Ep. 245: We are Live! Talking Meta, NVIDIA, Qualcomm, AMD, Intel

10/01/2025 56 min
Ep. 245: We are Live! Talking Meta, NVIDIA, Qualcomm, AMD, Intel

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Episode Synopsis

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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.    Welcome to this week's edition of "The 6-5." I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Meta Goes Community Notes, Eliminates Moderators https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes/ https://www.nbcnews.com/tech/social-media/meta-ends-fact-checking-program-community-notes-x-rcna186468 https://www.cnn.com/2025/01/07/tech/meta-censorship-moderation/index.html https://www.nytimes.com/2025/01/07/business/meta-community-notes-x.html   NVIDIA Outlines Its Next Big Strategic Opportunity Beyond Datacenter AI https://x.com/danielnewmanUV/status/1877017274038816880 https://x.com/PatrickMoorhead/status/1876462528664093040 https://x.com/PatrickMoorhead/status/1876465642569924951 https://x.com/PatrickMoorhead/status/1876480309363085709 https://x.com/danielnewmanUV/status/1876741533841625561 https://x.com/danielnewmanUV/status/1876470717010883010 https://x.com/danielnewmanUV/status/1876479043039887824   NVIDIA Widens Enterprise Software Mote With Agents https://x.com/PatrickMoorhead/status/1876472310800220521 https://x.com/PatrickMoorhead/status/1876465642569924951 https://x.com/danielnewmanUV/status/1876470717010883010 https://x.com/danielnewmanUV/status/1876479043039887824   NVIDIA Gets Into Developer Desktops: A Notebook Pipe-Cleaner? https://x.com/PatrickMoorhead/status/1876483206100468026 https://x.com/danielnewmanUV/status/1876466691695366274 https://finance.yahoo.com/video/ces-2025-huang-unveils-nvidia-020000890.html   Qualcomm Expands Auto Empire & Lowers PC Entry Price Points https://www.qualcomm.com/news/releases/2025/01/qualcomm-brings-industry-leading-ai-innovations-and-broad-collab https://www.yahoo.com/tech/snapdragon-x-chip-qualcomm-targets-160000403.html https://www.fool.com/investing/2025/01/09/qualcomms-budget-pc-chips-dont-solve-its-biggest-p/   AMD Goes Big With Dell & Targets Apple M4 With Max https://x.com/PatrickMoorhead/status/1876351468292436168 https://x.com/PatrickMoorhead/status/1876353826976104883 https://x.com/danielnewmanUV/status/1876349164411637791   Intel Reiterates Go-Forward Strategic Priorities https://x.com/PatrickMoorhead/status/1876311455420793340 https://x.com/PatrickMoorhead/status/1876331758805016850 https://x.com/danielnewmanUV/status/1876391430601720015 https://x.com/danielnewmanUV/status/1876308195851080058   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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