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's 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 "Kiro" 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's 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's 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