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Listen "The Six Five Pod | EP 284: From TPUs to Trillion-Dollar Pay: Google's Ironwood Launch, AMD, Qualcomm, AWS Deal and the Race for AI Compute"
Episode Synopsis
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: OpenAI signs a 7-year, $38B cloud deal with AWS to secure massive GPU capacity and diversify beyond Microsoft. Announced Nov 3 (Pat) https://x.com/PatrickMoorhead/status/1985358316592079054?s=20 https://x.com/PatrickMoorhead/status/1985352179444863072?s=20 U.S. to block Nvidia's scaled-down AI chips to China; Nvidia CEO says there are "no active discussions" to sell Blackwell there. Nov 7. (Dan) https://x.com/PatrickMoorhead/status/1986380431260815544?s=20 https://x.com/PatrickMoorhead/status/1985690392239513969?s=20 Microsoft's UAE Nvidia AI chip deal: Microsoft secured U.S. government approval to ship 60,000 Nvidia AI chips to the UAE, with a broader $9.7 billion contract for AI cloud services. (Dan) Google makes Ironwood TPUs generally available and adds new Axion Arm VMs for inference-heavy workloads. Announced Nov 6 (Pat) https://x.com/PatrickMoorhead/status/1986854566835748959?s=20 Kimi 2 Thinking costs $4.6M Dan https://x.com/PatrickMoorhead/status/1986930007554531470?s=20 Cheap MacBook (pat) https://x.com/PatrickMoorhead/status/1985774551318368696?s=20 Bulls & Bears Arm Earnings https://x.com/PatrickMoorhead/status/1986771536960008301 https://investors.arm.com/static-files/bde7f15e-4bc8-4524-a0e9-e016889b520d https://x.com/danielnewmanUV/status/1986203347439824919 AMD Earnings https://x.com/PatrickMoorhead/status/1985979219352908272 https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results https://x.com/danielnewmanUV/status/1985822986063266013 https://x.com/danielnewmanUV/status/1985835687309165063 https://x.com/danielnewmanUV/status/1985895752372289986 Qualcomm Earnings https://x.com/PatrickMoorhead/status/1986764581293977813 https://investor.qualcomm.com/news-events/press-releases/news-details/2025/Qualcomm-Earnngs-Release-Available-on-Companys-Investor-Relations-Website-c44bca3cf/default.aspx https://x.com/danielnewmanUV/status/1986185406744871045 Coherent Earnings https://x.com/PatrickMoorhead/status/1986774118985794034 https://www.coherent.com/news/press-releases/first-quarter-fiscal-year-2026-results https://x.com/danielnewmanUV/status/1986205975171190977 Lattice Semiconductor Earnings https://x.com/PatrickMoorhead/status/1985983349916143977 https://x.com/danielnewmanUV/status/1985475655241232529
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