The Six Five with Patrick Moorhead and Daniel Newman

Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) 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.

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The Six Five with Patrick Moorhead and Daniel Newman

Episodes (100)

Mon Jun 8th Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307
Mon Jun 1st IBM's $15B Day, Claude Opus 4.8, & Biggest Earnings Night of Spring 2026 | Ep. 306
May 23rd Google I/O Goes Full Stack, NVIDIA Prints $81B, and the SaaSpocalypse Debate Reaches Its Verdict | Ep. 305

The Six Five with Patrick Moorhead and Daniel Newman

Jun 8, 2026
57¼ minutes
93 MB

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its...

The Six Five with Patrick Moorhead and Daniel Newman

Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307

Patrick Moorhead and Daniel Newman

00:00 -57:13