determined by model quality or infrastructure scale? Pat & Dan debate whether gigawatts or algorithmic efficiency define long-term advantage. Bulls & Bears – Cyber, Power, EDA, SaaS & AI Infrastructure Plays: Earnings and market signals across Palo Alto Networks, Analog Devices, Cadence, ServiceNow, Dell, and Marvell highlight how execution, supply chains, and capital discipline matter in this cycle. Be sure to subscribe to The Six Five Pod so you never miss an episode.

    58 min

  3. FEB 16

    EP 292: Capital Flood, AI Disruption, and the Real Risks Ahead

    AI investment is accelerating at historic levels, but so are the questions. From trillion-dollar semiconductor forecasts and 100-year bonds to the debate over AI's impact on jobs, Ep. 292 explores whether we are witnessing a sustainable transformation or a systemic shock.   The handpicked topics for this week are: $650B+ AI CapEx Surge and the Bubble Debate: Hyperscalers are dramatically increasing infrastructure investment, raising questions about near-term returns versus long-term survival. Is this a bubble, or is it the cost of staying relevant in the AI era? Anthropic's Valuation, AI Acceleration, and Regulatory Pressure: Private market enthusiasm continues as Anthropic's valuation climbs and CEO Dario Amodei sounds alarms about AI's pace and societal readiness. At the same time, regulatory funding and lobbying activity intensify. AI and Job Displacement: The "All At Once" Flip Debate: A viral essay argues AI could upend white-collar work within years. The hosts debate whether integration, friction and regulatory industries will slow disruption, or whether society is underestimating the speed of change. The SaaS Rerating and Software Model Reset: With AI agents building workflows and coding environments evolving rapidly, markets are reassessing SaaS multiples. Is this a temporary repricing or a permanent structural shift? AI Infrastructure Financing: Alphabet's 100-Year Bond: The company's $31B debt raise, including a century bond tranche, signals long-term conviction in its infrastructure build-out. Demand has reportedly exceeded supply by multiples. Semiconductor Expansion and the Trillion-Dollar Forecast: Applied Materials highlights accelerating semi-cap demand, reinforcing projections that semiconductor spending could approach $1 trillion faster than previously expected. Energy and Data Center Constraints: As compute scales, power becomes the gating factor. Energy-linked data center plays are emerging as strategic infrastructure enablers.  Be sure to subscribe to The Six Five Pod so you never miss an episode.

    58 min

  4. FEB 10

    The Six Five Pod | EP 291: Davos to Abu Dhabi - Inference, Codex & the So-Called SaaSpocalypse

    The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they've explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft's Maia 200 inference push, to NVIDIA's $2B CoreWeave bet, OpenAI's Codex closing the coding gap, the "SaaSpocalypse" panic, Cisco's AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready. The handpicked topics for this week are: Inside Abu Dhabi's Full-Stack AI Play: From universities to healthcare to hyperscale infrastructure — Pat shares a firsthand perspective on how the UAE is quietly building an end-to-end AI ecosystem. Optics, Cooling, and the Hidden AI Infrastructure Layer: Why companies like Coherent matter as much as GPUs — and how photonics, co-packaged optics, and rack-level cooling are becoming critical to scaling AI factories. Inference Takes Center Stage: Microsoft's Maia 200 shows real progress — and why hyperscalers are building custom silicon to boost capacity, economics, and control. NVIDIA's $2B CoreWeave Bet Circular finance or strategic genius? We unpack what NVIDIA's latest investment signals about AI factories, cloud capacity, and long-term infrastructure buildout. Codex vs. Claude: The Coding Wars Heat Up: OpenAI closes the gap fast — and developers start hopping between tools as AI coding becomes a moving target. The "SaaSpocalypse" Narrative: Is software really dead? We separate market panic from reality — and explain why SaaS won't disappear, but will never be valued the same again. Cisco's AI Summit Reality Check: From hype to execution: what stood out from Cisco's AI Summit and why networking, security, and enterprise integration matter more than demos. Are AI Agents Enterprise-Ready? The Flip Debates: real-world workflows vs. reliability, governance, and security — where agents work today, and where they still fall short. Big Tech Earnings Whiplash: AWS, Google, Microsoft, Meta, NVIDIA, AMD, Palantir, and Coherent — massive CapEx, cloud acceleration, and what Wall Street is getting wrong about AI ROI.   Be sure to subscribe to The Six Five Pod so you never miss an episode.

    55 min

  5. JAN 19

    EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI Gamble

    Welcome 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 OpenAI's $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta's recent layoffs at Reality Labs, TSMC's strong quarterly earnings, and they share predictions for enterprise AI in 2026. The handpicked topics for this week are: Celebrating 100K Subscribers: Hosts open the special episode, celebrating 100,000 YouTube subscribers, thanking the audience and introducing the YouTube Creator Award. A montage of show highlights, including funny moments, diverse locations, shirtless episodes, and memorable guest appearances. Apple, Google, and the AI Race: Pat and Dan transition into news analysis: Apple's AI strategy, Gemini integration, CapEx, and the broader implications for device form factors AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing: Hosts discuss major AI chip deals, the future of custom vs. merchant silicon, and why heterogeneous compute architectures matter. Data Center Boom, Energy Constraints & U.S. vs. China: Exploring the exponential growth in data centers, energy supply/regulatory bottlenecks, and the U.S.-China competition on infrastructure. Meta Layoffs, Wearables, and Future of XR: Meta's Reality Labs layoffs and what it signals for the Metaverse, AI wearables, and the XR industry shift toward AI-powered augmentation. China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors: Analysis on China's restrictions on Nvidia H200 chips, sovereign innovation, and the "cat and mouse" of supply chains and government posturing. The Flip - Live Debate Custom vs. Merchant Silicon, Google, Apple: A special, in-person, rapid-fire debate segment with spicy Texas sausage and coin flips: custom silicon's rise, Google TPUs, Apple's semiconductor strategy. TSMC Earnings, AI Ecosystem, & Chip Market Trends: Macro discussion on TSMC's results, CapEx, implications for Nvidia, AMD, Apple, Intel, and the ongoing AI-led semiconductor boom. Infosys, GSIs, and the AI Implementation Curve: Hosts trade insights on Infosys' strong quarter, what it means for enterprise digital transformation, and the role of GSIs as AI reshapes services. 2026 Tech Predictions: Dan and Pat share predictions for enterprise AI, ROI, key AI milestones, and potential for AI-driven layoffs.   Be sure to subscribe to The Six Five Pod so you never miss an episode.

    47 min

  6. JAN 12

    EP 289: Infrastructure, Capital, and the Reality of AI Scale

    Patrick 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.com/company/thesixfive/   THE DECODE Enterprise AI moves from pilots to production https://siliconangle.com/2025/12/17/enterprise-ai-hpe-tackles-execution-problem-hpeaimomentum/ SiliconANGLE AI memory and infrastructure supply pressures https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/ Reuters Data center stocks and power bottlenecks in focus https://ts2.tech/en/data-center-stocks-week-ahead-dec-22-26-2025-ai-mega-deals-power-bottlenecks-and-export-control-risk-in-focus/ TechStock² AI capex boom meets power-grid bottlenecks https://ts2.tech/en/data-center-stocks-ai-capex-boom-meets-power-grid-bottlenecks-todays-news-and-2026-outlook-dec-20-2025/ TechStock² Tech executives share AI infrastructure insights https://siliconangle.com/2025/12/19/top-tech-executives-share-ai-insights-thecube/ SiliconANGLE AMD positions for massive compute growth in AI era https://www.techradar.com/pro/amd-ceo-welcomes-us-to-the-yottascale-era-lisa-su-says-ai-will-need-yottaflops-of-compute-power-soon TechRadar   THE FLIP China's power availability could redefine AI compute leadership https://www.businessinsider.com/elon-musk-china-ai-compute-exceed-electricity-power-2026-1 Business Insider Data center geography and sustainability challenges https://theweek.com/tech/data-center-locations-climate-water-energy-ai The Week   BULLS & BEARS AI stock momentum, Nvidia, Micron, and data-center arms race https://ts2.tech/en/ai-stocks-today-dec-26-2025-nvidias-groq-deal-chinas-hard-tech-push-and-the-global-data-center-arms-race/ TechStock² Cloud computing stocks outlook with AI demand https://ts2.tech/en/cloud-computing-stocks-outlook-dec-20-2025-ai-data-center-boom-powers-microsoft-amazon-alphabet-and-tests-oracle TechStock² AI infrastructure rebound amid memory demand and costs https://ts2.tech/en/data-center-stocks-today-micron-ignites-an-ai-infrastructure-rebound-as-oracle-funding-questions-and-power-grid-costs-loom-dec-18-2025/ TechStock² Cisco networking and AI infrastructure tailwinds https://ts2.tech/en/cisco-systems-csco-news-on-dec-25-2025-ai-networking-tailwinds-fy2026-forecasts-and-a-critical-email-security-zero-day/   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.

    1h 4m

  7. 12/22/2025

    EP 288: OpenAI's Valuation Debate, Marvell's Network Bets, and the Next Bottlenecks for AI Growth

    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 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.com/2025/12/17/democrats-data-centers-ai-fight  https://www.politico.com/news/2025/12/12/arizona-city-rejects-data-center-after-ai-lobbying-push-00688543 Marvell Industry Analyst Day highlights https://x.com/MoorInsStrat/status/2000359388264161710  Government "Tech Force" for AI Talent https://www.cnn.com/2025/12/15/tech/government-tech-force-ai  Google works to erode Nvidia's software moat (TPU + PyTorch + Meta) https://www.reuters.com/business/google-works-erode-nvidias-software-advantage-with-metas-help-2025-12-17/ Judge rules Tesla engaged in deceptive marketing for Autopilot and full self-driving features https://techcrunch.com/2025/12/16/tesla-engaged-in-deceptive-marketing-for-autopilot-and-full-self-driving-judge-rules/ Tesla tests autonomous vehicles without safety drivers in Austin, Tx https://techcrunch.com/2025/12/15/tesla-starts-testing-robotaxis-in-austin-with-no-safety-driver/  Adobe Firefly now supports prompt-based video editing, adds more third-party models https://techcrunch.com/2025/12/16/adobe-firefly-now-supports-prompt-based-video-editing-adds-more-third-party-models/ https://youtu.be/SjtULo8qs88?si=quE7pEptW8xph1OI  Google's Opal for vibe coding comes to Gemini https://techcrunch.com/2025/12/17/googles-vibe-coding-tool-opal-comes-to-gemini/ THE FLIP OpenAI - Tulip Bubble and Canary in the Coal mine or The Real AI Deal? https://x.com/danielnewmanuv/status/2001487733823541634?s=46&t=8QBZggR299yC4bcbbox-Xg https://x.com/danielnewmanuv/status/2001366643436315110?s=46&t=8QBZggR299yC4bcbbox-Xg BULLS & BEARS AI infrastructure stocks tumble on debt fears: Oracle, Broadcom, CoreWeave selloff https://www.cnbc.com/2025/12/16/cnbc-daily-open-ai-infrastructure-stocks-are-taking-a-beating.html  Recent Fed rate cut & speculation of another coming soon: https://x.com/danielnewmanUV/status/2001041850669404473 Oracle earnings (Q2) — CapEx reality check https://www.forbes.com/sites/greatspeculations/2025/12/18/whats-happening-with-oracle-stock/ https://finance.yahoo.com/news/oracle-plunges-12-despite-earnings-145626357.html Micron crushes earnings as AI data center demand tightens memory supply https://finance.yahoo.com/news/why-wall-street-expects-micron-183836008.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKf8aUugkk7hJbCnmiZWS2q5x1WWjD07AUywz6vzxnw6btX2iK0-aNmQBgg3sU67GWZXIKHz74cGnjnzZYeuBDv1A8_Rwp67iIKAtMI1A94LhJTRlcqdnN2_QYPWB_5ZTkO96ZSpFMjMsAwDUBf1yz-RIQnA-78Yk-zhD6VFqr- https://x.com/danielnewmanuv/status/2001404328997712349?s=46&t=8QBZggR299yC4bcbbox-Xg Broadcom earnings (Q4) — custom silicon tension https://finance.yahoo.com/news/broadcom-q4-earnings-beat-estimates-154300300.html Databricks raises $4B at $134B valuation as its AI business heats up https://techcrunch.com/2025/12/16/databricks-raises-4b-at-134b-valuation-as-its-ai-business-heats-up/ Smartphone Prices Set to Jump 6.9% as AI Data Centers Devour Memory Chips: The shortage of DRAM chips used in both AI servers and smartphones could threaten to cut smartphone shipments by 2.1%. To cope, some manufacturers may downgrade cameras, displays, and audio or reuse older components. https://www.cnbc.com/2025/12/16/smartphone-prices-to-rise-in-2026-due-to-ai-fueled-chip-shortage.html  Adobe Earnings https://finance.yahoo.com/news/adobe-q4-earnings-beat-estimates-145000488.html Synopsys Earnings https://finance.yahoo.com/news/synopsys-q4-earnings-surpass-estimates-153300031.html

    53 min

  8. 12/08/2025

    EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure

    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/status/1990845768178282745 https://x.com/PatrickMoorhead/status/1990859751006351461 https://x.com/PatrickMoorhead/status/1990861596558774469 https://x.com/danielnewmanUV/status/1990848107223933309?s=20 Google Gemini 3 Launch https://blog.google/products/gemini/gemini-3/ https://x.com/danielnewmanUV/status/1990875878549512251 https://x.com/PatrickMoorhead/status/1991150119891223015 Yann LeCun Leaving Meta https://www.businessinsider.com/meta-ai-yann-lecun-llm-world-model-intelligence-criticism-2025-11  Pat & Dan interview with Yann LeCun at last year's Davos: https://youtu.be/0gmDufvWlWE  Cloudflare resolves outage that caused widespread internet disruptions, taking down X, ChatGPT for some users https://www.yahoo.com/news/article/cloudflare-resolves-outage-that-caused-widespread-internet-disruptions-taking-down-x-chatgpt-for-some-users-141316666.html OpenText World 2025 - Recap https://x.com/PatrickMoorhead/status/1990806348393554203 https://x.com/danielnewmanUV/status/1990805006661136469 Supercompute 2025 - Recap https://x.com/danielnewmanUV/status/1991231108646678537?s=20 The Flip: Can Google unseat OpenAI as the new benchmark of AI? (The Flip) Bulls & Bears Delayed September report shows U.S. added 119,000 jobs, more than expected; unemployment rate at 4.4% https://www.cnbc.com/2025/11/20/jobs-report-september-2025.html Fed minutes show divide over October rate cut and cast doubt about December https://www.cnbc.com/2025/11/19/fed-minutes-october-2025.html Lenovo Earnings https://news.lenovo.com/pressroom/press-releases/q2-fy-2025-26/ NVIDIA Earnings https://www.cnn.com/2025/11/19/tech/nvidia-earnings-ai-bubble-fears https://x.com/danielnewmanUV/status/1990526850171613211 https://x.com/danielnewmanUV/status/1990538832295702574 https://x.com/danielnewmanUV/status/1991156846900515130 https://x.com/PatrickMoorhead/status/1991544029675135247?s=20 https://x.com/PatrickMoorhead/status/1991540564794220778?s=20 Amazon Raises $15 Billion in First US Bond Sale in Three Years https://finance.yahoo.com/news/amazon-kicks-off-first-us-132051192.html Databricks in talk to raise at $130B valuation https://techcrunch.com/2025/11/18/databricks-reportedly-in-talks-to-raise-funding-at-a-130b-valuation/

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About

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.

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