Episode Details
Back to EpisodesEP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure
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 handpicked topics include:
The Decode
US, Saudi tout new business deals at investment forum
AMD, Cisco, and HUMAIN to form joint venture to deliver world-leading AI infrastructure
Adobe, Qualcomm partner with Humain on generative AI for Middle East
Qualcomm to open engineering hub in Saudi Arabia, part of a series of AI deals in kingdom
Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia
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://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
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