Patrick Moorhead
@PatrickMoorhead
Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Ex-AMD CVP & Fellow, Compaq and AltaVista dot-com bomb participant.
参加 May 2008
4.8K フォロー中 70K ファン
Pod is up!
Cloud growth is outrunning the cash that funds it.
@awscloud hit its fastest growth in five years as Amazon's free cash flow falls to -$42B. @Oracle expands beyond @NVIDIA, while @AnthropicAI's S-1 raises the stakes on a $2T valuation.
@PatrickMoorhead and @danielnewmanUV unpack the headlines on Ep. 325 of The Six Five Pod.
$ORCL $AMZN
Tune in:
00:00:00 - Introduction
00:03:42 - Anthropic S-1 Filing Discussion
00:10:30 - Oracle's AI World + Investor Day Highlights
00:19:48 - Gemini 4 Carbon + Other Models
00:22:24 - Intel's Quantum Ambitions
00:29:31 - The Flip: Neocloud Consolidation Debate
00:35:52 - Bulls and Bears: Microsoft Earnings
00:37:17 - Alphabet Earnings
00:39:35 - ServiceNow Earnings
00:41:11 - Amazon Earnings
00:43:52 - Intel's Earnings and Future
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