Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Cisco Gets AI Lift, All-In On DPUs

https://x.com/danielnewmanUV/status/1889786849536926064

https://x.com/PatrickMoorhead/status/1890121941169893739

https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx

https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches

https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/

DOGE & Tech Impact

https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/

https://x.com/PatrickMoorhead/status/1890028722193076526

https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump

https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html

https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/

https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450

Lattice Semi Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1889057474327777571

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024

https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html

Elon Makes A Play For OpenAI

https://x.com/danielnewmanUV/status/1888954766950281579

https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html

https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/

https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/

https://www.bbc.com/news/articles/cpdx75zgg88o

CAPEX Spending Still On A Tear (Told Ya')

https://x.com/danielnewmanUV/status/1888254807216881959

https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html

Intel Rising, But Why?

https://x.com/PatrickMoorhead/status/1890054026332418390

https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html

https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html

https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/

https://x.com/danielnewmanUV/status/1890141617539150324

JD Vance Lays Out US AI Case In Paris; Will EU Ever Change?

https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump

https://x.com/PatrickMoorhead/status/1889304155350618414

https://x.com/PatrickMoorhead/status/1889290891916927315

https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html

https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations

https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.