EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

This week on The Six Five Podcast, Patrick Moorhead and Daniel Newman are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are:

 

1. Market and Economic Updates: Discussion of the first trade deal between the UK and US. Analysis of tariff reductions and remaining trade barriers, and the implications for tech companies and services taxes.

 

2. Tech Company Earnings and Performance: @AMD's strong quarterly results, particularly in the datacenter and gaming sectors. @ARM's record-breaking quarter with $1 billion in revenue and Coherent, Lattice, and Astera Labs' recent performances and future prospects.

 

3. AI and Enterprise Technology Trends: @ServiceNow's Knowledge conference highlights and strategic direction. @IBMTechnology’s IBM Think event insights and the company's positioning in the AI market.

 

4. Regulatory and Policy Development: Reversal of AI diffusion laws and potential implications. Debate on the effectiveness of technology export controls.

 

5. Tech Stock Market Performance: Quick overview of tech stock performance and market reactions to earnings reports.

 

6. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.