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 AWS re:Invent - Recap https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/?sc_channel=sm&sc_publisher=TWITTER&sc_country=global&sc_geo=GLOBAL&sc_outcome=awareness&linkId=884155717 https://x.com/PatrickMoorhead/status/1995522287374848501 https://x.com/PatrickMoorhead/status/1995887913088024903 https://x.com/PatrickMoorhead/status/1995892836135567462 https://x.com/PatrickMoorhead/status/1995894725002609067 https://x.com/PatrickMoorhead/status/1995899055176909140 https://x.com/PatrickMoorhead/status/1995891537520341282 https://x.com/danielnewmanUV/status/1995526650596032958 https://x.com/danielnewmanUV/status/1995886428111466567 https://x.com/danielnewmanUV/status/1995886972917956992 https://x.com/danielnewmanUV/status/1995890114850160839 https://x.com/danielnewmanUV/status/1995890899575050436 https://x.com/danielnewmanUV/status/1995891581241754056 https://x.com/FuturumEquities/status/1995889087304401066 AWS & Google Collaboration on Multicloud Networking https://cloud.google.com/blog/products/networking/aws-and-google-cloud-collaborate-on-multioud-networking https://x.com/PatrickMoorhead/status/1995490114013987115 https://x.com/PatrickMoorhead/status/1995495191374131705 https://x.com/PatrickMoorhead/status/1995495197141295182 AWS announces new capabilities for its AI agent builder https://techcrunch.com/2025/12/02/aws-announces-new-capabilities-for-its-ai-agent-builder/?  Amazon previews 3 AI agents including "Kiro" that can code on its own for days https://techcrunch.com/2025/12/02/amazon-previews-3-ai-agents-including-kiro-that-can-code-on-its-own-for-days/?  Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/  Amazon to let cloud clients customize AI models midway through training for $100,000 a year https://www.cnbc.com/2025/12/02/amazon-nova-forge-lets-clients-customize-ai-models-for-100000-a-year.html Nvidia News NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design https://x.com/PatrickMoorhead/status/1995485878186308079 Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations https://www.cnbc.com/2025/12/03/nvidias-jensen-huang-talks-chip-controls-with-trump-hits-regulation.html Apple Design Executive Alan Dye Poached by Meta in Major Coup https://www.bloomberg.com/news/articles/2025-12-03/apple-design-executive-alan-dye-poached-by-meta-in-major-coup https://x.com/PatrickMoorhead/status/1996331399926988944?s=20 Microsoft denies report of lowering targets for AI software sales growth https://www.reuters.com/technology/microsoft-lowers-ai-software-sales-quota-customers-resist-new-products-2025-12-03/ Original The Information article: https://www.theinformation.com/articles/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-products?utm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter https://x.com/PatrickMoorhead/status/1996268011041472937?s=20 https://x.com/danielnewmanUV/status/1996286385695981617?s=20 Marvell to acquire Celestial AI for as much as $5.5 billion https://www.cnbc.com/2025/12/02/mrvl-earnings-q3-2026-acquires-celestial-ai.html Why Intel's Onshore Chip Production Is So Important for U.S. Industrial Policy  https://moorinsightsstrategy.com/analyst-insight-why-intels-onshore-chip-production-is-so-important-for-u-s-industrial-policy/ MIS & TFG analysts at HPE Discover in Barcelona (Dave, Will Townsend, Ryan Shrout) https://www.linkedin.com/feed/update/urn:li:activity:7402028871396790272/  THE FLIP The Flip: Is the Trump Administration's Pivot to Robotics a Smart Next Move After AI?  https://x.com/danielnewmanUV/status/1996221671028777041?s=20   BULLS AND BEARS November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports https://www.cnbc.com/2025/12/03/adp-jobs-report-november-2025-private-payrolls-unexpectedly-fell-by-32000-.html Marvell Earnings https://investor.marvell.com/news-events/press-releases/detail/999/marvell-technology-inc-reports-third-quarter-of-fiscal-year-2026-financial-results https://x.com/danielnewmanUV/status/1995989717943537943?s=20 https://x.com/PatrickMoorhead/status/1996616081000087747?s=20 Salesforce Earnings https://www.cnbc.com/2025/12/03/salesforce-crm-q3-earnings-report-2026.html https://x.com/danielnewmanUV/status/1996328491659542667?s=20 https://x.com/PatrickMoorhead/status/1996620195062837565?s=20 HPE Earnings https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q4-2025/q4-2025-earnings-press-release.pdf https://finance.yahoo.com/news/hpe-forecasts-weak-quarterly-revenue-211059252.html Dell Earnings https://www.nasdaq.com/press-release/dell-technologies-delivers-third-quarter-fiscal-2026-financial-results-2025-11-25 Pure Storage Earnings https://www.nasdaq.com/articles/pstg-q3-earnings-lag-despite-solid-revenues-stock-upbeat-view https://x.com/PatrickMoorhead/status/1996623201607020695?s=20 Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI https://www.cnbc.com/2025/12/03/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html https://x.com/danielnewmanUV/status/1996044632871010316?s=20  

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