AI's biggest builders signed their own permission slip at the White House. The money moved elsewhere: Copilot now bills by the task, Synopsys proved AI chip design still runs on EDA, and Micron is earning 87% margins on memory it can't make fast enough.
@PatrickMoorhead and
@danielnewmanUV debate whether the new AI accord means anything. $MSFT $SNPS $MU $AMD
Tune into Ep. 322 of The Six Five Pod:
00:00 - Introduction
05:47 - White House convenes AI leaders on safeguards
13:02 - Microsoft's new Copilot: is this the one that sticks?
20:50 Synopsys brings OpenAI and Amazon into AI-native chip design
29:40 - New models from Anthropic, OpenAI, and Google
32:09 - AMD's $8.2B World Labs bet
37:07 - The Flip: Will the White House AI accord solve real problems?
46:10 - Synopsys raises guidance and adds a $1B buyback
48:46 EDA's terminal value and a growing chip design market
49:25 - HPE's networking Investor Day
53:50 - Micron's record quarter
1:01:40 - Accenture's 16% jump and outcome-based bookings
1:06:41 Next week: IBM Analyst Day and Marvell Investor Day