On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!
Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the $500 billion Project Stargate, the competitive AI landscape, and infrastructural shifts in the era of AI.
On this episode, hosts Ron Westfall and Olivier Blanchard discuss DeepSeek R1, Galaxy Unpacked, and the potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.
Daniel Newman and Patrick Moorhead provide invaluable insights from Davos, highlighting the influential role of emerging technologies and strategic leadership in shaping the future. This episode is a must-listen for anyone interested in the intersection of technology and global trends.
Daniel Newman sees 2025 as the year of agentic AI with the ability to take AI and create and hyperscale your business by maximizing and automating processes. Daniel relays to Patrick Moorhead that there's about $4 trillion of cost that can be taken out of the labor pool to drive the future of agentics.