{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"EP 287: The AI Cloud Shake-Up: AWS\u2019s New Silicon, NVIDIA\u2019s Strategy & Apple\u2019s Innovation Question","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: THE DECODE AWS re:Invent - Recap https:\/\/aws.amazon.com\/blogs\/aws\/top-announcements-of-aws-reinvent-2025\/?sc_channel=sm&sc_publisher=TWITTER&sc_country=global&sc_geo=GLOBAL&sc_outcome=awareness&linkId=884155717 https:\/\/x.com\/PatrickMoorhead\/status\/1995522287374848501 https:\/\/x.com\/PatrickMoorhead\/status\/1995887913088024903 https:\/\/x.com\/PatrickMoorhead\/status\/1995892836135567462 https:\/\/x.com\/PatrickMoorhead\/status\/1995894725002609067 https:\/\/x.com\/PatrickMoorhead\/status\/1995899055176909140 https:\/\/x.com\/PatrickMoorhead\/status\/1995891537520341282 https:\/\/x.com\/danielnewmanUV\/status\/1995526650596032958 https:\/\/x.com\/danielnewmanUV\/status\/1995886428111466567 https:\/\/x.com\/danielnewmanUV\/status\/1995886972917956992 https:\/\/x.com\/danielnewmanUV\/status\/1995890114850160839 https:\/\/x.com\/danielnewmanUV\/status\/1995890899575050436 https:\/\/x.com\/danielnewmanUV\/status\/1995891581241754056 https:\/\/x.com\/FuturumEquities\/status\/1995889087304401066 AWS & Google Collaboration on Multicloud Networking https:\/\/cloud.google.com\/blog\/products\/networking\/aws-and-google-cloud-collaborate-on-multioud-networking https:\/\/x.com\/PatrickMoorhead\/status\/1995490114013987115 https:\/\/x.com\/PatrickMoorhead\/status\/1995495191374131705 https:\/\/x.com\/PatrickMoorhead\/status\/1995495197141295182 AWS announces new capabilities for its AI agent builder https:\/\/techcrunch.com\/2025\/12\/02\/aws-announces-new-capabilities-for-its-ai-agent-builder\/?  Amazon previews 3 AI agents including \u201cKiro\u201d that can code on its own for days https:\/\/techcrunch.com\/2025\/12\/02\/amazon-previews-3-ai-agents-including-kiro-that-can-code-on-its-own-for-days\/?  Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap https:\/\/techcrunch.com\/2025\/12\/02\/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap\/  Amazon to let cloud clients customize AI models midway through training for $100,000 a year https:\/\/www.cnbc.com\/2025\/12\/02\/amazon-nova-forge-lets-clients-customize-ai-models-for-100000-a-year.html Nvidia News NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design https:\/\/nvidianews.nvidia.com\/news\/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design https:\/\/x.com\/PatrickMoorhead\/status\/1995485878186308079 Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations https:\/\/www.cnbc.com\/2025\/12\/03\/nvidias-jensen-huang-talks-chip-controls-with-trump-hits-regulation.html Apple Design Executive Alan Dye Poached by Meta in Major Coup https:\/\/www.bloomberg.com\/news\/articles\/2025-12-03\/apple-design-executive-alan-dye-poached-by-meta-in-major-coup https:\/\/x.com\/PatrickMoorhead\/status\/1996331399926988944?s=20 Microsoft denies report of lowering targets for AI software sales growth https:\/\/www.reuters.com\/technology\/microsoft-lowers-ai-software-sales-quota-customers-resist-new-products-2025-12-03\/ Original The Information article: https:\/\/www.theinformation.com\/articles\/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-products?utm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter https:\/\/x.com\/PatrickMoorhead\/status\/1996268011041472937?s=20 https:\/\/x.com\/danielnewmanUV\/status\/1996286385695981617?s=20 Marvell to acquire Celestial AI for as much as $5.5 billion https:\/\/www.cnbc.com\/2025\/12\/02\/mrvl-earnings-q3-2026-acquires-celestial-ai.html Why Intel\u2019s Onshore Chip Production Is So Important for U.S. Industrial Policy  https:\/\/moorinsightsstrategy.com\/analyst-insight-why-intels-onshore-chip-production-is-so-important-for-u-s-industrial-policy\/ MIS & TFG analysts at HPE Discover in Barcelona (Dave, Will Townsend, Ryan Shrout) https:\/\/www.linkedin.com\/feed\/update\/urn:li:activity:7402028871396790272\/  THE FLIP The Flip: Is the Trump Administration\u2019s Pivot to Robotics a Smart Next Move After AI?  https:\/\/x.com\/danielnewmanUV\/status\/1996221671028777041?s=20   BULLS AND BEARS November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports https:\/\/www.cnbc.com\/2025\/12\/03\/adp-jobs-report-november-2025-private-payrolls-unexpectedly-fell-by-32000-.html Marvell Earnings https:\/\/investor.marvell.com\/news-events\/press-releases\/detail\/999\/marvell-technology-inc-reports-third-quarter-of-fiscal-year-2026-financial-results https:\/\/x.com\/danielnewmanUV\/status\/1995989717943537943?s=20 https:\/\/x.com\/PatrickMoorhead\/status\/1996616081000087747?s=20 Salesforce Earnings https:\/\/www.cnbc.com\/2025\/12\/03\/salesforce-crm-q3-earnings-report-2026.html https:\/\/x.com\/danielnewmanUV\/status\/1996328491659542667?s=20 https:\/\/x.com\/PatrickMoorhead\/status\/1996620195062837565?s=20 HPE Earnings https:\/\/investors.hpe.com\/~\/media\/Files\/H\/HP-Enterprise-IR\/documents\/q4-2025\/q4-2025-earnings-press-release.pdf https:\/\/finance.yahoo.com\/news\/hpe-forecasts-weak-quarterly-revenue-211059252.html Dell Earnings https:\/\/www.nasdaq.com\/press-release\/dell-technologies-delivers-third-quarter-fiscal-2026-financial-results-2025-11-25 Pure Storage Earnings https:\/\/www.nasdaq.com\/articles\/pstg-q3-earnings-lag-despite-solid-revenues-stock-upbeat-view https:\/\/x.com\/PatrickMoorhead\/status\/1996623201607020695?s=20 Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI https:\/\/www.cnbc.com\/2025\/12\/03\/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html https:\/\/x.com\/danielnewmanUV\/status\/1996044632871010316?s=20   ","author_name":"The Six Five with Patrick Moorhead and Daniel Newman","author_url":"https:\/\/futurumresearch.com","html":"