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Tag: GPU demand

The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
October 6, 2025

The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussMeta's $14 billion infrastructure deal with Core Weave, OpenAI's $6 billion agreement, and the ongoing debate...
The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
September 1, 2025

The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance....

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