Elizabeth Moon, Managing Director at Google, joins Patrick Moorhead to discuss Google Public Sector’s AI-driven innovations, advanced security strategies, and recent momentum in serving federal agencies with mission-critical cloud solutions.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's GTC conference, where Jensen Huang delivered his strongest keynote yet, announcing $500 billion in AI chip bookings and seven new supercomputers. The duo explores OpenAI's restructuring deal with Microsoft, Qualcomm's ambitious entry into data center AI chips, and Amazon's massive job cuts amid AI automation. They debate whether government equity stakes in critical tech industries represent smart capitalism or creeping socialism, examining investments in Intel, quantum computing, and rare earth materials. The earnings segment covers the Mag Seven's capex surge, with Meta, Google, Microsoft, and Amazon all increasing AI infrastructure spending despite market concerns. ServiceNow's continued Rule of 50 performance and Apple's disappointing iPhone numbers round out a packed discussion on AI infrastructure buildout, energy constraints, and the race for technological supremacy.

Nathan Thomas, VP Multicloud at Oracle, joins host Patrick Moorhead to share insights on Oracle's surging multicloud solutions, new Universal Credits, and partner innovations, offering a snapshot of where the company sees multicloud opportunities accelerating.