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

Published 9 months, 4 weeks ago
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

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

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