{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure","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; The Decode US, Saudi tout new business deals at investment forum  https:\/\/www.reuters.com\/world\/middle-east\/saudi-crown-prince-seeks-burnish-image-with-corporate-americas-top-executives-2025-11-19\/ AMD, Cisco, and HUMAIN to form joint venture to deliver world-leading AI infrastructure  https:\/\/newsroom.cisco.com\/c\/r\/newsroom\/en\/us\/a\/y2025\/m11\/amd-cisco-and-humain-to-form-joint-venture-to-deliver-world-leading-ai-infrastructure.html Adobe, Qualcomm partner with Humain on generative AI for Middle East  https:\/\/www.reuters.com\/world\/middle-east\/adobe-qualcomm-partner-with-humain-generative-ai-middle-east-2025-11-19\/ Qualcomm to open engineering hub in Saudi Arabia, part of a series of AI deals in kingdom  https:\/\/finance.yahoo.com\/news\/qualcomm-to-open-engineering-hub-in-saudi-arabia-part-of-a-series-of-ai-deals-in-kingdom-180008935.html Elon Musk\u2019s xAI will be first customer for Nvidia-backed data center in Saudi Arabia  https:\/\/www.cnbc.com\/2025\/11\/19\/musks-xai-will-be-customer-for-nvidia-data-center-in-saudi-arabia.html Microsoft, Nvidia to invest in Anthropic as Claude maker commits $30 billion to Azure  https:\/\/finance.yahoo.com\/news\/anthropic-commits-30-billion-microsoft-150718625.html  https:\/\/blogs.nvidia.com\/blog\/microsoft-nvidia-anthropic-announce-partnership\/ https:\/\/x.com\/danielnewmanUV\/status\/1990802932602999149 https:\/\/x.com\/danielnewmanUV\/status\/1990822426884682020 https:\/\/x.com\/danielnewmanUV\/status\/1990865570242187267 Microsoft Ignite - Announcements  https:\/\/azure.microsoft.com\/en-us\/blog\/azure-at-microsoft-ignite-2025-all-the-intelligent-cloud-news-explained\/ https:\/\/x.com\/PatrickMoorhead\/status\/1990845768178282745 https:\/\/x.com\/PatrickMoorhead\/status\/1990859751006351461 https:\/\/x.com\/PatrickMoorhead\/status\/1990861596558774469 https:\/\/x.com\/danielnewmanUV\/status\/1990848107223933309?s=20 Google Gemini 3 Launch https:\/\/blog.google\/products\/gemini\/gemini-3\/ https:\/\/x.com\/danielnewmanUV\/status\/1990875878549512251 https:\/\/x.com\/PatrickMoorhead\/status\/1991150119891223015 Yann LeCun Leaving Meta  https:\/\/www.businessinsider.com\/meta-ai-yann-lecun-llm-world-model-intelligence-criticism-2025-11&amp;nbsp; Pat &amp;amp; Dan interview with Yann LeCun at last year\u2019s Davos: https:\/\/youtu.be\/0gmDufvWlWE&amp;nbsp; Cloudflare resolves outage that caused widespread internet disruptions, taking down X, ChatGPT for some users  https:\/\/www.yahoo.com\/news\/article\/cloudflare-resolves-outage-that-caused-widespread-internet-disruptions-taking-down-x-chatgpt-for-some-users-141316666.html OpenText World 2025 - Recap https:\/\/x.com\/PatrickMoorhead\/status\/1990806348393554203 https:\/\/x.com\/danielnewmanUV\/status\/1990805006661136469 Supercompute 2025 - Recap https:\/\/x.com\/danielnewmanUV\/status\/1991231108646678537?s=20 The Flip: Can Google unseat OpenAI as the new benchmark of AI? (The Flip) Bulls &amp;amp; Bears Delayed September report shows U.S. added 119,000 jobs, more than expected; unemployment rate at 4.4% https:\/\/www.cnbc.com\/2025\/11\/20\/jobs-report-september-2025.html Fed minutes show divide over October rate cut and cast doubt about December https:\/\/www.cnbc.com\/2025\/11\/19\/fed-minutes-october-2025.html Lenovo Earnings https:\/\/news.lenovo.com\/pressroom\/press-releases\/q2-fy-2025-26\/ NVIDIA Earnings  https:\/\/www.cnn.com\/2025\/11\/19\/tech\/nvidia-earnings-ai-bubble-fears https:\/\/x.com\/danielnewmanUV\/status\/1990526850171613211 https:\/\/x.com\/danielnewmanUV\/status\/1990538832295702574 https:\/\/x.com\/danielnewmanUV\/status\/1991156846900515130 https:\/\/x.com\/PatrickMoorhead\/status\/1991544029675135247?s=20 https:\/\/x.com\/PatrickMoorhead\/status\/1991540564794220778?s=20 Amazon Raises $15 Billion in First US Bond Sale in Three Years  https:\/\/finance.yahoo.com\/news\/amazon-kicks-off-first-us-132051192.html Databricks in talk to raise at $130B valuation  https:\/\/techcrunch.com\/2025\/11\/18\/databricks-reportedly-in-talks-to-raise-funding-at-a-130b-valuation\/ &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\/39129405\/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\/39129405"}