EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch

The Six Five with Patrick Moorhead and Daniel Newman

It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include:

1. NVIDIA Earnings Analysis: Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China. Key highlights for growth in the gaming, automotive, and networking segments.

2. Pure Storage Earnings Review: Discussion of Pure Storage's revenue beat and ARR growth slowdown. Insights on the company's pivot towards AI-ready data solutions.

3. Synopsys Earnings and China Impact: Analysis of Synopsys' earnings and the potential impact of new China restrictions. The company's suspension of guidance due to uncertainty in the Chinese market.

4. HP and Dell Earnings Comparison: Contrasting HP's challenges in the consumer PC market with Dell's strong AI-driven growth. Plus a discussion on Dell's significant $12 billion AI-related orders and backlog.

5. Coherent Investor Day Highlights: Overview of Coherent's investor day presentation and financial projections. - Discussion of the company's strategy in optical connectivity for AI and data centers.

6. US Manufacturing of iPhones Debate: Patrick argues for the potential of US-manufactured iPhones while Daniel counters with challenges in supply chain, workforce, and cost considerations in this segment of “The Flip.”

7. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.