{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"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","description":"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\u2019s handpicked topics include:&amp;nbsp; &amp;nbsp; 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&amp;nbsp; https:\/\/x.com\/PatrickMoorhead\/status\/1985352179444863072?s=20&amp;nbsp; U.S. to block Nvidia\u2019s scaled-down AI chips to China; Nvidia CEO says there are \u201cno active discussions\u201d to sell Blackwell there. Nov 7. (Dan) https:\/\/x.com\/PatrickMoorhead\/status\/1986380431260815544?s=20&amp;nbsp; https:\/\/x.com\/PatrickMoorhead\/status\/1985690392239513969?s=20&amp;nbsp; Microsoft\u2019s 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&amp;nbsp; Kimi 2 Thinking costs $4.6M Dan&amp;nbsp; https:\/\/x.com\/PatrickMoorhead\/status\/1986930007554531470?s=20&amp;nbsp; Cheap MacBook (pat) https:\/\/x.com\/PatrickMoorhead\/status\/1985774551318368696?s=20&amp;nbsp; Bulls &amp;amp; Bears Arm Earnings&amp;nbsp; 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&amp;nbsp; 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&amp;nbsp; 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&amp;nbsp; 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&amp;nbsp; https:\/\/x.com\/PatrickMoorhead\/status\/1985983349916143977 https:\/\/x.com\/danielnewmanUV\/status\/1985475655241232529 &amp;nbsp; ","author_name":"The Six Five with Patrick Moorhead and Daniel Newman","author_url":"https:\/\/futurumresearch.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/38986520\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/38986520"}